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Saif M. Khan Profile picture
Saif M. Khan
@KhanSaifM
Distinguished Fellow @IFP Prev: Counselor to Secretary, Tech @CommerceGov NSC Director, TechNatSec @WhiteHouse Sr Advisor @ChinaSelect @umdARLIS @CSETGeorgetown
Oct 27 • 14 tweets • 5 min read
1/ Trump is meeting Xi this week for China trade talks.

Congress is worried Trump may offer downgraded Blackwell AI chips as a concession.

If this happens, it could effectively mean the end of US chip restrictions.

Thread with highlights from our new 7,000-word report. Image 2/ First - the reported chip specs:

The “B30A” is rumored to be half of NVIDIA’s flagship B300: half the processing performance, half the memory bandwidth, and half the price.

This means the B30A's performance per $ is similar to the B300.Image
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Oct 21 • 11 tweets • 3 min read
1/ How can the US and partners build a resilient supply chain for rare earths in the wake of China's unprecedent rare earth export controls? @ArnabDatta321, @timhwang, @fiiiiiist, and I present a playbook for an Operation Warp Speed for rare earths, in a joint piece between @IFP and @employamerica. 🧵Image 2/ The US has strong mineral reserves, but has been unable to execute on long-term financing and capital investment due to lack of liquidity, risk intermediation, and timely permitting.