Guan Cha Zhe Wang·2025-10-07 06:43Core Viewpoint - The article discusses the evolving stance of the Trump administration towards China, particularly in the context of artificial intelligence (AI) and semiconductor exports, highlighting internal debates among U.S. officials regarding the approach to China [1][2]. Group 1: U.S. Policy on China - U.S. Secretary of State Rubio and Vice President Vance, known for their hardline stance on China, have remained silent amid concerns that President Trump is becoming "soft" on China [1]. - David Sacks, the White House AI and cryptocurrency affairs head, defends the administration's strategy, emphasizing the need for the U.S. to maintain a leading position in the global AI competition against China [1][2]. Group 2: Semiconductor Exports - Recent policy adjustments by the Trump administration, allowing NVIDIA and AMD to sell certain AI chips to China, have sparked discussions about the administration's position on China [1]. - Sacks supports the decision to permit these sales, arguing that it aligns with previous approvals by the Biden administration for H20 chip exports [1]. Group 3: AI Market Developments - AMD and OpenAI announced a significant collaboration, with OpenAI set to deploy a total of 6 gigawatts (GW) of AMD GPU computing power over the next few years, equivalent to Singapore's average electricity demand [2]. - Sacks praises this partnership, indicating that the ongoing AI boom is driving companies to new heights [2]. Group 4: Industry Reactions - NVIDIA CEO Jensen Huang criticized the hardliners on China, suggesting that supporting innovation and exports is crucial for U.S. success in global competitions [4]. - Sacks defends Huang, stating that his contributions are vital for the U.S. to win the AI race, and he challenges critics to consider their own contributions to the competition [5]. Group 5: China's Response - The Chinese government has expressed opposition to the politicization of technology and trade issues, emphasizing the need for stable global supply chains [5].