🔥 Blistering critique from @asymmetricinfo on Nvidia selling H20 chips to China: “They’re giving us 15% of the rope we’re selling to hang ourselves…If you were strategic, you would in no way say ‘Sure, export semiconductors to the country that is our leading competitor in the AI race, but give us 15%.’ What is that? It's not a strategic decision…There is no explanation for this that makes any damn sense.” (Source: @thedispatch Podcast)