China's 295 Billion Dollar Compute Gambit: A National AI Grid, the 80 Percent Domestic Chip Mandate, and the Plan to Shut Out NVIDIA
Chris and Laura dig into Bloomberg's report that Beijing is preparing a two trillion yuan plan to knit China's scattered data centers into one national AI compute grid by 2028, built on at least 80 percent domestic technology led by Huawei. They explore what shutting out NVIDIA and AMD means for the global chip race, whether Huawei can deliver at scale, and how a bifurcating AI stack reshapes the market for everyone else.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
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