Nvidia CEO Jensen Huang said that maintaining the US edge in artificial intelligence will require a steady approach that ensures China remains hooked on American technology https://t.co/OnQ7QSSgSm ...

Infrastructure & Technology Focus - The document centers on infrastructure, the American technology stack, and the energy required to support it [2] - A key aspect involves removing onerous regulations to facilitate data center development and the energy needed to power them [3] - Building AI globally on the American technology stack is another significant component of the document [4] AI Regulation & Export Strategy - The US aims to set a lighter regulatory tone for AI [6] - Focus is on deploying technology and infrastructure abroad, influencing the relaxation of export curbs on H20 chips from Nvidia to China [6] - Relaxing export curbs on H20 chips from Nvidia to China is seen as a step to enable American companies, especially Nvidia, to compete in China and prevent China from dominating technology exports [6] Implementation & Policy - The success of the policy directives depends on gaining traction with industry, Congress, federal bureaucracy, agencies, and state/local levels [2] - The administration intends to enhance the deployment and export of American technology, including chips, software, and related components [7]

AI Strategy - Winning the AI race requires innovation, infrastructure, and exports [1] - The US government's role is to enable the private sector by removing red tape [2] - American technology should become the global standard to create a large ecosystem [4][5] Innovation - Innovation is crucial to outcompete global adversaries in AI [1] - The private sector drives innovation in the United States [2] AI Infrastructure - Building the biggest and best AI infrastructure is essential, as AI applications are power-hungry [2] - Significant investments in power generation and the grid are needed to support data centers [3] AI Exports - Exporting American technology globally is vital [4] - Aim to expand the adoption and diffusion of American technology worldwide [5]

AI Race Strategy - The US aims to win the AI race through innovation, AI infrastructure, and AI exports [2][3][5] - Government's role is to enable the private sector by removing red tape, particularly in energy, to support AI infrastructure [3] - AI infrastructure requires significant investments in power generation and grid improvements [4] - Exporting American technology to make it the global standard is crucial for creating a large ecosystem [5] Semiconductor Policy and Competition - The US should not sell its most advanced semiconductors to China [7] - Selling deprecated chips like H20 to China is a continuation of existing policy [7] - Huawei has made significant progress and is exporting its technology, necessitating competition to take market share [8] - Restricting all sales to China could create a subsidy for Huawei, funding their R&D and developer ecosystem [8][9]