The chapter explores the potential impact of a second Trump administration on the semiconductor industry, highlighting the US focus on leading in chip technology and China's push for self-sufficiency. It discusses global investments in semiconductors for national security, workforce development needs, and concerns over AI chip exports to the Middle East and China's military ambitions.
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Bloomberg News Senior Finance Reporter Sri Natarajan discusses how a growing number of financial elites are throwing their weight behind Donald Trump, despite Trump being found guilty in the first criminal trial of a former US president. Bloomberg Opinion Senior Executive Editor Tim O’Brien shares the details of his column Trump Fought the Law and the Law Finally Won. Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, talks about the US slowing AI chip exports to Middle East by Nvidia and AMD. Adam Sullivan, CEO of Core Scientific, explains how the Bitcoin mining industry is adapting to the environment post-halving. And we Drive to the Close with John Mowrey, CIO at NFJ Investment Group.
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