Dr. Nada Sanders, a distinguished professor of supply chain management, delves into the intricate relationship between tariffs and AI. She discusses how trade wars complicate the supply chain for AI technologies and emphasizes the urgent need for companies to adapt amidst rising costs. The conversation highlights challenges in resurrecting U.S. semiconductor manufacturing and navigating innovation in a slowing economic landscape. Sanders also addresses the competitive risks posed to smaller firms due to monopolistic dynamics in the tech industry.
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insights INSIGHT
AI Supply Chain Vulnerability
AI supply chains are complex and globally intertwined, vulnerable to tariffs and export restrictions.
This complexity makes shifting production slow and difficult, like redirecting a locomotive.
question_answer ANECDOTE
Baby Formula Analogy
Dr. Sanders recalls the baby formula contamination incident, highlighting the difficulty of quickly establishing production facilities.
Even simple products face regulatory hurdles, making rapid shifts in complex AI production even more challenging.
volunteer_activism ADVICE
Focus on Usable AI
Focus on AI technologies that are currently useful and align with your strategic objectives.
While long-term innovation is crucial, prioritize immediate needs in uncertain times.
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a hot team, a legendary season, and a heart-stopping World Series : the story of the 1975 Cincinnati Reds
Joe Posnanski
In 'The Machine', Joe Posnanski chronicles the 1975 season of the Cincinnati Reds, often referred to as the Big Red Machine. The book delves into the larger-than-life personalities of players like Pete Rose, Joe Morgan, and Johnny Bench, as well as other key team members such as Tony Perez, Davey Concepcion, and Ken Griffey Sr. Posnanski explores the team's dominant performance throughout the season and their dramatic World Series against the Boston Red Sox, particularly the epic Game 6. The book humanizes the players and provides insights into their motivations, struggles, and the team's overall dynamic under manager Sparky Anderson.
I sat down with Dr. Nada Sanders, a distinguished professor of supply chain management at Northeastern University, to better understand the impact that tariffs and a trade war could have on the business and field of AI.
Episode Links:
The semiconductor pipeline: https://datacenterpost.com/ais-hardware-hunger-the-global-semiconductor-supply-chain-under-pressure/
The latest on the tariffs and trade war: https://www.bbc.com/news/articles/c62z54gwd22o
Nvidia’s US push: https://www.thedeepview.co/p/nvidia-to-produce-500-billion-worth-of-supercomputers-in-the-u-s-for-the-first-time
Apple’s US push: https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/
Outline: 0:00 – Intro 4:09 – The vulnerability of the AI supply chain 19:13 – Is it realistic to bring production back to the US? 27:31 – Innovation could plateau 34:04 – The challenge of navigating uncertainty, even if the tariffs come off
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