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After four years at CSIS, I've started a company.
It's called Decision Tree Research.
Announced live on Bloomberg TV yesterday:
Nvidia CEO Jensen Huang hanging out with a Chinese spy is bad. But you know what’s bad, bad, BAD? That Nvidia continues to pretend AI chip smuggling isn’t happening in the face of an avalanche of evidence that it is.
And the irony is that Nvidia is to eager to call China smart and export controls stupid…. Right as China drops a huge new package of its own AI export controls.
All this and more on my latest episode of The AI Power Podcast
Huge report out of the NYT today on Huang's "close relationship" with a Chinese spy.
Nvidia and Jensen Huang have repeatedly denied requests to testify before Congressional committees. I think that those requests will become subpoenas very, very soon.
One important note: NYT and Bloomberg had previously reported that Megaspeed (the Chinese spy's Singaporean employer) was suspected of facilitating AI Chip smuggling to China because tens of thousands of Megaspeed's Nvidia chips kept being missing when Nvidia went to check on them.
Here's @elonmusk complaining on the latest earnings call about how utterly and totally unavailable additional AI compute is. Not only can't @SpaceXSI find additional Nvidia GB300s to rent, they can't even find Nvidia H100s.
If we had complete and total AI chip export controls on China, I don't think Nvidia's revenue would be one penny lower. Instead, we're selling them H200s that could be supporting American companies. Absurd.
Gregory C. Allen retweeted
NEW: Four founders of leading Chinese AI company Z.AI worked on research in a joint project with an institute British intelligence accused of having “very strong ties” to China’s main spy agency
bloomberg.com/news/articles/… with @eastland_maggie
Gregory C. Allen retweeted
“Tesla is like the Whampoa military academy of EVs.”
Still one of the best lines I’ve ever read on China tech.
Tesla didn’t just have a “catfish” effect on China’s EV industry. Its massive Shanghai Gigafactory had around 20,000 employees in 2023.
Tesla trained thousands of Chinese engineers and workers, many of whom went into China’s broader industrial ecosystem and helped to upgrade the capabilities of China’s EV industry.
Gregory C. Allen retweeted
very curious that DeepSeek now has the same terse reasoning style as Astra
must be a coincidence
Gregory C. Allen retweeted
We spoke with senior Defense official Emil Michael on Friday, who told us that the Trump administration has a range of options, including export controls, if AI companies do not cooperate with the government.
He also told us:
- His public feud with Anthropic will not get in the way of his new duties as Super Intelligence Task Force vice chair, where he is tasked with working with AI companies to develop an incident reporting framework ("If that means I’m talking to someone who’s suing me, well then I’m talking to them")
- The Defense Department will continue to bar Anthropic as long as it has a "moral principle" embedded in its software that allows its models to exert control over humans
- Frontier labs are acting like "drunk drivers" who demand someone else pull them over when they call for stricter government regulation
- The Office of Strategic Capital is exploring further investment into microelectronics and drone part companies
- He's worried about Chinese open-source dominance and foreign employees with split loyalities but doesn't think the answer is more government control
- He hasn't seen any reports on whether AI-enabled software failures from Palantir contributed to a U.S. missile strike on Iran in February that killed more than 150 people, including at least 123 children ("I’m not as online as I used to be.")
W/ @amir. You can read the full interview (and find a link to the video) here:
theinformation.com/articles/…
Gregory C. Allen retweeted
China has rapidly increased its stockpile of DUVi machines, potentially allowing it to massively ramp up their AI chip production over the coming years.
@KhanSaifM and @nchlsbrwn spoke with @Gregory_C_Allen about the problem and what to do about it.
decisiontreeresearch.com/pod…
Gregory C. Allen retweeted
Three quick reactions to how the new Chinese export controls on AI, which give the Chinese government the authority to regulate the export, licensing, or publishing of any AI model (including open-source models), will impact the US government and industry:
(1) This introduces significant uncertainty for US businesses that host or rely on Chinese models. Particularly given that Chinese AI labs are moving toward licensing the use of open-source models to generate revenue, the Chinese government stating that it has the ability to curtail those licensing agreements at any time should make US businesses more hesitant to rely on those models going forward.
