Chips Are the Future of AI. They’re Also Incredibly Vulnerable. With Chris Miller
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The Geopolitical Vulnerability of Taiwan in the AI Chip Industry
This chapter explores Taiwan's role as a major chip producer and its vulnerability in potential conflicts with China, focusing on the implications for chip supply chains and the risks associated with energy supply and blockade scenarios. It draws parallels to a 'compute Cold War' and discusses the significance of AI access in modern competition, highlighting the potential impacts on wealth inequality and the challenges of cognitive tasks mechanization.
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