Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
1h 43m
This week, Dwarkesh Podcast covered Nvidia's position at the center of AI infrastructure competition and geopolitical trade policy. Jensen Huang discusses the practical and strategic arguments for selling advanced chips to China, while also detailing how Nvidia's supply chain dominance functions as a competitive moat—raising questions about whether chip export restrictions serve long-term U.S. interests or simply protect market position.
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