Nvidia CEO Jensen Huang says the company will “continue to be rigorous” in preventing chips from ending up in the wrong hands during an interview with @EdLudlow on Bloomberg TV https://t.co/8bf7q914IS https://t.co/k4ygOmrVjZ ...

This is going to upend quite a bit of convention in the Middle East. I'm not sure what Israel thinks about having the same firepower as Saudi Arabia, but should we assume that Congress is okay with this and that this deal is done. I don't think we should assume that this was an announcement of an intent to sell.And when you think about the last time the United States said it was going to sell F-35s to an Arab military, it was the United Arab Emirates. It was before the Abraham Accords. And the sale of those ...

[Music] [Applause] [Music] Whoever becomes the leader in AI will be the ruler of the world. I didn't say that. Vladimir Putin did all the way back in 2017.If you look throughout history, the greatest civilizations have always been tied to technology and sovereignty has always been tied to technology as has power. So the greatest risk of our time isn't in my view inflation, market instability or even war in the conventional sense. It's that we democracies fail to re-imagine what a technological republic look ...

Joining us now to break down the winners and the losers or what we know and what we don't from these negotiations, former assistant US trade representative for China affairs, Jeff Moon. Jeff, it's great to have you here. I mean, look, there seems to be a lot of things that were said, but also a lot of details that are left unsaid.Trump is saying the meeting was amazing. When I look at this, it looks like maybe we're just back to around where we were in August for some of these things. rare earths I get is a ...

Geopolitical Implications - China's new rare-earth controls impose extra scrutiny on exports of rare earths to be used in chips [1] - The controls are perceived as a message indicating potential retaliation [1] Industry Impact - The controls specifically target rare earths used in chip manufacturing [1]

Industry Impact - The Netherlands-China chip dispute poses a threat to Europe's automotive production [1]

Risk Assessment & Technological Advancement - The company excels at managing technology and product design risks [2][3] - Geopolitical risk is a significant and uncontrollable concern for the company [3][4] AI Development & Competition - The US and China are close in overall AI development, varying by technology stack layer [5] - China leads in energy, while the US leads in chips [5][6] - US models (OpenAI, Anthropic, Gemini) are generally better, but China's open-source models are ahead [6] - China's applications are advancing rapidly due to a quick adoption rate and less industrial regulation [6][7] Strategic Considerations for AI Leadership - A nuanced strategy is needed to balance maintaining a lead in advanced chips with enabling global AI developers to build on the American tech stack [9][11] - The US aims to ensure America and its allies have access to the most advanced AI chips [10] - Preventing others from building on the American tech stack risks creating parallel AI ecosystems [15] - The goal is for the American tech stack to account for 80% of the world in five years to win the AI race [16] - Isolating American technology and forfeiting the global market would hinder America's AI leadership [17] - China represents 30% of the technology market with a billion users, making it a crucial market [16][17]

The United States of America should be a leader in artificial intelligence, bitcoin, chips, drones, nuclear energy, rare earths, rockets, and more.We should be unashamed of our ambition to continue dominating on the global stage. 🇺🇸 ...

Geopolitical Strategy - Taiwan's chip industry is currently its most powerful weapon against China's pressure [1] - Chips offer a temporary advantage, but won't provide a permanent solution to geopolitical challenges [1]

Group 1: Market Overview - The S&P 500 index has shown fluctuations, reflecting broader market trends and investor sentiment [1] - Recent performance of major tech stocks, including Intel, Microsoft, and Oracle, has been a focal point for market analysts [1] Group 2: Company-Specific Insights - Intel Corporation is facing challenges in maintaining its market share amid increasing competition and technological advancements [1] - Microsoft Corporation continues to demonstrate strong growth, driven by its cloud services and software solutions [1] - Oracle Corporation is experiencing positive momentum, particularly in its cloud offerings, which are contributing to revenue growth [1]