Podcast: China and AI supply chains

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Watch or listen to the High Capacity podcast on:YouTubeApple PodcastsSpotifyIn 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 in the video version on YouTube for privacy reasons.Links:@tphuang on Twitter / XTP’s Substack and China Tech Talk podcastTranscriptKyle Chan (00:00)Welcome to a special crossover episode of the High Capacity Podcast and the China Tech Podcast. I’m Kyle Chan, a fellow at Brookings.TP Huang (00:09)And I am TP Huang. I’m just an anonymous dude who writes about China tech stuff online. I’m very excited to join Kyle today to talk about China and AI.Kyle Chan (00:16)TP, you don’t give yourself enough credit. TP Huang is one of the sharpest observers and analysts of China’s tech scene across a huge range of sectors: AI, EVs, and more. If you don’t follow him, you really don’t follow China tech.Today we’re going to talk about China and the AI supply chain. A lot of the discussion around AI focuses on the latest models and maybe some chips, but there’s a lot more to the broader AI stack, from hardware systems and energy to robotics and other applications. We’re not going to cover every part in this episode, but we’ll talk about a few layers of the broader AI stack that we think deserve more atte…