Show Notes
In this special crossover episode, I talk with TP Huang about the broader AI supply chain beyond just models and chips. We cover the new DeepSeek V4 model and China’s efforts to integrate with domestic AI chips. We talk about energy infrastructure, like inverters and transformers. And we discuss the robotics supply chain and how this overlaps with smartphones, EVs, and other industries in China. Note: TP Huang is not on video, just audio. 00:00 Intro 01:13 DeepSeek V4 and Huawei chips 13:01 Hardware and Infrastructure Bottlenecks 21:03 Energy supply chain 29:58 Edge AI and small models 35:14 Embodied AI and robotics 39:14 China's robotics supply chain 45:43 Different tech paths 53:32 Commercializing scientific advances 58:44 Personal journeys in China tech Links: Follow TP Huang on Twitter / X TP’s Substack and China Tech Talk podcast For transcripts and more, check out the High Capacity newsletter. I'm your host, Kyle Chan, a Fellow at Brookings.
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