Latest / The 47 Morning Update with Ben Ferguson / The AI Cold War Has Begun—Can America Beat China without Beating America?

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The AI Cold War Has Begun—Can America Beat China without Beating America? · The 47 Morning Update with Ben Ferguson

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  Speaker 1: On the $ 5, 000 check, when did you first come up
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  Speaker 1: with that idea and how exactly are we going to
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  Speaker 1: do it?
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  Speaker 2: And that's going forward.
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  Speaker 1: The $ 5, 000 check is going forward. And that's because we're
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  Speaker 1: taking in so much money in so different.
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  Speaker 2: Ways, including the tariffs. The $ 5, 000 is going to happen 100%.
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  Speaker 2: And the reason is because our country is taking.
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  Speaker 1: In trillions and trillions of dollars.
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  Speaker 3: And it's going to happen because the people deserve it
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  Speaker 3: because they were treated so badly by the Democrats and
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  Speaker 3: by Biden. You're listening to the 47 Morning Update with
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  Speaker 3: Ben Ferguson.
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  Speaker 2: Good Tuesday morning. Nice to have you with us on
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  Speaker 2: the 47 Morning Update. And we've got a major in-depth
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  Speaker 2: story for you, and it deals with AI data centers
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  Speaker 2: in America. President Trump going all in, calling those that
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  Speaker 2: are attacking AI nothing but those that are trying to
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  Speaker 2: push a hoax on America so that China wins and
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  Speaker 2: controls AI. Yeah, we're talking about the communists. So what
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  Speaker 2: is behind this sick conspiracy? That is the president's words.
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  Speaker 2: I'm going to break it all down for you in
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  Speaker 2: just a moment. Before we get to that, though, the
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  Speaker 2: It's the 47 Morning Update, and it starts right now.
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  Speaker 2: Story number one. We are in a war right now,
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  Speaker 2: and it is not a traditional war the way that
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  Speaker 2: we see with Ukraine and Russia or even America and Iran.
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  Speaker 2: We are talking about a technological war with communist China. Now,
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  Speaker 2: it's not going to happen 10 years from now, not someday.
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  Speaker 2: It is happening right now. And it's a war over
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  Speaker 2: artificial intelligence. It's literally a war over microchips. It's a
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  Speaker 2: war over data centers. And it's also a war over electricity.
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  Speaker 2: And also, really, it's a war over computing power and
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  Speaker 2: who controls what comes out of all of the things
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  Speaker 2: that I just listed. Now, this is a war about
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  Speaker 2: the future and how people perceive this country, also China,
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  Speaker 2: and the rest of the world. It's the most important
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  Speaker 2: technology of the 21st century. And yeah, we're talking about AI. Now,
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  Speaker 2: Donald Trump understands exactly what's happening right now. And he's
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  Speaker 2: furious about the growing movement to put the brakes on
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  Speaker 2: American artificial intelligence. Donald Trump lashed out on Monday, as
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  Speaker 2: he should, at what he called a sick conspiracy against
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  Speaker 2: AI data and data centers. And then he gave America
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  Speaker 2: the line that should define this entire debate. Whoever wins AI.
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  Speaker 2: Donald Trump is right. This is the new arms race,
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  Speaker 2: except instead of counting nuclear missiles, you're counting GPUs. Instead
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  Speaker 2: of asking who has more aircraft carriers, we're asking who
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  Speaker 2: has more computing power. Who has the best chips? Who
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  Speaker 2: has the biggest data centers? And who has enough electricity
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  Speaker 2: to power them? Who also has the best models? Who
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  Speaker 2: has the best scientists? And who has the guts to
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  Speaker 2: keep building instead of stopping? Because here's what absolutely drives
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  Speaker 2: me crazy about this debate. China wants desperately to beat us.
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  Speaker 2: China understands that AI dominance means economic dominance as well.
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  Speaker 2: It means military advantages. It means intelligence advantages. It means
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  Speaker 2: cyber advantages. It means robotics, manufacturing, medicine, weapon systems, even
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  Speaker 2: outer space, finance. Scientific discovery, you name it. And China
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  Speaker 2: understands this better than all of us in America right now.
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  Speaker 2: And that is the reason why Donald Trump keeps sounding
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  Speaker 2: the alarm. Now, there's a lot of people saying in
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  Speaker 2: the U.S. maybe we should be slowing down. In fact,
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  Speaker 2: many states have already slammed on the brakes to AI
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  Speaker 2: data centers. And my response is, are you kidding me?
