Debate: chip export controls don't help Nvidia but clearly aid US AI companies
lxrjl · x · 2026-11-12
Responding to a question about which AI regulations safety-minded people consider worthwhile without slowing capabilities or hurting valuations, the reply points to chip and semiconductor manufacturing equipment (SME) export controls: they don't help Nvidia but pretty clearly help US AI companies—a terse but substantive exchange on the winners and losers of export controls.
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