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The US debate over access to high-performance AI chips has an awkward policy twist, according to Talking Points Memo editor Josh Marshall. He writes that an unnamed senior AI executive told him US leadership in AI rests on access to powerful Nvidia processors.

Marshall contrasts that view with US export controls on chips destined for China, introduced in 2022. He argues that the Trump administration has loosened those controls, though he says the shift has made little practical difference so far. It is an argument about the tension between keeping an AI lead and allowing rivals access to the hardware behind it, not evidence of a new policy change.

Discuss: Should the US prioritise keeping advanced chips from China, even if that makes global AI competition harder to manage?

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