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VOICE ARCHIVE

Ryan Fedasiuk

@ryanfedasiuk
8 posts
2025-11-22
The HBM3E used in H200 has 50% more memory capacity and bandwidth than older chips. It's the memory that is key to making modern AI chips — the same memory used in Blackwells, our VERY BEST chips. Why would we give Huawei the keys to the kingdom? [image]
2025-11-22 View on X
Bloomberg

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances

If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 ch...

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Allowing China to buy H200s would be a catastrophic own goal. Not only is the chip almost twice as power-efficient as what we currently allow (H20) — but it is made with HBM3E, the one scarce component Chinese companies still struggle to make! https://www.reuters.com/...
2025-11-22 View on X
Bloomberg

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances

If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 ch...

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2025-09-17
The TikTok deal is a prime example of “win-win cooperation.” China wins twice.
2025-09-17 View on X
Wall Street Journal

Sources: under the US-China framework, a US investor consortium that includes Oracle, Silver Lake, and a16z would hold an ~80% stake in TikTok's US business

Oracle, Silver Lake and Andreessen Horowitz are part of consortium that would control 80% stake  —  TikTok's U.S. business …

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The TikTok deal is a prime example of “win-win cooperation.” China wins twice.
2025-09-17 View on X
Reuters

China calls the US-China framework deal to move TikTok US to American ownership a “win-win”; Trump and Xi are expected to confirm the agreement on a Friday call

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2025-07-14
I hate to break it to you @nvidia, but we actually looked into this a few years ago at @CSETGeorgetown. We combed through 66,000 of the PLA's actual purchase records. It turns out they *overwhelmingly* use your chips... And at the time, you didn't do anything about it. 😬 [image]
2025-07-14 View on X
Bloomberg

Jensen Huang says China's military is unlikely to use Nvidia's AI chips, citing the risk of the chips being “limited at any time” due to US export restrictions

Addressing the largest concern Washington has cited in placing increasing restrictions on US technology exports to the Asian nation …

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2021-12-16
Friends, stay vigilant — some of these groups have been known to target think tanks, academic institutions, and NGOs. Assume compromise and back up your files frequently. https://twitter.com/...
2021-12-16 View on X
Wall Street Journal

Microsoft and cybersecurity company Mandiant say state-backed hacking groups linked to China, Iran, North Korea, and Turkey are exploiting the Log4j flaw

some of these groups have been known to target think tanks, academic institutions, and NGOs. Assume compromise and back up your files frequently. https://twitter.com/... Dustin Vol...

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2021-07-05
Last month, I commented for @WSJ that the CCP appeared to be getting serious about consumer data protection, but that the two new laws would mainly be used as cudgels to rein in China's tech industry. This is exactly what's come to pass: https://twitter.com/...
2021-07-05 View on X
Bloomberg

Just days after Didi's NYSE debut, Chinese regulators mandate app stores ban Didi Chuxing app, alleging violations in its collection and usage of personal info

- Internet watchdog asks operators to remove ride-hailing app  — The surprise ban comes days after Didi's New York debut

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2021-06-13
My take on China's new Personal Info Protection Law in today's @WSJ: “Yet another move to strengthen the role of the government and the party vis-à-vis tech companies.” Thanks @Lingling_Wei for the clear coverage & opportunity to weigh in. https://www.wsj.com/...
2021-06-13 View on X
Wall Street Journal

China pushes to subject data-related activities to government oversight, as it worries tech giants could use collected data to build alternative power centers

Beijing is calling on tech giants to share their information—and asserting its authority over data held by U.S. companies in China as well

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