Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’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 — 21 in all, peaking in Jul 2026 with 5.
Appearances
Well, you're alluding to the complexity of the situation.
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I mean, we just saw President uh Trump go and visit Xi uh in China.
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They talked about these very issues.
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There was a lot of discussion about um many different things, including trade and technology in particular.
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So it's a moving playing field at this point, and the Trump administration has signaled that it would allow NVIDIA to sell the H two hundred chips, for example, into China.
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China isn't sure that it wants that.
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Uh it's very you know, they also would like to develop their own uh domestic semiconductor industry.
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They want to support Huawei and other companies like that that are trying to build in this area.
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So it's a complicated task.
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It certainly does mean that there are in uh tensions that remain between the two countries uh when it comes to these kinds of technologies and there's not a resolution in the near future.
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Yeah, the the first story you mentioned is a very important one.
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Uh again, a people familiar story that we wrote about how China is weighing this plan to invest two trillion won, roughly $300 billion into data centers in the country.
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This is kind of the missing piece in the Chinese AI industry at this point.
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As we saw with Deep Seek, Alibaba's work with Gwen in particular, they've been quite successful at developing advanced models, but they've made nowhere near the kinds of
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Investments in infrastructure and data centers that we've seen in the U.S.
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And now $300 billion works out to about $60 billion a year over five years.
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It's not nearly as much as the four hyperscalers are spending.
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They're aiming for $725 billion this year.
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So it's sort of a 10-to-1 ratio.
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Showing 441–460 of 634 · page 23 of 32
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