Semiconductors

No Jensen, Not All Compute is Created Equal

+ Nick in Cape Town!

Apr 28 • Aqib Zakaria and Nick Corvino

Notes on Jensen v Dwarkesh

MATCH Act, kobe energy, cyber as shiny object, Jensen's inner fire, lawyers v engineers

Apr 21 • Jordan Schneider

Fixing the GaN Problem

Before Another Supply Chain Emergency

Apr 20 • Aqib Zakaria

Should the US Buy from CXMT?

Or is it Exactly What America Needs?

Apr 16 • Aqib Zakaria

How Much Compute Does China Have? A Demand-Side Analysis

An estimate of China's AI usage

Apr 8 • Nick Corvino

How Much Compute Does China Have?

Apr 7 • Aqib Zakaria

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

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