EP3-7 | OpenAI/AMD’s Chip Alliance, America’s New Tariff War, and the Fragmenting AI Supply Chain

Startup Island TAIWAN Podcast

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10d ago 33:22

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This week, we trace two seismic shifts redefining both the AI race and the global economy.
OpenAI–AMD Alliance marks a structural realignment in the AI hardware landscape. The multi-year partnership grants OpenAI access to up to 6 GW of AMD’s next-generation Instinct accelerators—a move that diversifies its compute base beyond NVIDIA and positions AMD as a credible second supplier in the frontier-model era. The deal, which could add tens of billions in market value, signals a future where model developers and chipmakers are financially intertwined to secure compute sovereignty.
U.S.–China Trade Confrontation re-enters a critical phase as Washington moves to impose 100 percent tariffs on nearly all Chinese imports, citing Beijing’s rare-earth export restrictions as a strategic threat. The escalation threatens to fragment technology supply chains, drive inflationary pressure in the U.S., and accelerate the formation of rival industrial blocs—America’s “friend-shoring” network versus China’s Belt-and-Road manufacturing orbit.
Together, these developments expose a world where AI capacity, economic power, and geopolitical control are converging into the same equation—and where nations, companies, and investors must decide which ecosystem they belong to.

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