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Paolo Kavao
Senior fellow at the Harvard Kennedy School focusing on the intersection of technology and government, contributing expertise on semiconductor policy and geopolitics.
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Jan 9, 2026
• 31min
A strange turn in the AI chip race with China
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Paolo Kavao, a Senior Fellow at the Harvard Kennedy School, and Matt Sheehan from the Carnegie Endowment for International Peace dive into the intrigue of NVIDIA's AI chip sale to China. They discuss the implications for national security and U.S.-China tech competition. Paolo highlights the risks of increased government involvement, while Matt argues for limiting GPU exports to prevent military enhancements. They also address the fragility of supply chains, the importance of U.S. manufacturing investment, and the challenges posed by restrictive visa policies for attracting AI talent.
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