Episode 5: The $5.5 Billion Ban - Nvidia, China, and the Tech War Escalates

It was a multi-billion dollar shockwave: the US government suddenly banned exports of key AI chips like Nvidia's H20 to China, citing national security risks related to supercomputers.

Join us as we analyze the immediate fallout – a $5.5 billion charge for Nvidia, market tremors, and a forced strategic pivot. We explore the political drivers, the technical focus on chip connectivity, and the impact on Chinese tech giants like Tencent and Alibaba.

Does this move effectively contain China's AI progress, or does it simply fuel their domestic chip industry (like Huawei's Ascend) and risk escalating the tech war further, potentially through rare earth retaliation?