The AI Policy Podcast
Michael Kratsios’s Vision for U.S. Tech Leadership, H20 Export Controls, and Huawei’s Ascend 920
Apr 23, 2025
In this discussion, a pivotal speech from OSTP Director Michael Kratsios outlines U.S. tech policies aimed at revitalizing innovation. The Trump administration's stringent export controls on Nvidia's H20 chip are closely examined, revealing their impact on competition with China. Huawei's new Ascend 920 chip is also discussed, shedding light on the escalating AI race between the two nations. The conversation compares the U.S. and China’s tech landscapes, emphasizing the need for strategic investments and reforms to enhance America's position in global technology.
29:08
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Quick takeaways
- Michael Kratsios emphasizes revitalizing U.S. technology policy through strategic innovation, pro-innovation regulations, and domestic product adoption.
- The Trump administration's export controls on NVIDIA's H20 chip highlight national security concerns and may accelerate China's self-sufficiency in semiconductor technology.
Deep dives
Vision for American Technology Leadership
The Trump administration's technology policy aims to address perceived stagnation in American innovation over the past three decades. The vision articulated emphasizes the need for a revitalized approach to science and technology through three main pillars: making strategic research and development choices, creating a pro-innovation regulatory environment, and promoting the adoption of American products. The objective is to foster a 'golden age of American innovation' that advances technology across multiple sectors, not just digital and biotech fields. This forward-looking strategy seeks to rekindle a comprehensive innovation landscape reminiscent of the rapid advancements seen in the mid-20th century.
