Episode Details

Steve Yates and Gordon Chang discuss the proposed ban on Chinese components in U.S. data centers, warning that these devices allow for foreign sabotage of critical infrastructure. Yates notes that the CCP often fuels "astroturf" protests in rural America to block data center construction and slow U.S. AI development. Regarding Taiwan, Yates reports that security cooperation is becoming more transparent, moving away from "strategic ambiguity" to reassure allies and deter China. However, he notes a delay in a $14 billion arms package for Taiwan, suggesting that some in Washington still prioritize "walking on eggshells" to preserve the relationship with Xi Jinping. Yates argues for a shift toward helping partners buy and use their own deterrent capabilities. He concludes that U.S. leadership in compute power is a vital strategic advantage that China is actively trying to undermine through influence operations. (5)