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Howard Lutnick discusses the Trump administration's strategic approach to trade, tariffs, economic growth, and national competitiveness, highlighting potential 5-6% GDP growth in 2026 through targeted policies in manufacturing, pharmaceuticals, semiconductors, and reducing government fraud.
Naveen Rao's Unconventional AI is pursuing analog computing systems inspired by brain physics to create more energy-efficient AI hardware that could fundamentally transform computing and potentially bring us closer to understanding intelligence.
Jerry Neumann argues that while AI is revolutionary, the real winners won't be early investors or tech companies, but rather downstream businesses that use AI to expand their market share and pass efficiencies on to consumers, similar to how Walmart and IKEA benefited from containerization.
Michael Kagan, Nvidia's CTO, discusses how Mellanox transformed Nvidia's AI infrastructure by solving network scaling challenges, enabling massive GPU clusters and driving exponential computing performance beyond Moore's Law.
The U.S. government is taking unprecedented equity stakes in companies like Intel and MP Materials as part of a new, more interventionist industrial policy approach that marks a significant shift from traditional government support of industries.
Dylan Patel discusses the recent NVIDIA-Intel collaboration, the AI chip race between the US and China, and the evolving landscape of semiconductor technology, highlighting key developments in data centers, AI infrastructure, and global competition.
A deep dive into building user-owned, privacy-preserving AI infrastructure using blockchain, confidential computing, and decentralized economic models to enable community-driven model training, inference, and governance.
Here's a two-sentence description for the episode: In this episode of China Watch, hosts Alice Han and James King explore three key topics: the geopolitical dynamics of the US-Russia-China relationship, the emergence of state capitalism in the United States under Trump, and China's pioneering role in humanoid robotics. They analyze China's strategic positioning in global affairs, its industrial policy, and its technological advancements, highlighting the country's potential leadership in AI and robotics while discussing the broader implications for global economic and technological competition.
Here's a two-sentence description for the episode: The U.S. government takes a 10% stake in Intel, sparking debates about government intervention in the private sector, while Federal Reserve Chair Jerome Powell signals potential rate cuts at the Jackson Hole conference. Meanwhile, OnlyFans reports impressive financial growth, highlighting its success in capitalizing on societal trends of loneliness and digital intimacy.