2028: Two scenarios for global AI leadership

kept by eddie may 16

Anthropic argues that US export controls on AI chips must be tightened to ensure democracies maintain a decisive lead over China's authoritarian regime by 2028.

Inside China’s Six-Decade Campaign to Dominate Rare Earths - The New York Times
China's six-decade state-led investment in rare earth production, from Deng Xiaoping to Xi Jinping, secured its global dominance in a strategic but polluting industry.
also on Chinese Communist Party, #geopolitics, #china
Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on #semiconductors, #geopolitics, Nvidia
Nvidia’s Risky Business – Stratechery by Ben Thompson
Nvidia is partnering with major financial firms to create $500 billion in financing platforms for AI infrastructure, transforming compute into an investable asset class and expanding systemic risk in the AI buildout.
also on #semiconductors, Nvidia, Anthropic
Redeploying Claude Fable 5 \ Anthropic
Anthropic redeploys Claude Fable 5 after export controls lift, with updated safeguards and a proposed industry jailbreak severity framework.
also on Project Glasswing, #ai-safety, #us-government, Anthropic, #ai
Exclusive | Anthropic Lets Mythos Users Share Cyber Threats With Others - WSJ
Anthropic now allows users of its Mythos AI model to share cybersecurity threat information with other entities, altering its previous confidentiality policy.
also on Project Glasswing, #ai-safety, #us-government, Anthropic, #ai