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cover of episode The Big Gulf AI Deal That's Divided the White House

The Big Gulf AI Deal That's Divided the White House

2025/6/14
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Odd Lots
AI Deep Dive AI Chapters Transcript
People
J
Joe Weisenthal
通过播客和新闻工作，提供深入的经济分析和市场趋势解读。
M
Mackenzie Hawkins
T
Tracey Alloway
Topics
Joe Weisenthal: 我认为特朗普政府与海湾国家达成的AI交易很有意思，美国希望出售更多AI技术，但又不希望这些技术最终落入地缘政治对手手中，尤其是在中国问题上。这种既要促进出口又要防范风险的矛盾，使得AI技术的国际关系和外交角色变得复杂起来。而且，特朗普在中东访问期间达成的芯片交易被当时的盛大场面所掩盖。 Tracey Alloway: 我对阿联酋的立场很感兴趣。阿联酋在战略上与美国结盟，但在商业上与中国紧密相连。我想知道他们如何看待这笔交易，以及如何平衡与中美两国的关系。另外，我认为现在人们在用军事术语讨论人工智能霸权竞赛，但对成功的定义存在分歧，有人认为是率先实现通用人工智能，有人认为是占据市场份额。我们是否应该在阿联酋这样的地方建设更多的关键基础设施？ Mackenzie Hawkins: 特朗普访问中东期间，美国科技公司与海湾国家达成了数千亿美元的AI交易，主要集中在AI基础设施建设上。美国国内对该交易存在争议，一方面有人认为应该把数据中心建在美国本土，另一方面支持者认为该协议包含互惠投资条款。但更重要的是，美国需要对这些交易附加条件，以确保美国的技术和知识产权得到保护，并且在技术传播到世界各地时，不会无意中使美国的对手受益。拜登政府扩大了对中国的技术出口限制，并将全球范围内的管制范围扩大到约40个国家。特朗普政府废除了拜登政府的规则，并计划制定替代方案，与阿联酋和沙特阿拉伯达成的协议表明了替代方案的样子，美国正在从大型全球法规转向将在双边基础上进行谈判的特定国家/地区协议。

Deep Dive

Chapters
The episode begins by discussing President Trump's announcement of major AI projects in Saudi Arabia and the UAE, involving substantial investments from American tech giants. This initiative, while potentially expanding US technological influence in the region, raises concerns about the risk of technology leakage to China.
  • Hundreds of billions of dollars in AI deals announced during Trump's Middle East visit
  • Focus on AI infrastructure, including data centers
  • Major players involved: Oracle, OpenAI, NVIDIA, AMD
  • Creation of new serious AI players in the UAE and Saudi Arabia

Shownotes Transcript

Back in May, President Trump announced this big plan whereby American tech giants would participate in major AI projects in both Saudi Arabia and the United Arab Emirates. The announcement has created divisions within the White House, and more generally among people who are thinking about the intersection of artificial intelligence and geopolitics. One argument is that this is great news geopolitically, because it gives American technology a beachhead in this crucial region. Another argument is that by exporting the chips abroad, it creates a possibility that some of the technology will leak to China, or benefit China in some way. On this episode we speak with Bloomberg News reporter Mackenzie Hawkins, who covers tech and geopolitics in Hong Kong, about the deals, the divisions, and what to watch next as the US looks to maintain its edge in these key areas.

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