Tue. 07/15 – Nvidia Back In Business In China?

Jul 15, 2025 16m

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Episode Description

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next? Links: Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg) Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg) Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg) Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes) Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes) China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Nvidia and AMD Resume Sales to China

Nvidia, having received approval from the US government to resume sales of its H20 AI chips to China, may significantly boost its revenue. This move, reversing previous restrictions imposed during the Trump administration, reflects a thaw in US-China relations and comes alongside similar assurances provided to AMD. Both companies stand to gain substantially as the US lifts various export controls.

Gigawatts: The New Tech Metric

The podcast introduces the concept of gigawatts as a critical metric for the tech industry, with discussions on substantial investments by major tech players like Meta, which plans to develop multi-gigawatt data centers to support its ambitions in superintelligence. This suggests that the race for energy capacity could heavily influence market dynamics.

Apple's Push for Rare Earths

Apple announced a deal with US supplier MP Materials to purchase rare earth minerals, aiming to reduce its reliance on China while also investing heavily in US manufacturing. This step is indicative of broader strategies to secure necessary components amidst ongoing trade tensions and is positioned as part of Apple's commitment to domestic investment.

Cognition AI Acquires Windsurf

In a significant move in the AI space, Cognition AI acquired Windsurf, a coding assistant startup, after Google's investment in Windsurf raised challenges for its standalone operations. This acquisition aims to provide fuller benefits to Windsurf employees and reflects the fierce competition among AI startups for talent and technology.

Xiaomi's Smart Glasses Enter the Market

Xiaomi launched its AI glasses in China, featuring advanced AI capabilities and integration with its ecosystem of products. This entry raises questions about competition in the AR space, particularly against Meta and Apple, and highlights the importance of a robust product ecosystem for success.