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  Speaker 2: Imagine saying that during the space race. Hey, the Soviets
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  Speaker 2: are trying to get to the moon. Maybe America should,
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  Speaker 2: you know, slow down. Imagine saying it during the nuclear
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  Speaker 2: arms race. Maybe we shouldn't develop this technology so quickly.
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  Speaker 2: That would be insane. You don't win a race by
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  Speaker 2: stopping to make your opponent feel comfortable. And here's where
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  Speaker 2: this story gets even more disturbing. We now have documented
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  Speaker 2: evidence that China-linked actors have attempted to manipulate the American
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  Speaker 2: conversation surrounding artificial intelligence and data centers specifically. OpenAI disclosed
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  Speaker 2: a China-linked influence operation it called Data Center Bandwagon. That's
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  Speaker 2: the exact name. Now, the accounts likely originating in China...
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  Speaker 2: were then using, this isn't a joke, artificial intelligence to
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  Speaker 2: create English language social media content, criticizing American AI infrastructure.
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  Speaker 2: Some prompts were written in simplified Chinese, but the content
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  Speaker 2: was designed to look American. Now, think about how unbelievable
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  Speaker 2: that is. China-linked operators were using American AI to create
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  Speaker 2: propaganda attacking American AI infrastructure. Now, what were they saying
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  Speaker 2: in this propaganda and why was it so effective? Let
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  Speaker 2: me just go through some of the highlights for you
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  Speaker 2: so you understand. First off, they were telling Americans that
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  Speaker 2: your electricity bills are going to go up drastically and
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  Speaker 2: that if your electricity bill has gone up in the
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  Speaker 2: last several years, it's all because of AI data centers.
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  Speaker 2: By the way, the majority of Americans do not live
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  Speaker 2: anywhere close to an AI data center. They also wanted
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  Speaker 2: you to understand this, that big tech is getting rich
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  Speaker 2: and they're doing it off the backs of you and
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  Speaker 2: your grid. They then would tell you that the data
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  Speaker 2: centers are destroying your communities. And then they would say
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  Speaker 2: your electrical grid is going to go down so you
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  Speaker 2: won't have electricity. Now, take every legitimate concern surrounding this
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  Speaker 2: technology and then pour gasoline on it. And that is
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  Speaker 2: how modern information warfare works. And China was using AI
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  Speaker 2: to do exactly that. You don't have to necessarily invent
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  Speaker 2: the disagreement. You just find an existing disagreement and make
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  Speaker 2: Americans angrier at one another over it. Now, I want
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  Speaker 2: to be crystal clear about this. If you don't want
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  Speaker 2: a giant data center next to your house, that doesn't
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  Speaker 2: make you, by the way, a Chinese agent. If you're
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  Speaker 2: concerned about your electricity bill, you're not working for Beijing.
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  Speaker 2: Americans should absolutely demand transparency about electricity prices, as well
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  Speaker 2: as water usage, or as well as tax incentives, as
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  Speaker 2: well as infrastructure questions. That, by the way, is called democracy.
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  Speaker 2: But when a foreign adversary, China, secretly inserts itself into
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  Speaker 2: that conversation while pretending to be Americans, and that's what
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  Speaker 2: they did, that's something entirely different. And then X also
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  Speaker 2: came out and uncovered something else. And another enormous suspected
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  Speaker 2: Chinese bot operation involving more than 200,000 different accounts online.
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  Speaker 2: A smaller group of those accounts were posting content capable
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  Speaker 2: of manipulating the American debate over AI infrastructure and energy.
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  Speaker 2: So now you've got to ask yourself this question. Why
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  Speaker 2: does China care what Americans think about American data centers? Like, seriously, why? Well,
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  Speaker 2: let me answer that question. Because China understands the equation.
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  Speaker 2: No electricity means no data centers. No data center means
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  Speaker 2: fewer chips. Fewer chips means less computing power. And less
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  Speaker 2: computing power means slower AI. And slower American AI means
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  Speaker 2: one thing. China wins. Yeah, that's what it means. And
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  Speaker 2: if you want proof of just how enormous the economic
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  Speaker 2: consequences of slowing AI could be, just look at what
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  Speaker 2: happened in the stock market yesterday. The Wall Street Journal
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  Speaker 2: says AI chip stocks got absolutely hammered. NVIDIA fell 3.4%.
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  Speaker 2: This is the video we're talking about, one of the
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  Speaker 2: most important companies in the world. The company manufacturing the
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  Speaker 2: chips had become the backbone of AI and the revolution. Marvel, Intel, Micron,
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  Speaker 2: and SanDisk were also down around 6%. Broadcom fell roughly 4.5%.
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  Speaker 2: And this wasn't just happening in America. ASML fell roughly 6%.
