2 juni 2026 · 13:50

Nvidia China Export Controls: EU Impact Explained

The US Commerce Department has tightened Nvidia China export controls, targeting subsidiary routes through Malaysia used to move hundreds of thousands of advanced AI chips. For European businesses, the consequences are concrete: pressure on ASML, potential Nvidia chip price rises, and a sharper choice between Washington's rules and Brussels's own interests. Today's episode unpacks every angle, plus Microsoft's Surface Laptop Ultra, Nvidia Cosmos 3 physical AI, and an open-source toolkit that runs large models entirely on your own laptop.