Bloomberg Tech US to Revoke AI Diffusion Rule, The Future of High-Speed Travel
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May 14, 2025 Explore the implications of the U.S. revoking the AI diffusion rule and how it might reshape the tech landscape. Hear about potential collaborations between American companies and Gulf nations in AI innovation. Discover the future of aviation as the ban on supersonic flights over U.S. land is discussed, promising exciting changes for passenger travel. Plus, learn about the intriguing dynamics in venture capital and the rise of solo general partners nurturing new talent in the AI sector.
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Bilateral AI Export Strategy
- The U.S. is rescinding the AI diffusion rule and adopting a more bilateral approach with nations like Saudi Arabia and the UAE for AI infrastructure deals.
- China remains a major concern, with stricter export restrictions on AI chips to prevent technology leaks.
Gulf Deals Offset China Losses
- The Gulf deals with NVIDIA and AMD help offset lost revenue from restricted China exports.
- The renewed access to Gulf markets confirms that the AI buildout in the sector is still in its early stages.
Favor AI Software Over Hardware
- Investors should consider adding software and hyperscaler stocks like Microsoft and Palantir alongside AI hardware companies.
- Software is expected to be the next stage of the AI infrastructure build-out, offering more growth potential.