Mackenzie Hawkins

New: Nvidia’s biggest Southeast Asian partner imported tens of thousands more AI chips than Nvidia saw in its data centers, told potential investors about a “specific area” facility in an unnamed country — & has something of a Chinese corporate twin

1/ bloomberg.com/news/features/…

I wrote about the systemic failure by the world's most valuable company and powerful government to stop smuggling of AI chips to China

US officials say Nvidia is missing obvious signs. Nvidia says "companies honor US laws as they are, not as America’s critics wish they were"

1/

A senior US official, three days ago: a "trivial" number of Nvidia H200 chips have been shipped to China

Jensen yesterday: "we haven't really started much shipment yet"

Jensen today, asked today by @leeminjeong83 whether Nvidia has shipped any H200s: "it doesn't even matter"

Very touching description of silicon from the Yingge Ceramics Museum in New Taipei City, which traces Taiwanese industry from prehistoric pottery to modern-day semiconductors

“The achievement of this high-quality ceramic crystal gives humanity dreams and hopes”

I’ve covered a lot of DC debates over what AI chip policy *should be*

But this week, the argument is over what the policy *has been*

Paywall-free explanation of the Nvidia China loophole drama: bloomberg.com/news/articles/…