AI chips: The nuclear arms race of the 21st century, says Vinod Dham | The National

Author: Dana Alomar | Source: The National | Read the full article | Published: January 29, 2025

In a recent discussion, Vinod Dham, a key figure in the semiconductor industry, drew a striking comparison between the current competition for artificial intelligence (AI) chip technology and the nuclear arms race of the 20th century. He emphasized that just as nuclear weapons were crucial for global power dynamics in the past, AI chips are becoming essential for national security and technological supremacy today. Dham pointed out that the United States is strategically collaborating with trusted allies to maintain its lead in this critical field.

Dham also highlighted the significant advancements made by companies like DeepSeek, which are challenging the dominance of established American firms such as Nvidia. He noted that these developments could shift the landscape of AI technology, especially as other countries, including China, are rapidly advancing their capabilities. This competition raises important questions about investment strategies in the booming AI sector and the potential for a more fragmented global market.

Reflecting on the impact of the COVID-19 pandemic, Dham explained how the surge in demand for technology during lockdowns has accelerated the importance of AI in various sectors, including military applications. He warned that the U.S. must be cautious about sharing its technological advancements, as the implications of AI in warfare and security are profound. The conversation underscores the urgency for nations to navigate this new technological frontier carefully.

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