This is an incorrect reading of Sullivan’s speech. Sullivan first says that advanced computing, biotech, and clean tech are going to be the most important techs of this decade. And later in the speech he says in “certain key technologies,” such as advanced logic and memory chips,

Many thanks to Kevin Corke for hosting me on Fox News live over the weekend to discuss China and AI.

my sense is that selling Blackwell chips to china would be quite possibly the most unpopular tech policy move of the trump administration, especially on Capitol Hill. it's plausible that the long-term (really even near-term) result will be much more compute regulation.

Important statement by Rep. John Moolenaar asserting that selling the Nvidia B30A to China would be "akin to giving Iran weapons grade uranium." He's not wrong - exporting Blackwell chips to China is the single most damaging thing the United States could do to its leadership position

Last night, David Feith and I wrote in the The Free Press about the risks posed by Chinese investments in the United States in critical technology areas. It's good that the Administration rejected a trojan horse Chinese investment offer in today's trade deal. thefp.com/p/why-chinese-…

I'll be joining @TBPN at 4:00 to discuss the U.S.-China trade deal, supply chains, and semiconductors - tune in!

China won't let us develop the domestic robot industry unless we impose class-based restrictions on Chinese-produced robots, says Chris McGuire. Why we should consider banning the sale of Chinese-produced humanoid robots on national security grounds:

Thrilled to share that I've joined the Council on Foreign Relations as a senior fellow on China and emerging technologies. Looking forward to writing and speaking more on all things China tech, AI, semiconductors, and other areas, and grateful to contribute to CFR's mission!

Good WSJ story showing that US export controls on AI chips are working. This is our best - and only - lever to slow down China on AI. Now that the strategy is producing real results we should double down and close loopholes, not take our foot off the gas. wsj.com/tech/ai/china-…

WSJ just dropped another strong investigation on how China is exploiting loopholes in U.S. export controls. To summarize what is happening and the loopholes that China is exploiting: 1️⃣ Nvidia ships Blackwell AI chips to Aivres Systems, a U.S.-based company that is 100% owned

Tencent's President admitted that AI chip shortages are slowing the company's growth: "If there is not an AI chip supply constraint, our cloud revenue should be growing more." Tencent's Q3 earnings report also quantifies this: Tencent's Q3 capex spending DECREASED by 24% relative

At 10:00 today, I’ll be testifying at a hearing held by House Foreign Affairs Committee Majority and House Foreign Affairs Committee Dems on export controls on chipmaking tools and their subcomponents, together with Dean W. Ball and Kevin Wolf. Tune in! foreignaffairs.house.gov/committee-acti…

Pleased to join James M. Lindsay on latest episode of The President’s Inbox to discuss US-China technology competition, export controls, and AI. Council on Foreign Relations

It’s not just loopholes in allied countries—it’s also here at home. Currently, there’s NO RESTRICTIONS on China’s access to U.S. cloud services. This means the amount of computing power available to Chinese companies is essentially UNLIMITED.

There is more work to be done in Congress: U.S. law allows subsidiaries of Chinese companies like Huawei to acquire sensitive technologies on our own soil and funnel them to China. We will keep monitoring and work to close this gaping loophole to make our policies effective.

Approving sales to China of Nvidia H200 AI chips, its flagship previous-generation AI chip, would be almost as harmful to U.S. AI leadership as approving the sale of the current-generation B30A Blackwell chip (which POTUS rejected). The below chart compares the H20, B30A, and

Selling H200s to China would not only be bad from a strategic perspective, but it also would reward China for continued violations of the recent US-China trade deal. As part of that deal, China agreed to drop all investigations targeting U.S. companies in the semiconductor

👀 Scoop from Punchbowl News: GAIN AI Act is still alive. Rep. Brian Mast has a new version that will treat AI chip export controls like arms sales and give Congress a review period for sales to China and other countries of concern. Makes sense. AI is the future of warfare.

The fact that the GAIN AI Act, which would have restricted AI chip sales to China, survived until the very end of the NDAA process is a story unto itself. It showed there is significant bipartisan concern about selling AI chips to China. This issue is not going away on the Hill.

This graph, shown on CNBC during Gregory C. Allen’s excellent appearance yesterday, speaks volumes. US cloud providers are dominating the global AI infrastructure buildout because they have access to large quantities of AI chips. Chinese cloud providers do not have access to