US Splits World's AI Access

January 14, 2025

Author

Mark Chepelyuk
January 14, 2025

Hello Humans,

đź“… On This Day: January 14, 2020 - Microsoft ended mainstream support for Windows 7. After that date, Microsoft ceased providing free security updates, patches, or technical support for Windows 7, marking a major milestone for one of the most widely used operating systems in the world. Microsoft plans to end Windows 10 support later this year on October 14, 2025.

Today’s TLDR:

  • US implements tiered global AI chip control system

  • OpenAI releases blueprint for "shared prosperity"

  • WEF predicts AI to create 11M jobs while displacing 9M by 2030

  • Nvidia makes major healthcare AI moves

  • Healthcare AI investment hits $10.5B milestone

Let’s get into it.

Image Source: Midjourney

đź”’ US Global Chip Strategy

TLDR: US implements unprecedented tiered global AI chip control system, reshaping international AI development access.

Key Details:

  • 20 close allies receive unrestricted access

  • Strict limits for strategic competitors like China

  • 50% of computing must remain within US borders

  • Cloud providers can seek global authorizations

  • 120-day implementation period

  • Major pushback from chip manufacturers

  • Significant impact on global supply chain

Why It Matters: This marks a decisive move by the US to control AI chip distribution globally, potentially reshaping international AI development capabilities and technological partnerships.

Image Source: Midjourney

đź“‹ OpenAI's American Blueprint

TLDR: OpenAI releases comprehensive policy framework for US AI leadership and equitable development.

Key Details:

  • Three key pillars for maintaining US competitiveness

  • Proposal for regional AI Economic Zones

  • Unified federal oversight recommendation

  • $175B in ready capital for infrastructure

  • Focus on equitable benefit distribution

  • Strategic partnership emphasis

  • Simplified regulatory framework proposal

Why It Matters: This blueprint could significantly influence US AI policy direction, offering a vision for maintaining technological leadership while ensuring widespread economic benefits.

Image Source: WEF

đź’Ľ WEF's AI Workforce Revolution

TLDR: World Economic Forum predicts massive job market transformation with AI creating 11M jobs while displacing 9M by 2030.

Key Details:

  • Net increase of 78M global jobs expected

  • 39% of key skills to change by 2030

  • Fastest growing roles in farming, delivery, software, green energy

  • 67% of companies planning AI-specific hiring

  • Equal split predicted between human, machine, and hybrid tasks

  • Focus on AI, big data, and cybersecurity skills

Why It Matters: This comprehensive forecast shows AI's transformative impact on the global workforce, suggesting a future where human-AI collaboration becomes the norm rather than the exception.

Image Source: Nvidia

🏥 Healthcare's AI Boom

TLDR: Healthcare AI investment surges with Nvidia leading major institutional partnerships.

Key Details: Investment Trends:

  • $10.5B across 511 deals in 2024

  • Qventus raises $105M for operational AI

  • Hippocratic AI reaches unicorn status

  • Innovaccer secures $275M

Nvidia Partnerships:

  • Arc Institute collaboration for genomics

  • IQVIA leveraging AI Foundry

  • Mayo Clinic analyzing 20M pathology slides

  • Illumina integrating computing platforms

Why It Matters: The massive investment and institutional adoption signals healthcare's AI transformation is accelerating, potentially revolutionizing patient care and medical research.

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