The AI arms race is not only a battle between tech companies, it's also a showdown between countries, for military and economic reasons. An estimated $4.4 trillion per year in economic value is being created by AI, and every country wants a slice of the AI pie.
One aspect that has received a lot of media attention is the semiconductor cold war. It centers on the fact that 90% of the world's advanced microprocessors are created by a single company, TSMC, in Taiwan. China is worried about American influence in Taiwan and the potential to be cut off from the source of chips, and the US is worried that China might invade and similarly cut off the chip supply.
It's easy to forget since the world has become so globalized that supply chains have critical points that might become levers in geopolitics. This video walks through some of the implications, at how innovation, politics, and manufacturing are intertwined in unexpected ways. Please subscribe and leave comments about any other topics you'd like me to cover!
0:00 Intro
0:17 Contents
0:22 Part 1: Why countries care about AI
1:06 AI is winner take all
1:45 Getting a slice of the pie
2:28 Country becoming more important
2:50 Part 2: Digital sovereignty
3:44 Countries want their own models
4:11 Geographic location of data
4:47 Made in China 2025
5:59 European Union
6:13 United States: losing the lead
7:03 Part 3: The semiconductor cold war
7:17 TSMC in Taiwan
8:05 Example: Intel vs AMD
8:45 Origins and scale of TSMC
9:32 Why Taiwan makes sense
10:09 Only competitors: Intel and Samsung
10:43 Chinese microchip manufacturing
11:31 Summary of country positions
11:59 US issues microchip ultimatum to citizens
13:01 Conclusion
13:41 Outro
How US Sanctions are Crippling China's Semiconductor Industry
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The geopolitics of AI and the rise of digital sovereignty
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The Geopolitics Of AI Chips Will Define The Future Of AI
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Artificial intelligence is already upending geopolitics
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Taiwan's SECRET WEAPON against China - A History of TSMC
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