Global AI Competition Intensifies Amid New US Measures

Industrial organizations face challenges in realizing AI benefits due to unclear optimization objectives, emphasized by Pieter van Schalkwyk of XMPro. Broadcom has announced a $10 billion stock buyback program amid market volatility caused by new tariffs under the Trump administration. The Biden administration's AI Diffusion Rule, effective May 2025, introduces export restrictions on AI components, categorizing countries into tiers with varying limitations. Meanwhile, the AI field is becoming increasingly competitive globally, with Chinese firms like DeepSeek rising to challenge US dominance, as detailed in a Stanford report highlighting the narrowing performance gap between AI models. This global competition underscores a shift from AI development being concentrated in a few US companies to a more distributed and diverse landscape.