Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is starting to plateau, and what he expects from Anthropic’s IPO.
Chris McGuire is a senior fellow for China and emerging technologies at the Council on Foreign Relations. Ara Kharazian is the Lead Economist at Ramp.
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