The launch of the Language Model developed by the Chinese Start-up Deepseek hit the heart of Wall Street, aroused doubts about the enormous amount of money invested for the development of AI by the elite of Silicon Valley. In addition, he definitely raised a key issue in the commercial war between Washington and Beijing: the possibility that the inoperance of US sanctions to contain China could have become in an incentive for the technological development of the Asian giant. In this context, and with analysts suggesting a change in the White House strategy, the Trump administration is determined to follow the path that the Biden government left. This means negotiating – and pressing – to the US allies to reinforce the restrictions on advanced chips by China.
American representatives recently met with Japanese and Dutch counterparts to discuss the restriction of companies engineers Tokyo Electron and AsmL of performing maintenance work on Chinese soil. The objective of the White House is to achieve the alignment of its allies with the Washington strategy aimed at the hinder of China’s technological development. In this sense, there are already voices that suggest increasing the limits of the Asian giant to the access of chips manufactured by NVIDIA, taking into account that Depseek used processors of the American firm to develop its cheap ‘chatbot’.
Another current in the White House is committed to reinforcing existing restrictions on the amount of exportable chips at a global level without a license, reinforcing one of the latest measures that the Biden administration left tied before finishing its mandate. In any case, after knowing the conversations to limit the work of the engineers of Tokyo Electron and ASML in China, the Japanese firm descended 4.9% in the stock market. For its part, ASML came to sign falls greater than 2%, while Nvidia goes back more than 2%.
Thus, Washington redoubles the pressure on two allies with which he has already negotiated on previous occasions to increase the pressure on Beijing. However, it remains to know if the Trump administration will achieve better results working with the same strategy that has not prevented the development in China of a “Cheap” model of chatgpt. In this sense, it must be remembered that Huawei already broke the US schemes when he presented Mate 60, which contained a chip that, theoretically, could not be produced by any company in China.
In addition, the Asian country has enormous potential in human resources: Michelle Guida, former Undersecretary of US Public Affairs, gave the alarm recently by pointing out that, in 2020, in China they had graduated twice as much engineers than in the North American country For Guida, this difference was an obstacle on the Washington path to dominate artificial intelligence.
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