Glinert 🇺🇸 🏭(@StevenGlinert):Hearing recently that nvidia (who used to push anyone too hawkish on china to be fired from their govt or think tank job) has changed their tun to an extent. chinese domestic market is seen as a lost cause vs Huawei, so they’re not *as* committed to being able to sell there.

Glinert 🇺🇸 🏭

@StevenGlinert

CEO of Sphere Semi. We make AI-designed chips.

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Glinert 🇺🇸 🏭@StevenGlinert

2026.09.04 11:38

Hearing recently that nvidia (who used to push anyone too hawkish on china to be fired from their govt or think tank job) has changed their tun to an extent. chinese domestic market is seen as a lost cause vs Huawei, so they’re not *as* committed to being able to sell there.