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Risks of Deal-By-Deal Chip Access
- Changing chip export controls to deal-by-deal risks broadening trade tensions beyond China to allies like the EU.
- This uncertainty could hurt chipmakers like Nvidia, implying global chip access depends increasingly on political negotiations.
China's Growing AI Research Edge
- China is rapidly catching up in AI research, now hosting 50% of the world's AI researchers.
- The AI race is a long-term global competition requiring ongoing innovative efforts from the US.
AI Containment vs Diffusion Debate
- There's a growing debate in tech between AI containment versus diffusion strategies.
- Nvidia's Jensen Huang argues spreading American AI worldwide strengthens US tech, opposing strict containment policies.