The AI Policy Podcast Tariffs, Nvidia’s H20 Export Control Exemption, and OMB’s New AI Guidance
Apr 10, 2025
Dive into the world of AI and trade as the podcast dissects the implications of Trump-era tariffs on the U.S. AI landscape. Discover Nvidia's exciting exemption from export controls for H20s and how this can reshape the market. The conversation also covers the White House's latest AI guidance aimed at overcoming policy hurdles for government adoption. Additionally, the panel critiques the EU's ambitious AI Continent Action Plan, highlighting the gap between aspirations and reality amidst rising tensions over technology dependence.
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Gregory's Congressional Testimony
- Gregory C. Allen testified before Congress on the AI race with China, focusing on the DeepSeek model.
- This hearing revealed deep congressional interest in AI competition with China.
Complex AI Hardware Supply Chains
- AI hardware supply chains are deeply international and complex, involving goods crossing borders multiple times.
- Tariffs on components beyond chips risk increasing costs and disrupting the AI ecosystem.
Need Stable Policy for Chip Fabs
- Building semiconductor fabs in the US requires multi-year, multi-billion dollar investments needing policy stability.
- Current tariff volatility deters investment, limiting domestic production capacity growth.