Archive - AIStackDecrypted

US AI and Crypto Czar David Sacks on China and AI, and GPUs

Recent statements reveal much about administration policy confusion

Jun 20 •

The Singapore AI Safety Conference: An assessment in context of US China AI race

Gathering critical for keeping momentum on AI safety

Jun 9 •

Beijing and Washington in Dangerous Tit for Tat Game on Technology

Weaponizing Supply Chains on Both Sides Driven by AI Arms Race

Jun 1 •

May 2025

Cairo Review Article on US China AI Competition

A Costly Illusion of Control: No Winners, Many Losers in U.S.-China AI Race

May 29 •

China's rare earth restrictions: More collateral damage from US export controls

New Chinese controls are a direct result of US technology policy, whose designers had no plan to address rare earths dependence

May 27 •

Comments on DeepSeek's "clever" but "overblown" capabilities need context

Why are private US companies assessing "national security risks" of foreign open source models?

May 16 •

Quick Take: Commerce "Rescinds" AI Diffusion Rule, Replacement Coming

Guidance on Huawei Ascend may be more important, as the Geopolitics of GPUs heats up

May 13 •

US China AI competition in the age of agentic AI

Driven by advanced models from DeepSeek, Alibaba, Tencent, Bytedance, and Zhipu, Chinese AI agents and robots are spreading along the Belt and Road…

May 12 •

GPU games heat up just as AI Diffusion Framework looms

Chinese firms awash in compute options, as confusion remains on diffusion and whether export controls are "working"

May 3 •

April 2025

Reports of DeepSeek "deception" deeply flawed

House Select Committee and "open source" consultancy reports full of rookie mistakes, betray lack of understanding of China and innovation

Apr 28 •

Controlling GPU exports to China, Now the H20

Blindsiding Nvidia to the tune of $5.5 billion and much more was not a good look

Apr 17 •

#TheDeepSeekEffect: Impact on Chinese AI companies and AI stack development

Model development strategies changing, heterogeneous hardware stacks the new norm

Apr 16 •

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