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Niccolo De Masi

👤 Person
41 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And ultimately, that kind of a transaction never even came up in the conversations between the two leaders.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And yet the whole.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

broader issue of whether Nvidia would be able to sell a more sophisticated version of its AI chips to China really hasn't gone away completely.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And we had our exclusive last week, Kara, that you saw showing that the president and his advisors are deliberating this question.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And it appears that they are settled on whether or not to allow the H200, which is of the hopper design and still a very fast and very powerful AI chip

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

If they allowed this sale, it would be a big change in U.S.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

export control policy with respect to China and artificial intelligence.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

The Trump administration and its predecessor, the Biden administration, view China as the top U.S.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

competitor in this area of artificial intelligence.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And granting them, China that is, the technology to be able to advance in this race is a very sensitive question here in Washington.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Well, Carol, I'm glad you asked that because that really is the debate right now.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And Jensen Wang is very much at the center.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

He has been arguing that, look, if we want to compete with China globally in the race for artificial intelligence dominance, we need to be able to compete inside China, too.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And that means we will have to sell some of our technology in the Chinese market, which happens to be the world's largest market for semiconductors right now.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

Now, that is an argument that has won some favor inside the administration.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And you heard during the interview this morning between our colleagues Lisa Abramowitz and Donnie Berger and the Commerce Secretary Howard Lutnick, the secretary articulated that himself, that there is a tension and a debate.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

There are others who are more hawkish on the national security side, though, Carol, who view granting China any sort of access to this sophisticated technology simply paves the way for creating more risk for the U.S.,

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

It would grant Beijing's authorities, including the military and intelligence apparatus, access to more sophisticated technology and artificial intelligence than they currently have right now.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

And it could allow for more surveillance and other uses in advanced weaponry that the U.S.

Bloomberg Tech
Big Tech’s AI Debt Is Raising Investors’ Eyebrows

would just as soon not see happen.

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