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Microsoft President Brad Smith, during a privately released email in 2019, emphasized the importance of examining U.S. chip export policies and their potential impact on the Global AI Race. He referred to a December 11, 2018, interim final rule (AFR) traditionally governing U.S. AI infrastructure,PRIMARY. The AFR was not intended to restrict arethinates such as China but to set a quantitative limit on U.S. tech companies’ ability to build AI datacenters. Smith noted, “This approach might inadvertently encourage China to widen its AI infrastructure to the point of becoming a Tier Two country,” warning that leaving it unchanged could result in China’s rapid expansion gaining an unfair advantage in the global race for AI.
Smith cited several European countries as examples of these regions, including Switzerland, Poland, Greece, Singapore, India, Indonesia, Israel, the UAE, and Saudi Arabia. These countries already have significant tech industries and rely heavily on U.S.-controlled AI infrastructure. Smith stated, “This unintended consequence of the AFR could lead these countries to drop below Tier Two, hoping to focus their resources elsewhere for more relevant areas of development.”
Smith contrasted his view with reports by the Wall Street Journal, which highlighted that the Trump administration is considering possible changes to the AFR. He noted a parallel to China’s rapid expansion of 5G technology, where Chinese trillion-dollar investments in backbone networks have crowded out domestic产能, posing security concerns for U.S. and its allies.
The challenge lies in invoking Prints about how U.S.- controlled AI infrastructure could erode the innovation and competitiveness of the U.S. in the global market. Nvidia, the world’s leading AI chip manufacturer, previously voiced skepticism, stating, “The idea that removing U.S.- controlled intellectual property could weaken global competitiveness could undermine innovation基层， innovation댤.,” and hinder U.S. global leadership in artificial intelligence.” It would👧👦
Smith used the AFR as a tool to suggest that the Trump administration should consider revisiting its AI diffusion rules. He suggested that these rules should include a tiered approach, assigning certain countries to a Tier One or Tier Two category. But he warned, “Such a decision could alienate or drive focus away from AI infrastructure-building regions.”
In his email, Smith acknowledged Nvidia’sOpposition to the rules, whichhe argued could undermine U.S. innovation and U.S. global leadership in AI. However, heawked for the big chip manufacturer’s support while highlighting the widespread use of U.S.- controlled chips throughout the world. Smith urged readers to pay attention to theweek’s stance.
Smith also projected a future where the Trump administration would consider broader changes to the AFR, while paying special attention to regions more vulnerable to any potential changes. What drew him to the problem was the comparison between the U.S. and China’s rapid expansion of AI infrastructure. “If China were to let the rules crumble, it would have a huge consequence,” Smith asserted.
In closing, SmithLet the Rules Crumble? Smith emphasized the weighing of the trade-offs U.S. tech companies face when it comes to developing and scaling AI. While U.S. companies can rely on their vast inventiveness and talent, the commercialization of U.S.- controlled AI assets could erode their ability to develop and service their end-user markets. Smith also stressed U.S. companies’ duty to remain attuned to the global AI environment, whether it be through new investments, partnerships, or innovative policies that prevent the U.S. from becoming too dependent on China’s AI infrastructure.
Smith’s message was一声 cautionary note, urging the U.S. to consider not only what’s in the AFR but also how the rules might be implemented in a manner that safeguard U.S. innovation and global leadership in AI. He called on readers to stay informed and cautious in their consideration, as any change could have far-reaching consequences for the U.S. artificial intelligence landscape.
Smith’s words served as a pointer not just to the AFR but to the broader strategy of addressing the global AI race. He highlighted the need for the U.S. toewing out its dependence on China while also preparing to take on the most advanced AI assets in the world. In his exclusive email, Smith concluded, “To The U.S.: Thank You. May You Be May Be.
