Ian Bremmer
speaker
4,435 appearances
19 recordings
12 series
first heard Jun 2025
last heard 1 Aug
Ian Bremmer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jan 2026 with 4.
Appearances
At that point, the Americans say, okay, that's unacceptable, now we're gonna invest.
So the idea that holding back H200 chips from Nvidia is gonna make the Chinese unsee what we have already done to them, that's a spurious argument, right?
So once you're involved,
Once you've declared a cold war on semiconductors, then you should be consistent with that policy.
Then all you're doing with the H-200s is letting them catch up when they're spending.
They are moving as fast as humanly possible in the constraints of their economy to catch up with the Americans on semiconductors.
It also matters a little bit less in the sense that if they have really cheap energy, you can run the same AI with more semiconductors, just is more energy to actually make it work.
So it's not like you get better AI with better semiconductors, it's just less efficient.
Same AI, same AI.
So that is the point.
Everyone I know in Silicon Valley
were surprised by how advanced DeepSeq was when they released it.
So you're right that the gap between the United States and China is less great than a lot of the American AI sort of leaders we're talking about three years ago, five years ago.
My core point here is that NVIDIA is pressing an issue that is of sole interest to NVIDIA.
It is of no interest whatsoever to the country.
It is not aligned with US policy towards China.
It is not aligned with a China that is working as hard as possible to build that semiconductor capacity.
And they will get there.
They will get there.
So what has happened since Trump lifted the export controls?
Showing 801–820 of 4,435 · page 41 of 222
← Previous
Next →