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Advanced AI is a dangerous technology without safeguards to keep people safe. And the AI leaders have said, "Oh, maybe we should all get together and voluntarily work something out.” No, that's not how it works. This is the moment the government has to step up.

Dario Amodei: Giving China advanced AI chips would be like selling nuclear weapons to North Korea. “We are many years ahead of China in terms of our ability to make chips.” “I think it would be a big mistake to ship these chips.” “We’re building models that are essentially cognition, that are essentially intelligence.” “I’ve called where we’re going a ‘country of geniuses in a data center.’” “Imagine 100 million people smarter than any Nobel Prize winner, and it’s going to be under the control of one country or another.” “I think this is crazy.”

$NVDA Locks In Advanced Substrate Capacity from Ibiden, SEMCO, and Unimicron as AI Demand Threatens Major Shortages by 2027 Capacity allocated to Nvidia is expected to increase 2.5x over the next three years, while Ibiden plans to triple its related capacity According to Prismark, the global packaging substrate market will grow from $14.9 billion in 2025 to $40.2 billion by 2030, with high-end flip-chip substrates reaching $27.3 billion at a 28.5% CAGR Demand for advanced AI substrate materials is expected to grow over 45% annually, potentially outstripping supply from 2027 Key bottlenecks include ABF films, low-CTE glass fiber, and core laminates, benefiting suppliers such as Ajinomoto, Nitto Boseki, Resonac, and Mitsubishi Gas Chemical

Next year’s advanced AI packages will hold 300+ chips, 500B+ transistors, and 2,000+ miles of wiring, according to @Applied4Tech CEO Gary Dickerson. He argues that winning compute leadership takes high-velocity co-innovation across every layer, from materials to systems. $AMAT

China proposed adding advanced AI technologies to its export-control list, potentially restricting overseas transfers of AI models and chips in an effort to keep closer control over homegrown advancements

The risks of advanced AI are hard to quantify, but proposals to pause its development raise practical questions. CEO Dr. @bengoertzel argues that pausing AI development would impose substantial economic costs and restrict personal freedom without stopping progress. In his view, the more pressing question is how to ensure increasingly capable AI systems benefit humanity.