He ha several short videos.
Here is a recent one. How people work round sanctions on AI chips.
Can't sell them to China? Sell them to other countries who do what with them?
Sell them to other countries who build server farms who rent computer time to others.
Who are the users? Who knows as all business is done via block chain.
I know/knew a China PhD who lived/lives in Moundsview MN. He does his materials research on solar materials in China because it is cheaper and better. He goes back and forth. At ACOC I used to follow the ADVChina guys. China is not a sh*thole country.
https://youtu.be/hTMp8YBIMzs Chinese companies are going around US semiconductor export bans. So are American companies.Inside China Business
74.6K subscribers
Oct 14, 2024
US-led export bans on high-end semiconductors were intended to slow China's development of their own chip industry. These restrictions have clearly backfired, as Chinese companies are quickly innovating through chipmaking milestones much faster than anticipated.
The restrictions have also led companies to find creative work-arounds to access chips on the market. Western companies legally buy the fastest chips and install them on servers, which are then leased to Chinese firms to do cutting-edge work.
Other approaches involve simply setting up new corporate divisions in China, or relocating existing ones, to place operations beyond the reach of US regulators.
In an ironic twist, market prices for the fastest US-built semiconductors are lower in China than in the US, as fierce competition from Huawei is forcing aggressive price cuts by dealers and cloud servicers.
https://youtu.be/6d2CJrodL98
CHIPS Act update: Intel runs out of time and money, announces layoffs in US to double down on ChinaInside China Business
74.6K subscribers
74,741 views Aug 5, 2024
As Intel and other US chipmakers were claiming billions of dollars in incentives under the CHIPS Act, they were quietly building separate Venture Capital arms to invest billions of dollars into hundreds of Chinese startups. These partnerships were in the most cutting-edge fields, including Artificial Intelligence, Semiconductors, Edge Computing, Virtual Reality, and Electric Vehicles.
What's more, investments by Intel's VC arms were in partnership with local Chinese governments.
The US Treasury department is urgently issuing new regulations and guidance to ban US companies from these practices, while also struggling to convince companies in friendly countries to forego billions of dollars in sales and profits in the China market, by far the world's largest.
..