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  Speaker 2: ASM International around 10%. And BE, semiconductor, more than 8%.
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  Speaker 2: South Korea's SK Hynix dropped 6.4%. Samsung, a brand we
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  Speaker 2: all know, fell more than 4%. Japan's Kioxia dropped more
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  Speaker 2: than 6%. SoftBank, one of OpenAI's biggest investors, also got crushed,
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  Speaker 2: falling roughly 11%. And here's one of the most revealing
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  Speaker 2: numbers of all. Seidman's energy fell more than 8%. Now,
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  Speaker 2: why does an energy equipment company get hammered? Because people
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  Speaker 2: are talking about slowing artificial intelligence. That's the question we
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  Speaker 2: all should ask. I'll explain it because AI isn't just
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  Speaker 2: about software anymore. AI is an industrial revolution. You want
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  Speaker 2: artificial intelligence, then you need chips. And if you want chips,
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  Speaker 2: you need semiconductor factories. You want to operate millions of chips?
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  Speaker 2: Then you need data centers. And if you want data centers,
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  Speaker 2: you need enormous amounts of electricity. You need natural gas.
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  Speaker 2: You need nuclear power. You need turbines. You need transmission.
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  Speaker 2: You need cooling. You need construction. You also need things
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  Speaker 2: like steel. Then you need electricians. Yeah, that would be
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  Speaker 2: human beings and engineers. And you need American workers. Now,
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  Speaker 2: this isn't some Silicon Valley toy, right? This could become
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  Speaker 2: one of the biggest industrial buildouts America has seen in generations,
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  Speaker 2: certainly since World War II. And we're seriously discussing whether
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  Speaker 2: we should voluntarily slam on the brakes? I would say no.
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  Speaker 2: You need to build the damn data centers. You need
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  Speaker 2: to build the power plants. You need to build the
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  Speaker 2: semiconductor fabrications. You need to build the transmission. You need
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  Speaker 2: to build the nuclear reactors. You need to produce more
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  Speaker 2: natural gas. You need to train all these engineers, train
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  Speaker 2: the electricians, train the welders. And then ultimately, what are
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  Speaker 2: we trying to do? Build an infrastructure. This is what
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  Speaker 2: you need to make America the undisputed AI superpower of
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  Speaker 2: the world. Because I can tell you who isn't going
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  Speaker 2: to apologize for building their infrastructure, and that is communist China. Beijing,
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  Speaker 2: they're not debating this. They're not sitting around saying, we'd
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  Speaker 2: really like to dominate artificial intelligence, but we're worried somebody
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  Speaker 2: might complain at the zoning meeting. That's not how things
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  Speaker 2: work in China. They're building infrastructure. And they're investing, and
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  Speaker 2: they're planning, and they're stealing technology when they can get
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  Speaker 2: away with it. And they're recruiting the scientists, and they're
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  Speaker 2: developing the chips, and they're building energy infrastructure, and they're
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  Speaker 2: trying to become technologically independent from the United States of America. Meanwhile,
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  Speaker 2: in America, well, we're all sitting here and we're saying, no, no, no,
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  Speaker 2: let's have a conversation. And I'm fine with that. But
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  Speaker 2: why would we tie our hands behind our own backs
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  Speaker 2: and let China win? Now, today's stock market reaction gives
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  Speaker 2: you a glimpse of what happens when you slow down.
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  Speaker 2: The Wall Street Journal, by the way, reports that investors
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  Speaker 2: immediately started pricing in. The real possibility that slowing advanced
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  Speaker 2: AI development in America could eventually slow the enormous capital
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  Speaker 2: spending boom surrounding artificial intelligence. Now, the logic here, by
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  Speaker 2: the way, is not complicated. Slower AI development, that means
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  Speaker 2: potentially fewer data centers and fewer memory chips are needed.
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  Speaker 2: Then you need less semiconductor equipment. Then you need less
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  Speaker 2: electricity infrastructure. Then you need less construction, meaning you need
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  Speaker 2: less American jobs, which means you have less investment. Now,
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  Speaker 2: you step back and you look at this. This would
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  Speaker 2: mean American workers get hurt. And worse than that, you
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  Speaker 2: have less American technological power than we otherwise would have
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  Speaker 2: had before. Now, one analyst described today's market reaction as, quote,
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  Speaker 2: just a small taste of what the end of the
• 14:05
  Speaker 2: AI spending boom could look like. A small taste. That's
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  Speaker 2: their quote. And here's the point everybody needs to understand.
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  Speaker 2: China doesn't necessarily have to beat America. America can beat itself.
