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  1. ChinaTalk

    Why DUV Controls Hold Up: Saif Khan on the U.S.-China AI Chip Rivalry

    Saif Khan, a former U.S. National Security Council and Commerce Department official, predicts in a new DUV report from the new think tank CTS that if exports of the relevant equipment stopped now, by the mid-2030s China could produce roughly 100 times fewer AI chips than the United States, making DUV controls the most critical lever for the United States to shape the AI balance of power. In a ChinaTalk interview, he also discussed how robotics will become the next frontier in U.S.-China AI competition, and how AI is changing policy research itself.

    Saif Khan, a former U.S. National Security Council and Commerce Department official, predicts in a new DUV report from the new think tank CTS that if exports of the relevant equipment stopped now, by the mid-2030s China could produce roughly 100 times fewer AI chips than the United States, making DUV controls the most critical lever for the United States to shape the AI balance of power. In a ChinaTalk interview, he also discussed how robotics will become the next frontier in U.S.-China AI compe

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