LinkedIn icon Facebook icon Twitter icon
Interconnected
  • About
  • Quarterly and Annual Letters
  • Sovereign AI
  • Substack Edition
  • Mr. Market
  • Open Source
  • Cloud War
  • Long-Form Profiles
  • Archive
($) The US-China AI Gap Widens in 2026
Subscribe
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

This post is for paying subscribers only

Subscribe now

Already have an account? Sign in

More in AI

  • Banning Open Source AI Would Be A Mistake

    19 Jun 2026 – 4 min read

  • Why Do (Some) Chinese AI Labs Distill?

    16 Jun 2026 – 5 min read

  • ($) Berkshire Hathaway: AI Tourist or Energy Veteran?

    5 Jun 2026 – 5 min read

See all 66 posts →
Topics: IPO• Alibaba• Mr. Market•

Time to Let Ant IPO!

Or the IPO "wealth drain" will continue

  • Kevin Xu
    Kevin Xu
Kevin Xu 23 Oct 2024
Topics: Semiconductor• TikTok•

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

  • Kevin Xu
    Kevin Xu
Kevin Xu 9 Oct 2024
Interconnected © 2026
Facebook Twitter