THE FUTURE OF AI
CREDIT: THE WHITEHOUSE exemptions. Andrew Ng, former Director of Stanford’ s AI laboratory, warns:“ When the regulations change overnight by tweet, it’ s difficult to plan. Unfortunately, this makes other geographies with more stable structures more attractive.”
Major technology companies already operate global data centre networks – and the tariff environment could accelerate expansion in Malaysia, Singapore and European markets where regulatory frameworks remain stable.
Projects like Stargate – the US $ 500bn data centre initiative announced by OpenAI, SoftBank and Oracle – face particular pressure.
These huge infrastructure investments require long-term planning horizons that do not mesh well with policy volatility.
The Chinese market reaction to American technology dependence Beijing’ s response to the Nvidia revenue-sharing deal embodies the complex dynamics in play. Chinese officials have warned government-related organisations against using American chips, while state media characterises the arrangement as undermining Washington’ s original security justifications for export controls.
The emergence of DeepSeek, a Chinese AI system that demonstrated sophisticated capabilities despite export restrictions, highlights the challenge of controlling dual-use technologies.
The model’ s development reportedly relies on processors that circumvented American controls, demonstrating
94 October 2025