Semiconductors

How Much AI Does $1 Get You in China vs America?

And Does the H200 Change Anything?

Feb 19 • Aqib Zakaria

The Future of Economic Security with Dan Kim and Chris Miller

The CHIPS Act as case study

Jan 21 • Jordan Schneider and Phoebe Chow

H200s Sale: China Reacts

"It’s like a couple separated for a long time: even if they get back together, it’s hard to recapture the original passion."

Dec 12, 2025 • Irene Zhang

EMERGENCY POD: Trump to Sell H200s to China

"There’s no way to sugarcoat this — it’s a disaster"

Dec 10, 2025 • Jordan Schneider

How Far Can Chinese HBM Go?

Given export controls, what HBM node can China reach?

Dec 5, 2025 • Aqib Zakaria

AI Hardware Net Assessment: Why Huawei Can't Catch Nvidia

Quantifying China's Compute Shortfall

Oct 8, 2025 • Jordan Schneider and Eleanor Randolph

Filling the Foundational Chip Gap

How to Tariff Right

Sep 8, 2025 • Alasdair Phillips-Robins

Smuggling Nvidia GPUs to China

An investigation

Aug 22, 2025 • Jordan Schneider and Lily Ottinger

Mourning for GPT-4o Boyfriends + Beijing Hates the H20?

Aug 15, 2025 • Irene Zhang and Jordan Schneider

EMERGENCY POD: H20 Drama

Chris Miller and Lennart drop in

Aug 13, 2025 • Jordan Schneider

Huawei Founder on US v China and Basic Research

an annotated translation

Jun 11, 2025 • Jordan Schneider

Lei Jun's Hard Tech Balancing Act

Jun 6, 2025 • Angela Shen

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