Decoupling Doesn't Make Sense Economically: Palmisano

The video discusses the intersection of AI and China, focusing on derisking versus decoupling. It highlights the economic integration between the US and China, emphasizing the importance of maintaining relationships to avoid lowering living standards. The conversation touches on tech restrictions, market dynamics, and the potential for a tech Cold War. It also explores usage models for dual-purpose technology and the challenges of excess capacity in chip production, advocating for global cooperation to optimize resources.

What does Sam Palmisano mean by 'derisking' in the context of U.S.-China relations?

How does the discussion address the potential for excess capacity in chip manufacturing?

In what ways does Sam Palmisano suggest that the U.S. and Europe could collaborate on semiconductor production?