Insights: Tech / Media / Telecom

Tech / Media / Telecom

AI/Semiconductors

Senate China hawks want to include export control legislation in its annual defense bill (NDAA) that would give U.S. companies the right of first refusal on advanced AI chip orders before foreign countries like China could place orders for the same semiconductors. A similar effort failed in the House earlier this month as the tech industry has...

Tech / Media / Telecom

AI/Semiconductor Export Controls

President Trump’s AI Action Plan expresses strong support for exporting the full AI technology stack (hardware and software) to allied countries. However, the Action Plan makes more explicit than any statement to-date that the administration supports using export controls to prevent China from getting access to advanced semiconductor technology.

Tech / Media / Telecom

President Trump’s AI Action Plan and associated Executive Orders (EOs) focus on expediting permitting for data center build outs, ensuring that international standards and export controls protect U.S. technology and keeps it out of China’s hands, while reducing regulation that could inhibit AI innovation. A key part of the de-regulation element...

Tech / Media / Telecom

AI/Semiconductor Export Controls

Nvidia claimed the administration will grant it export licenses to sell its H20 AI chips to China following a meeting between Nvidia CEO Huang and President Trump. Commerce Secretary Lutnick confirmed that removing this restriction was part of the deal reached with China, in which they agreed to lift restrictions on export of rare earth minerals.

Financials, Healthcare, Macro, Tech / Media / Telecom

Reconciliation and Recissions

Speaker Johnson (R-LA), House Budget Committee Chair Arrington (R-TX), and Senate Finance Committee Chair Crapo (R-ID) have all confirmed their intent to enact another two reconciliation bills prior to the next election, with the first coming this fall. As I previously noted, Speaker Johnson, Rep. Roy (R-TX), and Sen. Johnson (R-WI) had already...

Tech / Media / Telecom

Children’s Data Privacy/Online Safety

On a bipartisan voice vote, the Senate Commerce Committee passed the Children & Teens’ Online Privacy Protection Act (S. 836, also known as COPPA 2.0). The bill now moves to the full Senate for a vote.