Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

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• 00:00

  Great to see everyone and I'm thrilled to be able to talk about the issue of the day and that is artificial intelligence and AI in our world.

• 00:09

  David, Michael,

• 00:10

  I'd love you to talk about where we are right now in terms of the pursuit to be the number one lead AI country.

• 00:20

  How are we doing, David?

• 00:21

  I think we're doing great.

• 00:23

  Maria, last year, President Trump gave a major AI policy speeches in July,

• 00:28

  and he declared that the United States had to win the AI race.

• 00:32

  He first of all declared that we were in one.

• 00:36

  And I think his speech was reminiscent of when President Kennedy declared that we were in a space race and had to win that race.

• 00:42

  I think since then, what you've seen is that American companies have only innovated more.

• 00:48

  You're seeing all sorts of really incredible products being released all the time.

• 00:51

  I think that American AI models, chips, data centers only just keep getting better and better.

• 01:01

  So I feel very good about the American position of this AI race.

• 01:04

  Certainly we have some very competent and formidable competitors.

• 01:11

  China obviously has a lot of very smart people working in this area.

• 01:14

  But I do think that just what you see from American companies in Silicon Valley right now is really incredible.

• 01:20

  And yet,

• 01:21

  there are still so many questions about all of the spending underway to build this out with regard to data centers.

• 01:28

  And of course, the question keeps coming up, are we spending too much?

• 01:31

  Will we get the return on investment?

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