Mike’s Substack
Mike’s Substack Podcast
Episode 7-The Geopolitics of AI
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Episode 7-The Geopolitics of AI

NVIDIA’s Resumption of H2O Sales to China

In this episode, we dive into NVIDIA’s latest move—resuming H2O sales to China. But before you think this is a breakthrough in water treatment, think again! H2O here is NVIDIA’s state-of-the-art AI infrastructure, not the liquid we drink.

This isn’t just about tech upgrades; it’s about the geopolitics behind AI, where data and infrastructure become as critical as the resources we use to sustain life. In today’s world, just as water sustains life, AI infrastructure sustains innovation. So, when NVIDIA makes this move, it’s about more than just hardware; it’s about power, influence, and the global race for AI supremacy.

Tune in to explore how this decision affects the global landscape, and why it’s more than just a splash in the tech world.

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