This is John Bachelor, a conversation with my colleague Chris Regal, the CEO of scholar.com about the Chinese

boast that Huawei has now managed to create invidious scale chips.

However, there is a hesitation here.

What scale?

Huawei is not at this point producing the highest end chips that

NVIDIA has to sell and video continues to sell chips into China and that's what

Huawei is matching not the highest end.

Chris explains why it would be that Shijin-Ping's Chinese Communist Party is boasting of matching and boasting of their ability to manufacturer chips.

The competition is ferocious, there's a lot of posturing but Chris sorts it out.

Chris Regal, scholar.com responding to the

Huawei Chinese Communist Party boast that they've matched NVIDIA, where, how, when, more of this tonight.

This is Mr. She positioning, a bit of saber rattling to say if you don't allow us to buy advanced video chips

we'll make them ourselves. In most cases the Chinese can duplicate American

technology reverse engineer and copy appropriate intellectual property.

When it comes to the high-end chip environments much, much harder to do so.

So can Mr. She project being able to make a peer to Invidia he can project all he

wants in reality not a chance and because of the ban that's been in place now for several years of ASML, the Dutch lithography maker, who makes the most advanced tools.

Can the Chinese get that tool to make that chip? No. May they have one from an earlier

iteration or something that was smuggled in, it's possible, but can they build this

at scale? No. So if I'm Jensen Wong at Invidia, I'm not really shaking in my boots about the Chinese threat.