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($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
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Topics: Geopolitics • AI •

($) 10-K's and Geopolitics: AMD, Intel, Meta Edition

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

4 Feb 2024

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Topics: EVs• China• Profiles•

Wang Chuanfu: A Name Everyone in the West Should Know

Elon Musk has almost 100% name recognition worldwide. Wang Chuanfu (王传福), the founder of BYD which just beat Tesla in global electric vehicles sales, is virtually unknown in the west. Even in China, he is only well-known in the business circle and has a

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Kevin Xu 8 Feb 2024
Topics: Nvidia• Huawei•

U.S. Export Control is Hurting Nvidia and Helping Huawei

U.S. export control on advanced semiconductors is starting to become counterproductive. While the intended goal is to strengthen national security by preventing China from obtaining cutting edge American-designed AI chips, the real effects are hurting leading American companies, particularly Nvidia, while helping China’

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    Kevin Xu
Kevin Xu 28 Jan 2024
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