JP Kleinhans

Reva Goujon, an analyst at the Rhodium Group, and JP Kleinhans from SNV join Jay Goldberg of Digits and Dollars and Dylan Patel of SemiAnalysis for a riveting discussion. They delve into the CHIPS Act's funding priorities, revealing its impact on major semiconductor firms. The group also explores the existential implications of AI on global power dynamics and the rising risk of a tech 'splinternet.' Additionally, they examine the geopolitical tensions between the U.S. and China and how these dynamics shape the future of technological innovation.