How Banned Chips Get to China
The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.
(00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers.
Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here.
Companies discussed: CMG, JWN, ANF, CHWY, NVDA
"With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html
Host: Mary Long
Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey
Engineer: Tim Sparks
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