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($) The US-China AI Gap Widens in 2026
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Topics: AI • Cloud War •

($) The US-China AI Gap Widens in 2026

Nvidia Blackwell moves the "chip war" to the "cloud war"

  • Kevin Xu

    Kevin Xu

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

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

14 Oct 2024

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Time to Let Ant IPO!

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TikTok and Semiconductors -- Contributions for the Asia Society

Hi all, I’m switching things up a bit to share a couple of recent contributions I did for the Asia Society, spanning from the latest development in the TikTok legal saga to semiconductors and GPU smuggling in China. (I’ll be back in

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