The CEOs of Micron, Microsoft, and AMD attended a White House lunch, highlighting the growing role of semiconductor and AI executives in US geopolitical strategy. Nvidia has already disclosed 2.5 billion dollars in losses related to its H20 chips, a direct consequence of US export restrictions targeting advanced semiconductor shipments to China. Microsoft has signaled plans to ramp annual investments to as much as 80 billion dollars, with much of that capital earmarked for AI infrastructure. China banned some Micron products from critical domestic infrastructure in 2023, underscoring how commercial relationships have become geopolitical chess pieces.
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