Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Why didn't China do it for itself?
And they're finally doing it for themselves.
So it'll again, like it'll be interesting to see.
Smuggling is still happening, right?
Re-exportation of chips from other countries to China.
That is still happening at some volume, low volume, um lower, lower medium volume, right?
But then
You know, the direct shipments of NVIDIA chips that are legally allowed to China are not necessarily happening today, but may, may have to restart at some point because China won't have the production capacity to you know, th they would just have so many fewer AI chips being deployed domestically versus the US.
And at some point you can have to pick like
Am I am I all about the internal supply chain or am I all about chasing, you know, super powerful AI?
So
Yeah, so so I uh you know, in the report we did a few weeks ago about uh the production capacity of Huawei um and the supply chain, there was a bit in there that we wrote about how, you know, honestly, like if you are China and you want NVIDIA you do want NVIDIA chips, actually, how do you play this?
Right?
Yeah.
And and and it's by like it's by hyping up your domestic supply chain.
Yeah.
Yeah.
And it's by it's like it's like yes, we can do everything.
It's Huawei announced the most crazy shit possible.
Announced seven years of fucking road or four three years of roadmaps out of the way.
Showing 881–900 of 3,025 · page 45 of 152
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