Push to restore semiconductor manufacturing faces labor crisis: can US train enough workers in time? ...not clear where US will find 300,000 engineers and other high-tech workers needed to staff planned new chip plants Talking about this for 3 years.. theconversation.com/the-push-to-...

ICYMI Trump wants TSMC to take over Intel's plants. Here’s what needs to happen instead | Fortune fortune.com/2025/02/26/t...

Big fines coming for US export violations, says ex-Commerce official, as China sales probed Brilliant, fining companies for selling hard drives to China, whose idea was this? www.reuters.com/markets/us/b...

China's Honor to invest $10bn in AI over next 5 years - Nikkei Asia asia.nikkei.com/Business/Tec...

China dominates the world in renewable energy, including solar and wind - The Washington Post www.washingtonpost.com/climate-solu...

During Open Source Week, China’s AI phenom DeepSeek did something unusual, releasing six separate posts/papers detailing key elements of its hardware and software optimizations. Here are a few observations on the releases.

Would a Ukraine-US deal on rare earths provide a workaround to China’s curbs? Short answer: no. Long answer: no..... www.scmp.com/economy/glob...

How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy China dominates in critical minerals, and President Trump has turned to high-pressure tactics to acquire them. Lots of focus/hand waving, but no serious long-term strategy. Also about the IP. www.nytimes.com/2025/02/26/u...

The Trump administration can avoid a strategic misstep in the AI global race - Microsoft On the Issues Some good points here, but real issue is this whole effort misguided?... blogs.microsoft.com/on-the-issue...

China’s Baiont Quant Says Funds Must Adopt AI to Survive After DeepSeek One of Kai-fu's portfolio companies...think many will be surprised China has such quant funds, even after DeepSeek.. www.bloomberg.com/news/article...

Nvidia will rise on DeepSeek boost for reasoning AI, Jensen Huang says - Nikkei Asia asia.nikkei.com/Business/Tec...

Why Arm’s CEO Sees Room for Nvidia Competitors — The Information “You will start to see some specialized” chips for running AI because so many of the biggest AI developers and cloud providers are developing alternatives to Nvidia chips, Haas said. www.theinformation.com/articles/why...

ICYMI Big....Samsung strikes rare deal with China’s YMTC for NAND chip tech www.chosun.com/english/indu...

Rooting against the only major global US EV company for dubious reasons may not be a winner....

Great to be able to contribute to this....thanks @jessicacweiss.bsky.social for the chance to participate!!

My latest musings on the #TheDeepSeekEffect pstaidecrypted.substack.com/p/the-deepse...

See article I co-authored with the amazing Alvin Graylin on US China AI competition and the major risks around it going forward. Clearly no winners hear, and everyone loses... www.technologyreview.com/2025/01/21/1...

Please see new post on #DeepSeek phenomenon on my new Substack AI Decrypted...will do an update on this fast breaking story soon... pstaidecrypted.substack.com/p/assessing-...

👇👇👇

#ChinaAIWatch China gains on U.S. in AI research, with Tsinghua University chasing Google asia.nikkei.com/Business/Tec... via @NikkeiAsia

#ChinaAIWatch Former Google CEO Eric Schmidt cited advances from Alibaba, Tencent as evidence China was closing gap. “This is shocking to me....thought restrictions we placed on chips would keep them back.” Me: Eric I am even more shocked you are shocked time.com/7204164/chin...

ICMYI Biden plan would encourage AI data centers on federal lands Worried the United States could fall behind in artificial intelligence, the White House wants to accelerate advanced computing capacity. wapo.st/4a7r0q5

Good thread!!!

This....

See my thread on X on the new AI Diffusion rule that could come as soon as tomorrow: x.com/pstAsiatech/...

Important announcement!!

Trump transition team to roll back Biden EV, emissions policies Brilliant!! www.reuters.com/business/aut...

Exxon Plans to Sell Electricity to Data Centers All the fossil fuel companies want to play in AI datacenters... www.nytimes.com/2024/12/11/b...

Nice....