Chamath Palihapitiya says that the U.S. should drop export restrictions on advanced AI chips and let Nvidia Corp (NASDAQ:NVDA) sell freely into China, arguing that holding the line only gives Huawei the oxygen it needs to build a credible competitor.
The comments landed after Jensen Huang joined President Donald Trump‘s state visit to Beijing as part of a 17-CEO delegation that secured fresh clearance for H200 sales into the world’s second-largest economy.
The Huawei Argument
Palihapitiya framed the chip question as a choice between two outcomes. “We want Nvidia to win. We do not want to give enough oxygen for Huawei to then all of a sudden emerge and have a version of a chip that works,” he said.
Models out of China have already closed most of the gap, according to Palihapitiya, who pointed out that Chinese labs have learned to train competitive systems without the highest-end chips.
Salesforce CEO Marc Benioff, also on the show, agreed that Chinese …
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