(2) This highlights why the US government also needs to adopt a framework that comprehensively governs the use of US AI technology overseas. The Chinese government clearly sees it as a national security imperative to understand who is utilizing or creating Chinese AI tech, and that it has the ability to regulate it--to include not only AI models, but also chips and data centers (even if China isn't exporting many of the latter). Our regulatory approach should no doubt be different from theirs, but the status quo—whereby the government heavily regulates who can access the most advanced US models, but most people can buy unlimited numbers of US AI chips and use them for any purpose—doesn't make much strategic sense.
(3) This should increase pressure on the US government to also fold Chinese models used/hosted in the United States into its own AI regulatory framework. It doesn't make sense for the US government to conduct pre-release safety testing of US companies' AI models, while deferring regulation of Chinese models used in the United States exclusively to the Chinese government—yet this will be the state of play when these regulations go into effect.
Huge: The Chinese government moves to place registration and licensing requirements on frontier AI model weights, chip designs, and other key AI technologies.
A registration requirement is effective immediately, with a public comment period over the next month before the more expansive regulations are finalized.
The draft includes a range of prohibitions and licensing requirements that could shape the evolution of the Chinese AI ecosystem. It also provides simplified pathways for certain open-source releases and a range of excluded areas.
This is a major step and could give Beijing substantial new leverage over the global spread of Chinese AI. But there are lots of questions about the practical consequences:
—How much will model companies reshape the definitions, thresholds, and processes during the "consultation" period?
—What will firms actually start doing to comply in the coming days?
—Will implementation materially restrict the global spread of Chinese models, or chiefly give Beijing greater visibility into—and discretion over—how they spread?
Korean media obtained statements from Korean prosecutors and reported that CXMT's former CEO threatened former Samsung Electronics employees who had joined the company. According to the report, he told them to bring over the PRP and equipment information for Samsung's 18nm DRAM, and said he would report them to the Korean government if they did not.
He also reportedly warned them, "I have connections who can verify whether it's really Samsung's information, so don't even think about getting away with a lie."
There was also testimony that strong pressure from the Chinese government was behind the former CEO's push on the Korean team. Mr. Jeon spent 28 years at Samsung Electronics before moving to CXMT. He testified in court on the 9th: "At the time, when we were talking with the Chinese government, there was talk that if we couldn't do 18nm, they wouldn't give (CXMT) the investment funding." Prosecutors asked, "Was this what the Chinese government wanted from the start?" Jeon replied, "Yes. The idea was that (the Chinese government) would invest only if we did 18nm, and I came to realize that (CXMT) never had any intention of developing it on its own from the beginning." Jeon also testified that the CEO's pressure came while the company was preparing for a meeting to ask the Chinese government for investment funding.
joongang.co.kr/article/25465…
Gregory C. Allen retweeted
Former AI policy expert under the Biden admin. @Gregory_C_Allen on what winning the AI race against China looks like.
Gregory C. Allen retweeted
"For the first time, we're seeing Chinese government documents talk about terms like loss of human control over AI."
@Gregory_C_Allen explains what the Trump-Xi summit might mean for regulating artificial intelligence:
cnbc.com/video/2026/09/24/de…
Gregory C. Allen retweeted
"If we started bombing data centers right now, we still couldn't get rid of AI on planet Earth."
Former DoD AI Strategy Director Gregory Allen (@Gregory_C_Allen):
• How AI models are escaping
• The U.S. vs. China cyber cold war
• When AI turns on its creators
Full show 👇
Gregory C. Allen retweeted
Are AI cyber capabilities approaching that of a digital nuclear weapon?
@Gregory_C_Allen thinks so – here's why:
cnbc.com/video/2026/07/27/de…
At this absolutely wild moment for AI and cybersecurity, I was delighted to break down the situation on CNBC. Always great to get back on the NYSE trading floor set
Gregory C. Allen retweeted
Chinese AI models are surging in Africa (and elsewhere), but this from @nytimes @paulmozur is often overlooked in the discourse. There are many freely available US models today for consumers that have very large user numbers.























