贝恩斯坦预计，未来几年中国本土AI芯片供应量将显著增长，2023年的自给率为20%，但这一比例预计将在2026年和2027年分别提升至39%和57%。预计到2028年，本土供给预计将迅速增长至910亿美元，超过880亿美元的本土总需求，实现104%的自给率。 https://t.co/B66zpLr3mQ ...

Our next guest argues that allowing China access to advanced chips puts national security and the American AI industry at risk. Joining us right now is chip war author Chris Miller. He's an associate professor at TU's Fletcher School.And and Chris, you've got some pretty strong feelings about this. Do you think that national security is taking a backseat to profitability. Well, I think that's the concern in the administration's decision to allow more AI chips to flow to China.You know, right now the US has ...

In this articleNVDADado Ruvic | ReutersNvidia has approval from the U.S. government to sell its more advanced H200 AI chips to China. But the question is whether Beijing wants it or will let companies buy it.The company can now ship its H200 chip to "approved customers", provided the U.S. government gets a 25% cut of those sales. It had been effectively banned from selling any semiconductors to China earlier this year, but since July sought to resume H20 sales, a less advanced chip designed specifically to ...

Overcoming Adversity and Achieving Dreams - The speaker recounts a personal journey of recovery from severe post-traumatic stress disorder following a road traffic accident [1] - The journey involved overcoming fear, anxiety, and depression to fulfill a dream of driving from the United Kingdom to India [3][9] - The speaker drove solo through 32 countries in 57 days, covering 35,383 kilometers [4] Expedition Details and Challenges - The expedition included driving through nine mountain ranges, nine time zones, the Arctic Circle, and three major deserts [5] - The speaker acted as their own mechanic and doctor, performing car repairs and administering first aid in remote locations [6] - Pre-expedition preparations included cooking and freezing two months' worth of meals for the family [7] Inspiring Others and Personal Growth - The journey was described as a pilgrimage and a conversation with oneself, emphasizing personal exploration and growth [8][9] - The speaker highlights the importance of overcoming fear and taking journeys within oneself to inspire and motivate others [10] - The speaker emphasizes that anything is possible with determination and that individuals have the power to overcome their own challenges [9][10] Positive Interactions and Humanity - The speaker shares instances of kindness and help received from strangers along the way, highlighting the positive aspects of humanity [16][19] - Examples include a family in Kyistan offering a meal and a mechanic in China fixing a car suspension for free [16] - The speaker also mentions being treated favorably at the Russia-Latvia border due to being perceived as Indian [17][18][19]

>> "BLOOMBERG TECH: ASIA "BLOOMBERG TECH: ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. "ANNABELLE: WELCOME TO "BLOOMBERG TECH: ASIA ." WELCOME TO THIS EPISODE WHERE WU BOWLBY -- WHERE WE WILL BE TALKING ABOUT ONE OF THE MOST TALKED ABOUT TOPICS IN ASIA TECH AND THAT IS CHINA'S SEMICONDUCTOR ECOSYSTEM BECAUSE IT HAS CAPTURED THE ATTENTION OF TRADERS. MONEY IS POURING INTO NAMES LIKE A CHIP DESIGNER AND FOUNDRY PLACE. FROM ON THE GROUND IN CHINA WE HAVE A COMMITMENT OR REAFFIRMATI ...

Market Trends - China's chip stocks have experienced a world-beating rally in recent months due to the nation's self-sufficiency push [1] - Some investors are beginning to balk at the lofty valuations of these chip stocks [1]

Geopolitical Implications - Israel needs to enhance self-sufficiency due to increasing international isolation stemming from the Gaza war [1] - The conflict in Gaza is impacting Israel's international standing [1] Government Statements - Prime Minister Benjamin Netanyahu addressed the impact of the conflict on the country's international standing [1]

Sovereign AI - Governments are justifying "sovereign-AI" projects on various grounds [1] - These projects will not offer anything close to self-sufficiency [1]

Trade Restructuring - Trade restructuring with major powers like the EU and China, and smaller ones like Vietnam, is necessary [1] - Trade imbalances contribute to debt and are unsustainable [2] - Trade restructuring could contribute to tax revenues [2] Economic Security - Dependence on imports, particularly from China, poses a security risk [2] - Increased self-sufficiency is essential in the current global landscape [2]