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24min chapter
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More
Sharp Tech with Ben Thompson
Navigating AI Chip Geopolitics
This chapter explores the complex dynamics of AI chip supply, focusing on U.S. export control policies and their implications for companies like NVIDIA. It highlights the balance between fostering innovation and addressing geopolitical tensions, particularly with China and Taiwan. The discussion raises concerns about the impact of these policies on U.S. technological leadership and the semiconductor industry as a whole.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode