Competition - AI and Supply Chain

Competition - AI Supply Chain

Guiding Questions

• How should policymakers balance promoting domestic AI competition against maintaining strategic advantages in global technology markets?
• What are the strengths and limitations of using national security tools (like export controls) versus market-based incentives to shape AI supply chains?
• How well do traditional antitrust frameworks apply to the unique characteristics of AI supply chains and development? What might need to change?

Guest

Lennart Heim

Required

Facts

• Dylan Sloan, This $362 billion ‘beyond well-positioned’ Dutch company is quietly winning the global AI chips race, Fortune (Apr. 18, 2024).
• Alex He, In the Global AI Chips Race, China Is Playing Catch-Up, CIGI (Sept. 18, 2024).
• Wayne Chang & Rosa de Acosta, What is high bandwidth memory and why is the US trying to block China's access to it?, CNN (Dec. 8, 2024).
  
  

Law

• [skim] Alexandra G. Neenan & Luke A. Nicastro, The Defense Production Act of 1950: History, Authorities, and Considerations for Congress, CRS (Oct. 6, 2023).
• Suggested focus - pages 1,4-8, 11-13.
• Kevin Schmidt & Thomas Kimbrell, Preventing Abuse of the Defense Production Act, AFP (Mar. 12, 2024).
• [Read Introduction, skim 2-9, 9-10, skim 11-16, 17], Gregory Allen, Understanding the Biden Administration's Updated Export Controls, CSIS (Dec. 11, 2024).
• Press Release, Biden White House, FACT SHEET: President Biden Issues Executive Order on Safe, Secure, and Trustworthy Artificial Intelligence (Oct. 30, 2023). Read:
• The opening summary of key provisions
• The "New Standards for AI Safety and Security" section
• The "Protecting Americans' Privacy" section
• The "Promoting Innovation and Competition" section
• Press Release, Biden White House, FACT SHEET: Biden-⁠Harris Administration Outlines Coordinated Approach to Harness Power of AI for U.S. National Security (Oct. 24, 2024)
• Michelle Kurilla, What Is the CHIPS Act?, CFR (Apr. 29, 2024)

Application

• Andrew Freeborn, New Tech, Old Theories: The DOJ Antitrust Division's Workshop on Artificial Intelligence, Axinn (July 15, 2024).
• Hodan Omaar, Comments to the US Department of Justice Antitrust Division Regarding Promoting Competition in AI, ITIF (July 15, 2024).
• Sheila F. Anthony, Vertical Issues in Federal Antitrust Law, FTC (Mar. 19, 1998).

Optional

• Listen: Alan Z. Rozenshtein, Lawfare Daily: The Antitrust Implications of AI Systems with David Lawrence, Lawfare (Oct. 15, 2024).