Nvidia's Earnings Report, Gallium and Germanium Export Controls, and OpenAI's National Security Demo

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In this episode, we discuss Nvidia's earnings report and its implications for the AI industry (0:53), the impact of China's Gallium and Germanium export controls on the global semiconductor competition (9:50), and why OpenAI is demonstrating its capabilities for the national security community (18:00).
  1. Center for Strategic & International Studies
  2. Center for Strategic and International Studies
  3. CSIS
  4. bipartisan
  5. policy
  6. foreign relations
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Het AMD runs the same software type. They are down too... So, what is really going one? Regards

nicksanta
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The US is imposing tariffs on Chinese electric vehicles, wind turbines, solar panels, batteries, steel, and aluminum to reduce its dependency on China. Meanwhile, China is aiding the US in this effort by restricting the sale of rare earth elements, gallium, germanium, and antimony. It's a win-win outcome. Lawyers are playing Checkers against engineers playing GO.

PhilipWong