#us-china-relations

#us-china-relations

Chinese Premier Li Qiang warned that without a global consensus on AI, it could become an "exclusive game" for a few countries and companies.

The executive order signed by President Trump bans "woke AI" and AI models that aren't "ideologically neutral" from government contracts, potentially disrupting the balance of AI development.

"We must not allow US companies to sell these vital artificial intelligence (AI) assets to Chinese entities," Representative John Moolenaar stated in a letter to Commerce Secretary Howard Lutnick. He emphasized the potential advancement of Chinese AI and military interests through exports of Nvidia H20 GPUs.

The steady drip of revelations about Chinese attacks on US critical infrastructure, businesses, government IT systems, contractors, and perhaps even courts has done little to calm matters. The ongoing threat underscores serious vulnerabilities and necessitates robust protective measures for sensitive data.

Malaysia requires exporters of "high performance AI chips of US origin" to acquire a strategic trade permit before shipping the semiconductors to China, effective immediately.

The US-Vietnam trade deal represents the first full trade pact signed by President Trump with an Asian nation, potentially indicating a template for other Asian accords.

Instead, that's the exact opposite of what happened. Just a day after Lutnick announced a deal had been signed, news broke that Trump is on the cusp of signing executive actions which would dramatically escalate the so-called "AI arms race" with China.

These tariffs represent a new and meaningful cost headwind.

"We're not really carrying DJI drones anymore because of the US-China thing," a store employee told me.