Part 5/10:
Geopolitical Considerations
Another layer of complexity was added when discussing the geopolitical implications of AI advancements. The embargo on powerful chips such as NVIDIA’s H100 presented challenges for U.S. firms. DeepSeek’s use of H800 chips, which are approved for use in China, raises concerns about global competitiveness. If Chinese firms can leverage cheaper and potentially less capable chip technology to achieve significant outcomes in AI, the implications for U.S. dominance in the tech sector are profound.