RE: Elon Musk on Artificial Intelligence - The Economist (July 2026) 09-07-2026, 11:21 PM
#3
One of the most fascinating aspects I find, is the low-level trade/chip war going on between the U.S. and China.
Elon described, but the U.S. has a significant amount of control over the export of chips to China. While China has a huge amount of electricity, they do not have access to the same chips and are being tariffed when they import them. In a way, it's no longer a race to develop a nuclear bomb or visit the moon... it's a race to control the chip market with the emergence of AI. Taiwan is home to TSMC and you can pretty much assume what that means.
Elon described, but the U.S. has a significant amount of control over the export of chips to China. While China has a huge amount of electricity, they do not have access to the same chips and are being tariffed when they import them. In a way, it's no longer a race to develop a nuclear bomb or visit the moon... it's a race to control the chip market with the emergence of AI. Taiwan is home to TSMC and you can pretty much assume what that means.












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