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OpenAI Launches Codex, Meta Delays Llama 4 Behemoth | Matt Grimm, Kevin Weil, Blake Scholl, Tim Fist, Chris Best, Sean Henry

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Geopolitics of AI Chip Competition

This chapter examines the strategic role of inference compute in the realm of frontier AI, particularly amid the U.S.-China tech rivalry. It discusses the implications of U.S. trade restrictions on NVIDIA chips, emerging AI technologies in global markets, and the balance of national security concerns with technological competitiveness. The conversation also highlights the challenges and opportunities faced by AI companies navigating the complexities of international relations while innovating.

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