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The Geopolitical Landscape of Semiconductors
This chapter explores Taiwan's pivotal role in global semiconductor production, particularly through the lens of TSMC's influence on U.S. and Chinese relations. It highlights the urgent need for the U.S. to strengthen its semiconductor capabilities in light of escalating geopolitical tensions.
Our 198th episode with a summary and discussion of last week's big AI news!
Recorded on 01/31/2024
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Hosted by Andrey Kurenkov and Jeremie Harris.
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In this episode:
- DeepSeek releases R1, a competitive AI model comparable to OpenAI’s O1, leading to market unrest and significant drops in tech stocks, including a 17% plunge in NVIDIA's stock.
- OpenAI launches Operator to facilitate agentic computer use, while facing competition from new releases by DeepSeek and Quen, with applications seeing rapid adoption.
- President Trump revokes the Biden administration's executive order on AI, signaling a shift in AI policy and deregulation efforts.
- Taiwanese government clears TSMC to produce advanced 2-nanometer chip technology abroad, aiming to strengthen global semiconductor supply amidst geopolitical tensions.
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