Investor Gavin Baker: China chip export curbs risk undermining US AI lead
GavinSBaker · x · 2026-11-13
Investor Gavin Baker argues that well-meaning China "hawks" without AI/hardware expertise are putting US national security at risk. Under the export strategy Jensen Huang supported, Chinese labs had "zero chance" of catching up, since scaling laws kept US labs ahead while China trained on weaker American GPUs. He adds that Chinese labs overwhelmingly still prefer GPUs over domestic chips, which slows their own homegrown hardware improvement — tightening curbs further could backfire.
Related event: Gavin Baker: China Chip Export Controls Could Backfire on US AI Lead(2 posts)→
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