Nvidia CEO Jensen Huang had an affair with Chinese businesswoman Alice Huang. US intelligence agencies claim she is a spy, but there is no evidence of this. Instead, Ben Norton explains how this scandal is part of the larger “chip war”, in which US hawks want to prevent China from getting access to advanced chips needed to train AI models. Alice Huang was likely smuggling Nvidia chips to Chinese companies, against the wishes of both the US and Chinese governments. Topics 0:00 Nvidia CEO affair with Alice Huang 2:06 No evidence Alice Huang is a spy 3:16 Chip war: US tech war against China 4:35 Smuggling in China 6:09 US export restrictions on AI chips 7:31 Alibaba and Megaspeed 8:46 Nvidia lost market share in China 9:44 China promotes domestic chip industry 11:33 China makes progress in chips 12:26 Donald Trump’s role 13:48 Trump lifted Nvidia export restrictions 14:48 AI bubble: Nvidia is its heart 16:11 Nvidia stock crashes 17:32 Fears of popping US AI bubble 18:21 China hawks 18:43 Democrats and Chuck Schumer 19:41 Marco Rubio, China hawk 21:24 Why Trump is now softer on China 23:41 Jensen Huang vs China hawks 24:47 OpenAI lobbies to ban Chinese AI models 25:41 Anthropic wants US-led unipolar world 26:27 Conclusion || Geopolitical Economy Report || Please consider supporting us at https://geopoliticaleconomy.com/Support Subscribe to our newsletter: https://geopoliticaleconomy.report/ Join our community on Patreon: https://patreon.com/GeopoliticalEconomy
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