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  Speaker 2: And that's the biggest danger here. China doesn't have to
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  Speaker 2: invest or invent a better chip tomorrow if Americans make
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  Speaker 2: it impossible to build the facilities that use our chips
• 14:29
  Speaker 2: right now. China, by the way, doesn't have to destroy
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  Speaker 2: NVIDIA if American politicians regulate its customers into paralysis. China
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  Speaker 2: doesn't have to shut down our data centers if America
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  Speaker 2: shuts down our data centers ourselves. You get the theme here, right?
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  Speaker 2: China doesn't have to defeat America energy infrastructure if we
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  Speaker 2: refuse to build enough energy for us to win or
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  Speaker 2: even compete. In essence, all Beijing really has to do
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  Speaker 2: is keep moving while America stops moving. And that's why
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  Speaker 2: this debate matters. Now, I'm unapologetically pro-American AI because I
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  Speaker 2: know what happens if China wins. They control AI. They
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  Speaker 2: control how our kids use it. They control what data
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  Speaker 2: comes out. They control everything. I want the world's best
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  Speaker 2: artificial intelligence developed in the United States of America. And
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  Speaker 2: I want American companies leading it. I want American workers
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  Speaker 2: building it. I want American universities producing the scientists. I
• 15:30
  Speaker 2: want American semiconductor companies making those chips. And I want
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  Speaker 2: American energy producing Powering these data centers. And I want
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  Speaker 2: American values involved in all of it. Not Chinese Communist
• 15:42
  Speaker 2: Party values. Shaping the technological architecture the rest of the
• 15:47
  Speaker 2: world literally will be using 24-7. That's what I don't want.
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  Speaker 2: So what is China doing now? Well, they're saying we
• 15:56
  Speaker 2: just need America to slow down so that we can
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  Speaker 2: dominate AI. And that's the part the slowdown crowd never, well,
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  Speaker 2: understands or has to adequately answer the question. Look, let's
• 16:09
  Speaker 2: be clear. China isn't shutting down its research laboratories because
• 16:14
  Speaker 2: we decide advanced AI is, well, you know, quote unquote,
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  Speaker 2: too dangerous. The technology is here. It's going to be here.
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  Speaker 2: The race, and this is a AI arms race, has
• 16:24
  Speaker 2: already started. It will not end. America, we have basically
• 16:29
  Speaker 2: two choices. We either lead on AI or we surrender AI. Now,
• 16:36
  Speaker 2: should we have safeguards? Yes. Should companies be accountable if
• 16:39
  Speaker 2: they break American law? Of course. And should communities make
• 16:43
  Speaker 2: sure a trillion-dollar technology company isn't forcing grandma's electricity bill
• 16:48
  Speaker 2: through the roof? Absolutely. Should companies pay their fair share
• 16:53
  Speaker 2: for infrastructure? Yes. And should we protect America's electrical grid
• 16:57
  Speaker 2: that's already, by the way, gotten way too old and
• 17:00
  Speaker 2: is way too vulnerable? Of course. But there's enormous difference
• 17:04
  Speaker 2: between smart rules and strangling an American industry before we've
• 17:10
  Speaker 2: even won the race. And here's another part of this
• 17:13
  Speaker 2: that drives me also crazy. There are a lot of
• 17:16
  Speaker 2: people talking about data centers as though they're just giant
• 17:18
  Speaker 2: warehouses making billionaires richer. That couldn't be further from the truth.
• 17:23
  Speaker 2: Those buildings are becoming part of America's national security infrastructure
• 17:28
  Speaker 2: right now. 20 years ago, people talked about oil refineries
• 17:32
  Speaker 2: and pipelines as, quote, strategic infrastructure. Today, computing capabilities and capacity,
• 17:38
  Speaker 2: that belongs in the same conversation. Because being able to
• 17:42
  Speaker 2: compute is literally power. And the country controlling the most
• 17:46
  Speaker 2: advanced computing power is going to possess advantages that we,
• 17:50
  Speaker 2: by the way, as human beings, may not fully understand yet.
• 17:53
  Speaker 2: Imagine AI accelerating the development of new weapons or new
• 17:57
  Speaker 2: medicines or new cures for diseases, new materials, maybe even
• 18:02
  Speaker 2: cyber defenses, cyber attacks, drone technology, autonomous military systems, intelligence analysis,
• 18:10
  Speaker 2: satellite technology, nuclear research. Now answer me one question. Do
• 18:15
  Speaker 2: you want those breakthroughs happening first in Houston or Austin
• 18:19
  Speaker 2: or Silicon Valley or Phoenix or Pittsburgh or New York?
