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Navigating AI Investment and Infrastructure Challenges
This chapter explores the impact of AI advancements on market dynamics, emphasizing the effects of DeepSeek's model on companies like NVIDIA. It delves into the need for improved AI infrastructure in the U.S. amid shifting perspectives on export controls and industrial policy, while examining substantial new investments from tech giants in AI data centers. The discussion highlights the economic implications of this investment landscape, including challenges related to sustainability, profitability, and the intersection of technology with national security.