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The AI ‘Race’: China vs. the US with Jeffrey Ding and Karen Hao

Your Undivided Attention

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The Importance of Chips in AI and China's Challenges in Chip Manufacturing

Chips are essential for AI, and China faces challenges in chip manufacturing due to export controls. While there are loopholes allowing access to some high-end chips, being cut off could hinder China's ability to innovate. First-mover advantage in chip technology is crucial, requiring experience, expertise, and capital investments. Both the US and China aim to invest heavily in semiconductor industries, but the complexity and global dependencies in chip manufacturing pose significant challenges, making it difficult for China to catch up solely through investments.

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