Mark Kennedy

Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, teams up with Paul Triolo, partner at DGA Albright Stonebridge Group, to delve into the riveting US-China tech rivalry. They dissect the impact of US export controls on China's tech landscape and how these measures have accelerated China's drive for chip independence. The duo explores semiconductor choke points, the potential for self-sufficiency, and the critical role of energy availability for AI infrastructure. Unpacking each nation's strengths, they paint a vivid picture of the tech race's future.