Chips, China, and national-security analogy

At Davos, leading AI lab heads sharply accelerated their timelines for artificial general intelligence, with Demis Hassabis pointing to a roughly five-year horizon and Dario Amodei arguing it could arrive far sooner. Those compressed timelines are now reshaping debates around chip exports, AI pauses, and whether global coordination is even possible as competition intensifies. The message is no longer theoretical risk—it’s near-term disruption, and society is not ready. In the headlines: Google says it has no plans for ads in Gemini, Meta may be pulling back on in-house chips, OpenAI signs a major enterprise deal with ServiceNow, and new signals emerge on the timing of OpenAI’s first hardware.

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