Chris McGuire
@ChrisRMcGuire
Council on Foreign Relations, Senior Fellow for China and Emerging Technologies | Former NSC, OSTP, State, DoD, and NSCAI | All views my own
가입 August 2025
287 팔로잉 중 5.6K 팬
If the United States were to sell US AI chips to China in exchange for allowing China to purchase US chipmaking tools, that could legitimately be the single worst deal in the history of negotiations. It would make the Dutch purchase of Manhattan for $24 look like an overpay.
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Jefferies on $NVDA in China: hopes for more chip sales could disappoint. China's priority is making its own chips and to do that they need U.S. wafer fab equipment, a bigger bottleneck than the chips. Trump could use that leverage, requiring China to buy U.S. chips to access WFE.
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