U.S. Takes 10% Stake in Intel and Nvidia Halts H20 Production for China
In this episode, we unpack the Trump administration’s $8.9 billion deal to acquire a 9.9% stake in Intel, examining the underlying logic, financial terms, and political reactions from across the spectrum (00:33). We then cover Nvidia’s sudden halt in H20 chip production for China, its plans for a Blackwell alternative, and what Beijing’s self-sufficiency push means for the AI race (28:18).
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Trump's AI Chip Licensing Deal, AI Spending Bubble Concerns, & New Advances for Gov't AI Adoption
In this episode, we'll break down the Trump administration’s new licensing agreement with Nvidia and AMD for semiconductor exports and what this development means for U.S. national security (00:35), explore concerns about an AI-driven economic bubble (22:17), and unpack recent advancements for the federal government's adoption AI after the U.S. General Services Administration approved OpenAI, Anthropic, and Google as vendors (37:18).
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H20 Export Dispute and Industry Responses to the EU AI Code of Practice
In this episode, we cover the renewed debate over U.S. approval of Nvidia’s H20 chip exports to China, from political pushback in Washington to reactions in Beijing (00:30). We also examine how the AI industry is responding to the EU AI Code of Practice and the reasons some companies are choosing not to sign (44:53).
Read Gregory C. Allen's report on DeepSeek here.
Watch or listen to our event with OSTP Director Michael Kratsios here.
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Unpacking the White House AI Action Plan with OSTP Director Michael Kratsios
On July 30, the CSIS Wadhwani AI Center hosted Michael Kratsios, Director of the White House Office of Science and Technology Policy for a discussion breaking down the recently released AI Action Plan and discuss the Trump administration’s vision for U.S. AI leadership and innovation amid strategic competition with China.
As the thirteenth Director of the White House OSTP, Mr. Kratsios oversees the development and execution of the nation’s science and technology policy agenda. He leads the Trump administration’s efforts to ensure American leadership in scientific discovery and technological innovation, including in critical and emerging technologies such as artificial intelligence, quantum computing, and biotechnology. In the first Trump administration, he served as the fourth Chief Technology Officer of the United States at the White House and as Under Secretary of Defense for Research and Engineering at the Pentagon.
Watch the full event or read the transcript here: Unpacking the White House AI Action Plan with OSTP Director Michael Kratsios
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In Memoriam: Andrew Schwartz, Our Friend and Colleague
In this special episode, we honor the life of Andrew Schwartz, Chief Communications Officer at CSIS and beloved co-host of this podcast. Andrew was a mentor, a friend, and a tireless champion of the CSIS Wadhwani AI Center’s work. His humor, personal stories, and passion shaped this show and left a lasting impact on all of us. Our team, our community, and CSIS will miss him deeply.
Join CSIS’s Gregory C. Allen, senior adviser with the Wadhwani AI Centers, on a deep dive into the world of AI policy. Every two weeks, tune in for insightful discussions regarding AI policy regulation, innovation, national security, and geopolitics. The AI Policy Podcast is by the Wadhwani Center for AI and Advanced Technologies at CSIS, a bipartisan think-tank in Washington, D.C.
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