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Nvidia chief Jensen Huang praises China's advances in artificial intelligence as he attends the China International Supply Chain Expo. Also on East Asia Tonight: A former US envoy to China dismisses criticisms that Beijing has an upper hand in trade negotiations, while Indonesia reaches a deal with the US to lower tariff rates from 32% to 19%. Also, farmers in Japan are warning of further price hikes ahead amid rice shortage.
Jensen is working hard for that Chinese's bread as he should be as a CEO.
Looks like US businesses are going to get endlessly jerked around by trade talks. This time around it is because China has something we desperately need right now, rare earths, and the Chinese are at least temporarily willing to horsetrade.
Looks like US businesses are going to get endlessly jerked around by trade talks. This time around it is because China has something we desperately need right now, rare earths, and the Chinese are at least temporarily willing to horsetrade.
OT but Unfortunately this has always been the case.
Biden admin were "experts" on semiconductors (chips act subsidy was implemented weirdly). Biden admin also started the AI bans, now extended.
Obama to his credit seemed to do positive things in this space (NIST, DoEnergy funding, a push for more STEM)
W Bush demonstrated mastery of technology by using the term "the interwebs".
"Al Gore invented the Internet" (presidential candidate year 2000). He was also a green champion while having an extremely energy hungry lifestyle and main residence.
I see it a little differently - you point out some differing aspects, though
* Focus - are the tariffs, incentives, and other policies focused on the right sectors to help America’s economy and security. HW Bush, not so much (silicon chips and potato chips are the same priority), Trump, Nope - all over the map. I would argue yes for Obama, and Biden (tech, chips, clean energy / energy independence), with some protection for the auto industry during the Great Recession. Growing focus on how to deal mostly with China economic threat.Bushes and Clinton didn’t do so well on China.
* Coherency and consistency - does the collection of policies point in clear directions or do the policies interfere with one another, plus are they in place long enough to make progress. You can fault all politicians on this one, but Trump is by far the single worst on this one. Tariffs one day, temporarily deal frameworks and postponements the next, for every country and market segment.
* Does the politician walk the walk - do they abide by the goals of their policies. Gore and Trump (businesses that rely on “made in China”) not so much.
OT but Unfortunately this has always been the case.
Biden admin were "experts" on semiconductors (chips act subsidy was implemented weirdly). Biden admin also started the AI bans, now extended.
Obama to his credit seemed to do positive things in this space (NIST, DoEnergy funding, a push for more STEM)
W Bush demonstrated mastery of technology by using the term "the interwebs".
"Al Gore invented the Internet" (presidential candidate year 2000). He was also a green champion while having an extremely energy hungry lifestyle and main residence.
I'm very sure USG have, or at least could have sourced credible external expertise on semiconductors with ease. Unlike with mainland China, which had only single digit number of people in the whole country who had any expertise with modern semiconductors 20 years ago.
I don't think it's about the level of expertise what mattered the most. If USG really wanted to secure at least the survival level semiconductor capacity, it could've done it with ease. I tend to think, it never been a real goal as such.
