Why, America? with Leeja Miller How Trump's AI Chip Deal Threatens National Security
Aug 15, 2025
The podcast dives into the controversial agreement allowing Nvidia and AMD to export AI chips to China. Experts warn of dire national security implications and the legality of proposed export charges. It explores the complex relationship between AI technology and chip production, emphasizing supply-demand issues. The discussion extends to AI's military implications, including risks of technology appropriation. Lastly, it highlights the ethical concerns surrounding AI in warfare and surveillance, advocating for a regulatory framework to protect democracy.
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H100 Chips Shifted The AI Power Balance
- NVIDIA's H100 GPU became central to modern AI after the ChatGPT-triggered surge in demand starting in 2022.
- Export controls aimed to stop China from gaining advanced AI capabilities that could shift global power balances.
15% Cut Raises Legal Red Flags
- The Trump administration reversed export bans and then proposed a 15% cut on chip exports to China, raising constitutional and legal questions.
- This proposal likely violates the Constitution's ban on export taxes and the Export Control Reform Act.
Trump's Flip-Flop With NVIDIA
- Leeja describes Trump's flip-flop after talks with NVIDIA's CEO that allowed H20 exports while later proposing a 15% cut on exports.
- She frames the deal as unprecedented and potentially sold national security for revenue.
