China and AI Supply Chains with TP Huang
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China and AI Supply Chains with TP Huang
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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.