Sou Hu Cai Jing·2025-05-10 03:50Group 1 - Major tech companies including OpenAI, Microsoft, and AMD urged the U.S. government to enhance infrastructure, reduce regulatory barriers, and increase AI exports during a Senate hearing [1][3] - OpenAI CEO Sam Altman's shift from warning about AI's potential dangers to advocating for less regulation highlights the urgency for infrastructure improvements, particularly in power supply for AI projects [3][5] - AMD CEO Lisa Su pointed out that despite U.S. export restrictions, Chinese companies are still acquiring AI chips, indicating a robust demand for AI technology in China [5][9] Group 2 - The Senate hearing revealed bipartisan concerns over AI, with a projected budget exceeding $4.3 trillion for AI infrastructure improvements by 2030, indicating a significant investment push [7][9] - A proposed simplified chip ban by the Trump administration aims to restrict Chinese access to technology while simultaneously benefiting Silicon Valley [9][10] - The tech giants are leveraging national security narratives to push for government funding for infrastructure, advocating for relaxed export restrictions, and attempting to shape regulatory frameworks to stifle emerging competitors [10]