Every one of us here is carrying a superco computer. It's warm. It's wet.It's squishy and we've had it ever since we were born. This supercomput runs off a cheeseburger and consumes roughly the same amount of energy as a light bulb. And no, as you're probably thinking, I'm not referring to the smartphone in your pocket. I'm referring to the brain in your head.Brains are amazing organ. Uh they allow us to understand the world we live in. We use our brains to control our bodies, to talk with one another.And w ...

The US will seek agreements with eight allied nations as part of an effort to strengthen supply chains for the computer chips and critical minerals needed for AI tech, according to the top State Department official for economic affairs https://t.co/jB1fbGM6XC ...

Meanwhile, President Trump vowing big tariffs on computer chips unless companies manufacture them in the United States. CNBC's Megan Cassella is live in Washington with that. Megan, good morning.>> Hey, Melissa. Good morning. So, really for the first time, the president offering us last night a preview of just how high he's looking to lift those tariffs on all imports of semiconductors as soon as sometime this month.Take a listen. We'll be putting a tariff on of approximately 100% on chips and semiconductor ...

Manufacturing Renaissance & Investment Impact - The administration highlights a $17 trillion investment aimed at revitalizing American manufacturing [1] - The focus is on bringing back companies that had previously moved production overseas [2] - This initiative is expected to create jobs, generate wealth, and enhance national security [4] Semiconductor Industry - The US aims to regain its dominance in the chip industry, targeting almost 50% chip production domestically, a significant increase from near-zero [3] - Major chip companies are investing in facilities in Arizona and other locations [3] Workforce Development - Emphasis is placed on training and developing a skilled American workforce to fill new manufacturing jobs [5][6] - Training centers are being established alongside manufacturing plants to equip workers with necessary skills [6] Energy Sector - The US energy sector is experiencing a boom, leading to lower gasoline prices [7][8] - Despite global trends towards renewable energy, the US has increased coal production [7]

Geopolitical & Economic Landscape - China has become the world's second-largest economy and a military superpower, but faces industrial choke points hindering its independence [1] - These choke points make China vulnerable to US pressure in trade wars and export controls [1] Industrial Challenges & Opportunities - China faces challenges in advanced computer chips and essential manufacturing components [2] - China is systematically addressing these choke points using AI to accelerate progress [2] - Some choke points, like advanced semiconductor manufacturing, may take years or decades to resolve, while others are nearing resolution [2] Competitive Landscape - Products affected include carbon fiber for aviation and ball bearings for various industries [3] - European, Japanese, and American rivals are now on high alert due to improving Chinese quality and yield [3]