SIGNAL//SYNTH
Ai

Nvidia, China & the Race to Build Spatial Computing ft. Anshel Sag, Moor Insights & Strategy

aired Nov 14, 2026 · 53.0m
Signal
84.6/ 100
High signal
confidence 0.99
Orig58.4
Actn100.0
Dens100.0
Dpth100.0
Clty44.7
Summary

Good morning, everybody.

Why listen

It goes beyond the title with direct discussion of like, think, know, including: I'm Charlie Fink, and I'm here with my guest co-host, Mike Boland of AR Insider.

Key takeaways
  1. 01So we're going to talk with him about the X-Reel ships
  2. 02It calls into question not only executive behavior and succession and organization, but these chips in China are training their biggest models
  3. 03As you said, you're not sending merchant ships full of these giant Nvidia chips overseas
Best for
listeners looking for a practical AI episode debrief