• 18:23
  Speaker 2: Or do you want that happening in Beijing or Shanghai?
• 18:26
  Speaker 2: I know the answer for me is I want it
• 18:28
  Speaker 2: happening in America every time. And that's why the China-linked
• 18:32
  Speaker 2: influence operation should be a giant flashing red warning. I'm
• 18:38
  Speaker 2: not saying China created American opposition to AI. It didn't.
• 18:42
  Speaker 2: I'm not saying every AI critic is somehow helping communist China.
• 18:45
  Speaker 2: They're not. I'm saying China has an obvious strategic interest.
• 18:50
  Speaker 2: in exploiting our nervousness, our divisions, and making sure that
• 18:55
  Speaker 2: America slows down. That is what they're trying to do
• 18:59
  Speaker 2: with their bots and their misinformation campaigns. And we have
• 19:03
  Speaker 2: the evidence that these China-linked actors have already started to
• 19:07
  Speaker 2: do exactly that in online debates surrounding American AI infrastructure.
• 19:12
  Speaker 2: So when you see anonymous accounts suddenly telling you that
• 19:15
  Speaker 2: building the infrastructure necessary for AI dominance is some terrible
• 19:19
  Speaker 2: national catastrophe, you have every right to ask this question.
• 19:24
  Speaker 2: Number one, who's behind that account or that opinion? I'm
• 19:27
  Speaker 2: going to say that again. Who's behind it? Then the
• 19:30
  Speaker 2: second question should be, okay, who's amplifying it? And who
• 19:35
  Speaker 2: benefits if America stops buildings? Because I'll tell you one
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  Speaker 2: country that benefits enormously more than any other country out there,
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  Speaker 2: that is literally communist China. So this is an AI
• 19:46
  Speaker 2: Cold War. And we better start treating it that way.
• 19:49
  Speaker 2: We've spent decades making the mistake of becoming dependent on
• 19:53
  Speaker 2: China for manufacturing. And we know how that ended during COVID.
• 19:57
  Speaker 2: We watched American factories leave, shut down. We watched supply
• 20:01
  Speaker 2: chains move overseas. And we know what happened again during COVID.
• 20:05
  Speaker 2: We watched China dominate industries that America once led, where
• 20:10
  Speaker 2: now we don't even know how to do it anymore.
• 20:12
  Speaker 2: We can't make that same mistake with AI. America, it's
• 20:16
  Speaker 2: time that not only we invest in technology to drive
• 20:20
  Speaker 2: this revolution, but we have to make sure it stays
• 20:23
  Speaker 2: in America. We got to make sure American engineers are
• 20:26
  Speaker 2: designing those chips, that American investors are the ones that
• 20:29
  Speaker 2: are investing in these jobs. We have to make sure
• 20:33
  Speaker 2: we unleash American energy to protect this infrastructure. We got
• 20:37
  Speaker 2: to build the data centers. We got to build the chips.
• 20:40
  Speaker 2: We got to build the grid. We got to build
• 20:42
  Speaker 2: all of it. Because while we're having this debate, China
• 20:45
  Speaker 2: is already moving forward. Let's also be clear. America invented
• 20:51
  Speaker 2: AI and China is now trying to win it. And
• 20:54
  Speaker 2: Donald Trump, by the way, his warning couldn't be clearer.
• 20:58
  Speaker 2: Whoever wins AI wins. He's right. China knows it. Wall
• 21:03
  Speaker 2: Street knows it. Silicon Valley knows it. And America better
• 21:07
  Speaker 2: figure it out very quickly because there is no trophy
• 21:10
  Speaker 2: for second place in this AI Cold War race. There's
• 21:15
  Speaker 2: no participation ribbon waiting for us. There is economic power.
• 21:20
  Speaker 2: This is military power. This is national security. This is
• 21:24
  Speaker 2: literally the future. And if you don't build it here,
• 21:27
  Speaker 2: it's going to China. If you don't power here, it's
• 21:30
  Speaker 2: going to China. If you don't invent it here, it's
• 21:32
  Speaker 2: going to China. If you don't protect it here, China
• 21:35
  Speaker 2: will own it. And that's why Donald Trump said we
• 21:38
  Speaker 2: must win.
• 21:39
  Speaker 3: Thank you for listening to the 47 Morning Update with
• 21:42
  Speaker 3: Ben Ferguson. Please make sure you hit subscribe wherever you're
• 21:47
  Speaker 3: listening to this podcast right now. And for more in-depth news,
• 21:51
  Speaker 3: also subscribe to the Ben Ferguson podcast. And we will
• 21:54
  Speaker 3: see you back here tomorrow.