AI and Software
China AI and export controls
chip export controls, Chinese AI labs and chips
- Episodes
- 23
- Share
- 2.5%
- Shows
- 23
- Net sentiment
- −0.24
Down from 3.4% of episodes in the weeks before; net sentiment was −0.17.
Bullish 2Mixed 9Neutral 6Bearish 6
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Authors argue tighter controls would sharply limit China's AI chip output, favoring the US position.How China Got 340 DUVi Lithography Machines and Why We Should Stop Selling Them with Saif Khan and Nick Brown · The AI Power Podcast · Oct 19
- Strong Chinese demand for Nvidia chips suggests robust orders despite export restrictions and supply constraints.Unrest in Europe & LeBron’s Season Debut 10/20/26 · Squawk Pod · Oct 20
Bearish 6
- China's control of batteries, magnets and motors is framed as a strategic vulnerability for the US.Building our piece of the electric stack · Volts · Oct 23
- Cheap Chinese open-weight models could be used to flood the market and pressure US AI firms and growth.Can OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime · The Prof G Pod with Scott Galloway · Oct 19
- Chinese open models are gaining global users through free access, threatening Western AI market share.Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
- Notes the government's DeepSeek ban could chill startups building on Chinese models.Why AI Companies Are Betting Personality Beats Intelligence · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 20
- US government restrictions on Chinese models signal security risks and limits on adoption by government users.Uneasy Money: Is the Internet Breaking Because Bots Never Get Lazy? · Unchained · Oct 22
- He warns China is accelerating AI and could dominate if the US lags in building.Ross Perot Jr. on Why Texas Keeps Winning · POWERS · Oct 21
Mixed 9
- Proposed controls add uncertainty for firms relying on Chinese open models, though the impact may be limited.(Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips · Sharp China with Bill Bishop · Oct 21
- Restrictions on Chinese models could raise costs and risks for American firms while protecting U.S. AI leadership.Ep 886: The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You (Replay) · Everyday AI Podcast – An AI and ChatGPT Podcast · Oct 21
- DeepSeek ban raises procurement risk, while open Chinese model releases keep spreading and undermining restrictions.The DeepSeek Ban Meets a $50 Breach Nobody Can Cancel · The Context Report: Today in AI · Oct 20
- Export controls may push China to accelerate domestic tool development, though the outcome is uncertain.Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang · SemiAnalysis Weekly · Oct 23
- Federal DeepSeek ban and Chinese Nvidia card orders show export controls are leaking, with inference demand still strong.No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36 · This Week in AI · Oct 22
- US bans DeepSeek in civilian agencies while Chinese giants place a large export-compliant chip order.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
Show 3 moreShow fewer
- China's state support for green industries brings benefits but raises dependence and security concerns.Cut demand or cut supply? Rethinking climate policy · Brookings Podcast on Economic Activity · Oct 22
- China is catching up through volume and top-down copying, while US culture of questioning may still win.The Future Of Fighter Jets - EP 93 Hermeus With Zach Shore And A.J. Piplica · Core Memory · Oct 21
- A Chinese math AI alliance is framed as China catching up to the US, with no clear lean.ASML – The Machine Behind the Machines · Up Against Reality · Oct 20
Neutral 6
- Covers Ding's ties to Chinese AI firms and government talent programs, a case study in tech transfer risk.Episode 5: The Architect - Linwei Ding · The Espionage Files · Oct 19
- Compute gaps and chip export policy are analyzed factually, with China's domestic AI chip production as the central question.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
- Discussed factually as a competition over AI adoption and artificial general intelligence, with no clear investment lean.War or Peace?: The United States and China, 2026–2049 with Tim Hames · Aspects of History · Oct 23
- Discussion of foreign governments seeking AI technology is factual background rather than an investing call.Did OpenAI Just Catch a Spy? · The Journal. · Oct 22
- Discusses the US cutting off access to models for non-US nationals and how that shaped sovereign AI demand.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast: How AI Gets Built — with Matt Turck · Oct 22
- Commerce Department connected vehicle rule banning Chinese hardware and software takes effect in 2027.Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? · Stewart Squared · Oct 22
Around it
Companies named
Shows that covered it most
- The AI Power Podcast1
- The Espionage Files1
- The Prof G Pod with Scott Galloway1
- ChinaTalk1
- Squawk Pod1
- The AI Daily Brief: Artificial Intelligence News and Analysis1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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