Expects Huawei to start exporting AI chips soon, creating global fight for tech stack dominance

China’s AI and chipmaking prowess lags the USA’s by just two years, and America’s efforts to slow its progress could be hobbling its own semiconductor industry, according to Trump administration tech czar David Sacks.

Sacks is chair of the President's Council of Advisors on Science and Technology and on Thursday gave an interview to Bloomberg Television in which he said China has become “adept” at working around restrictions on its semiconductor industry.

“I think today China is one-and-a-half to two years behind us on chip design, but Huawei is moving fast to catch up,” Sacks said. He said Huawei remains “constrained” in terms of GPU production but believes the Chinese company will start exporting hardware.

“I think we do have to be concerned about Huawei competing on the global market,” he said. “They may not be there yet, but I would expect that to change in ...