Has China Shut The Door On Nvidia?

Aug 22, 2025 19m

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Episode Description

We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times) OpenAI Is Challenging Google—While Using Its Search Data (The Information) Weekend Longreads Suggestions: He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes) Bill Gates meets Willy Wonka: How Epic’s 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC) Mutant Podcast Army Fantasy Football League Link poyeg1 Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Nvidia's H-20 Chip Production Halt

Nvidia has halted the production of its H-20 chips based on directives from Chinese authorities fearful of security concerns. This production stop echoes previous discussions where concerns about backdoor access to sensitive data triggered anxiety among Chinese regulators. Despite having permissions to resume selling H-20 chips post a U.S. ban, Nvidia's foothold in the Chinese market remains questioned as local firms are encouraged to switch to homegrown AI chips, such as those offered by Huawei.

Meta's Massive Cloud Deal with Google

In a significant move, Meta has signed a cloud services contract with Google valued at over $10 billion across six years. This agreement underscores a growing alliance despite being competitors in the digital advertising space. The deal allows Meta to leverage Google Cloud alongside existing relationships with Amazon Web Services and Microsoft Azure, enhancing its computing capacities and securing competitive advantages in AI.

Elon Musk and Mark Zuckerberg's OpenAI Talks

Recent court filings reveal that Elon Musk had approached Mark Zuckerberg about a potential partnership in a $97.4 billion takeover bid for OpenAI. This comes after years of public rivalry between the two tech moguls. Despite initial interest, no formal agreement was made, indicating a complex relationship that oscillates between rivalry and collaboration.

OpenAI's Use of Google Search Data

Amidst its development of AI capabilities, OpenAI has sourced data from Google via a web scraping startup, SERP API, which raises questions about the use of such data for enhancing tasks like real-time updates in ChatGPT. This relationship demonstrates Google's nuanced stance on leveraging its data while facing regulatory pressures, even as OpenAI continues to chart its path in AI development.

Weekend Long-Reads Highlights

The episode concludes with weekend long-read suggestions featuring a story about Scott Jocman who licensed his likeness to AI vendors, facing unexpected ramifications as his avatar is used without his consent. Another recommendation profiles Judy Faulkner, founder of Epic Systems, showcasing her journey in building a robust healthcare software empire while maintaining a commitment to independence.