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cover of episode (Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform Wars

(Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform Wars

2025/5/19
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
AI Deep Dive AI Chapters Transcript
People
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Andrew Sharp
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Ben Thompson
创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
Topics
Andrew Sharp: 上周特朗普总统访问沙特阿拉伯，期间宣布成立一家名为Humane的人工智能公司，并与阿联酋合作在阿布扎比建立大型数据中心。这些举措旨在推进人工智能能力，并扩大美国科技公司在中东的影响力。我对这些合作的意义以及它们对美国科技领导地位的影响持开放态度。我主要负责引出话题，并串联嘉宾的观点。 Ben Thompson: 我对拜登政府取消人工智能扩散规则表示赞同，并认为应该加强对芯片制造设备的管制，而非限制芯片本身。我认为芯片管制会限制创新，并可能导致美国在人工智能领域失去优势。我更倾向于通过加强对芯片制造设备的控制，来确保美国在该领域的领先地位。此外，将数据中心建设转移到能源丰富的地区，可能是一种解决美国国内能源限制的策略。

Deep Dive

Chapters
This chapter discusses the significant AI investments and partnerships between the U.S. and Middle Eastern countries, particularly Saudi Arabia and the UAE. The announcements include the launch of a Saudi AI company and the creation of a massive data center complex in Abu Dhabi, marking a major shift in global AI development.
  • U.S.-Saudi investment forum with prominent tech leaders
  • Launch of Saudi AI company, Humane
  • $10 billion AMD collaboration with Humane
  • U.S.-UAE partnership to build a massive data center complex in Abu Dhabi

Shownotes Transcript

The implications of last week’s announcements on AI investments from Saudi Arabia and the UAE (and the repeal of the AI Diffusion rules), Ben’s thoughts on OpenAI’s acquisition of Windsurf, and questions about Android and VRBO vs. Airbnb.

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