U.S. policymakers are increasingly concerned about the national security implications of U.S. investments in China, and some are considering a new regime for reviewing outbound investment security. The authors identify the main U.S. investors active in the Chinese artificial intelligence market and the set of AI companies in China that have benefitted from U.S. capital. They also recommend next steps for U.S. policymakers to better address the concerns over capital flowing into the Chinese AI...| Center for Security and Emerging Technology
A CSET Data Snapshot was cited in an article published by The Wall Street Journal. The piece discusses Huawei's advancements in developing a new AI chip, the Ascend 910C, which positions the company to challenge U.S. tech giant Nvidia in the Chinese market.| Center for Security and Emerging Technology
Since 2019, the U.S. government has imposed restrictive export controls on Huawei—one of China’s leading tech giants—seeking, in part, to hinder the company’s AI chip development efforts. This data snapshot reveals how exactly Huawei’s latest AI chip—the Ascend 910B—improves on the prior generation and demonstrates how export controls are likely hindering Huawei’s production.| Center for Security and Emerging Technology
On October 17, 2023, the Bureau of Industry and Security (BIS) issued an update to last year’s export controls on advanced computing, supercomputing and semiconductor manufacturing equipment. This blog post provides an overview of the updated advanced computing controls, analyzes more than 100 relevant chips, and discusses the licensing policies for the expanded chip restrictions and the increased country scope.| Center for Security and Emerging Technology