China and AI Supply Chains with TP Huang

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 Intro01:13 DeepSeek V4 and Huawei chips13:01 Hardware and Infrastructure Bottlenecks21:03 Energy supply chain29:58 Edge AI and small models35:14 Embodied AI and robotics39:14 China's robotics supply chain45:43 Different tech paths53:32 Commercializing scientific advances58:44 Personal journeys in China techLinks:Follow TP Huang on Twitter / XTP’s Substack and China Tech Talk podcastFor transcripts and more, check out the High Capacity newsletter.I'm your host, Kyle Chan, a Fellow at Brookings.