AI summary
America's AI dominance relies on Taiwan's semiconductor production, making the island critical to the US-China tech rivalry and global digital standards.
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America’s AI Ambitions Depend on Taiwan
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The United States and China are locked in a global competition to determine who will dominate artificial intelligence and whether it will be democracies or autocracies that set the standards and values of the new digital age. The United States leads the world in the sophistication and power of its artificial intelligence models, and its innovation base and investment in research and development remain unparalleled.But AI competition is much broader than modeling alone. It encompasses a technology ecosystem that includes power generation, servers, and deployment in real-world applications. Jensen Huang, co-founder and CEO of Nvidia, has described the AI industry as a five-layer cake with energy at its base and chips, infrastructure, models, and applications above it. To win the AI race with China, the United States needs to maintain or establish an advantage in each of these layers. And to do that, the United States needs Taiwan.
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