AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia
ChinaTalk8 Okt 2025

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0. Today, our conversation covers: Huawei vs Nvidia, and whether China can compete with US AI chip production, Signs that chip export controls are working, Why Jensen is full of it when he says China is “nanoseconds behind” What sets AI chips apart from other industries China has indigenized, How the US has escalation dominance in a trade war with China, and the significance of BIS’s 50% rule, Chris’s advice for young professionals, including why they should still consider working in government. Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH Learn more about your ad choices. Visit megaphone.fm/adchoices

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EMERGENCY POD: PLA Purges Continue!

EMERGENCY POD: PLA Purges Continue!

Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun. The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0 08:50 Deep read into the WSJ nuke ...

28 Jan 56min

Overfit: Claude Code is Everything, Trump Vibe Codes

Overfit: Claude Code is Everything, Trump Vibe Codes

Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ report for duty. Athena makes a brief guest appearance before dipping for pilates. Jordan's flower app: https://...

25 Jan 1h 10min

Second Breakfast: Battleships, Golden Dome,  Greenland, Kash, Presidential Comedy

Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy

Bryan Clark (former submariner at Hudson), Eric Robinson, and Justin McIntosh report for duty. Davos disco: https://suno.com/s/2SpR62beigk2JeDr Learn more about your ad choices. Visit megaphone.fm/ad...

24 Jan 1h 12min

The Future of Economic Security with Dan Kim and Chris Miller

The Future of Economic Security with Dan Kim and Chris Miller

Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim,...

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Party Time! Jon Czin on US-China in 2025 and 2026

Party Time! Jon Czin on US-China in 2025 and 2026

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through: Xi, Trump, and w...

19 Jan 1h 1min

Richard Danzig on Cyber and AI

Richard Danzig on Cyber and AI

Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context. Do note we conducted this interview in July of 2025. We discuss Richard...

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The China Commission Reports!

The China Commission Reports!

The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress. ChinaTalk welcomes two commissioners to the pod to discuss. Before joining the Hoover Ins...

17 Jan 59min

Ben Buchanan on AI and Cyber

Ben Buchanan on AI and Cyber

Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here. We’re here to give the people what they want, so please fill it out! ~Lily 🌸 Ben Buchanan, now a ...

11 Jan 1h 22min

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