Gavin Baker: China chip curbs may hand AI-powered hardware ecosystem to North Korea, Russia, Iran
GavinSBaker · x · 2026-11-13
Investor Gavin Baker argues US GPU export controls could backfire: Chinese labs will be forced to adopt and improve domestic AI hardware, building an alternative ecosystem that may ultimately equip North Korea, Russia and Iran with Chinese-powered AI. He calls the hawkish policy 'extremely high risk for minimal reward' versus cutting off US GPUs and Southeast Asian GPU clouds.
Related event: Gavin Baker: China Chip Export Controls Could Backfire on US AI Lead(2 posts)→
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