An NVIDIA AI-Chip Whitelist, a Bruising BIS Hearing, and New York’s Data-Center Freeze
With co-host Adam Goodwin
About this episode
NVIDIA has quietly cut more than half its authorized Asian customers, building a new whitelist to keep advanced AI chips from reaching China through third countries. Gregory C. Allen and co-host Adam Goodwin dig into what that reversal says about years of NVIDIA denials, the firm’s Washington overhaul under new external-affairs chief Bruce Andrews, and a striking claim from inside China that every chip it can make — “even those lower grade chips that no one wanted before” — is now sold out.
Then: BIS Under Secretary Jeffrey Kessler’s testimony before the House Foreign Affairs Committee, where a bipartisan lineup — Chairman Brian Mast, Bill Huizenga, ranking member Gregory Meeks, Keith Self, and Young Kim — dogpiled Commerce over stalled rulemaking, policy-by-private-letter, and the unenforced foundry due-diligence rule that lets Chinese front companies make chips at TSMC and Samsung. Finally, Governor Kathy Hochul’s first-in-the-nation moratorium on data center construction, and why it may be less a crackdown than a political needle-thread over a build-out New York is already losing to Texas and Virginia.
In this episode
- 00:10Cold open — remembering Senator Lindsey Graham
- 04:55NVIDIA’s customer whitelist and the China chip-smuggling problem
- 13:50Jeffrey Kessler’s bipartisan roasting at the BIS oversight hearing
- 28:40New York’s data center moratorium and the politics of the AI build-out
- 36:45Coming up next week