Navigating Challenges in AI and Semiconductor Policies

This chapter examines NVIDIA's struggles with U.S. regulations, specifically the restrictions on exporting its H20 chip to China, while seeking expansion in the Gulf region. It features insights from a White House Senior Policy Advisor about the importance of U.S. leadership in AI technology and the strategic deals made during a presidential visit to the Middle East. The discussion also covers export control complexities, bipartisan concerns about technology deployment, and the significance of U.S. alliances in resource-rich areas for future growth.