China and AI Supply Chains with TP Huang

In this special crossover episode, I talk with TP Huang about the broader AI supply chain beyond just models and chips. We cover the new DeepSeek V4 model and China’s efforts to integrate with domestic AI chips. We talk about energy infrastructure, like inverters and transformers. And we discuss the robotics supply chain and how this overlaps with smartphones, EVs, and other industries in China.

Note: TP Huang is not on video, just audio.

00:00 Intro

01:13 DeepSeek V4 and Huawei chips

13:01 Hardware and Infrastructure Bottlenecks

21:03 Energy supply chain

29:58 Edge AI and small models

35:14 Embodied AI and robotics

39:14 China's robotics supply chain

45:43 Different tech paths

53:32 Commercializing scientific advances

58:44 Personal journeys in China tech

Links:

• Follow TP Huang on Twitter / X

• TP’s Substack and China Tech Talk podcast

For transcripts and more, check out the High Capacity newsletter.

I'm your host, Kyle Chan, a Fellow at Brookings.