Niall Ferguson

Headlines · 1

1. Oct 25
   Schmidt and Co-Authors Argue US and China Have Split Control of the AI Market

   Niall Ferguson, Lisa Klaassen, and Eric Schmidt argue in a Foreign Affairs essay that the US and China now control AI infrastructure and markets because scaling requires capital, energy, minerals, and advanced chips unavailable to other countries at scale. They contrast Washington's closed systems and political alignment with China's open-weight strategy, while warning that heavy investment and rising interest costs are pressuring both sides. The authors also identify a potential Taiwan conflict and disruption to TSMC as the largest threat to the AI supply chain.

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