China's 295 Billion Dollar Compute Gambit: A National AI Grid, the 80 Percent Domestic Chip Mandate, and the Plan to Shut Out NVIDIA - June 11, 2026

About this episode

Chris and Laura discuss China's ambitious plan to create a national AI compute grid and its implications for the global chip market.

Send us Fan Mail China's 295 Billion Dollar Compute Gambit: A National AI Grid, the 80 Percent Domestic Chip Mandate, and the Plan to Shut Out NVIDIA Chris and Laura dig into Bloomberg's report that Beijing is preparing a two trillion yuan plan to knit China's scattered data centers into one national AI compute grid by 2028, built on at least 80 percent domestic technology led by Huawei. They explore what shutting out NVIDIA and AMD means for the global chip race, whether Huawei can deliver ...

People in this episode

Hosts: Chris, Laura

Topics covered

• AI compute grid
• chip mandate
• domestic technology
• global chip race
• NVIDIA
• Huawei

Keywords

• China
• AI grid
• Huawei
• NVIDIA
• AMD
• chip mandate
• technology

Mentioned in this episode

Organizations: Huawei, NVIDIA, AMD

Places: China

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