<p>In 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.</p><p>Note: TP Huang is not on video, just audio.</p><p>00:00 Intro</p><p>01:13 DeepSeek V4 and Huawei chips</p><p>13:01 Hardware and Infrastructure Bottlenecks</p><p>21:03 Energy supply chain</p><p>29:58 Edge AI and small models</p><p>35:14 Embodied AI and robotics</p><p>39:14 China&#39;s robotics supply chain</p><p>45:43 Different tech paths</p><p>53:32 Commercializing scientific advances</p><p>58:44 Personal journeys in China tech</p><p>Links:</p><ul><li>Follow TP Huang on <a href="https://x.com/tphuang" target="_blank" rel="ugc noopener noreferrer">Twitter / X</a></li></ul><ul><li><a href="https://tphuang.substack.com/" target="_blank" rel="ugc noopener noreferrer">TP’s Substack and China Tech Talk podcast</a></li></ul><p>For transcripts and more, check out the <a href="https://www.highcapacity.org/" target="_blank" rel="noopener noreferer">High Capacity newsletter</a>.</p><p>I&#39;m your host, <a href="https://www.kyleichan.com/" target="_blank" rel="noopener noreferer">Kyle Chan</a>, a Fellow at Brookings.</p>