美国商务部长：AI是瓶装教育，中美科技竞争非零和

We are on the ground here in Chapel Hill, and I'm surrounded by a who's who of I. It's the Mount Rushmore of artificial intelligence. As you walk around the Carolina in here, thank Jensen Altman Karp. And we'll add another name. Love. The commerce secretary is hosting this confab in North Carolina and joins us right now live on Bloomberg TV and radio. Mr. Secretary, it's great to see you here at the G-20. It's great to be here with you.

So we were just talking about the sales pitch and some of the comments that the Treasury Secretary made last night. You're surrounded by arguably the smartest people in the world. You've been having fireside chats with them, and I've been fascinated to listen to these conversations. Are you surprised they have not been clever enough to sell the American people who might be skeptical about this technology and the means with which we're developing it through data centers?

I think today was sort of the first day that they really sort of grabbed on to it and tried to understand that there really they were saying the word intelligence, right? Like data centers create intelligence. But the right way to say it is the way they said it today at the G20, which is its education in the bottle. And what they were saying is, imagine if all the world, the smartest people in the world, were willing to move to your country, speak your language, speak your language, and work on the projects you want them to work on.

Would you really keep those people out of your country? See, that's what I is. I is education. It's the ability to ask the smartest people in the world to do what you want them to do. And that is what I set out to do today, to have the world understand that they can grow and build using the American tech stack. And I you've talked about our adversaries potentially spoiling the narrative here through disinformation when it comes to data center.

Is that true? Where's it coming from? I do I think data centers. I mean, think about it. The number one product that uses water is an unmanned farm. Next thing is cattle. I mean, data centers don't use water. This is just misinformation. The early generation did right. I know the newer plants are closed circuit and use different cooling systems, but people remember these old data centers that made a lot of noise. They use a lot of water and drain a lot of power.

So basically, if your community embraces data centers, you're going to have great economics. You'll have more power, will be built in the price of power, and your community will go down and you'll have the economic power of they're paying taxes and they're making your community better. So if your community doesn't embrace a data center, some other community will. And I think data centers are part of the mix. They're not the Mexicans.

You can always rent data center from another community that's using it. But the fact is, education is coming, democratized education is coming. And the opportunity and entrepreneurship which this will really work for America because we are the most entrepreneurial country. Do you realize compared to last year? Entrepreneurship. New startups up 40%. Usually it's like up 2%, up 40% year over year. This is really the greatness of America.

Coming at Sam Altman put a very fine point on that. When he was speaking to the roomful of folks in a fireside chat that you were just leading. When it comes to disinformation, though, have you confronted your Chinese counterpart about this? Have you met on data centers? We met with our Chinese counterparts and and we really talked about how we could work together. Remember these the G-20 is all about a collaborative way to how to do things together, right?

Can we come up with a set of pillars, a set of really instructional items on AI and technology? Can we all work together? All G20 and I think we are going to reach consensus amongst us all. Isn't this zero sum though? Somebody's got to lose. Mr. Secretary. Know my wrong? Yeah. We trying to beat China. Yes we are. We are trying to have the American eye. Tech stack. Yeah. Be out there in front. But if you think about AI, there's a if the smartest if we talk about is education.

The smartest frontier models in the world are American. They're the teacher. And if the teacher is relentlessly studying to stay at the frontier, the smartest, the greatest in the world, the students are always going to be a little back. And that's what you have right now with Chinese open source models. They are studying from us, but it's open AI, it's anthropic. And by the way, Tom Brown was here. He's a founder of anthropic.

He was one of my fireside chats earlier today. Right. And the idea is those are the teachers. Those are the frontier. And the Chinese open source models are a couple of generations back. And because that's what students are going to be when the teacher is the smartest in the world and keeping that the party in China is the student, to your point. Um, fascinating to see sitting down with Tom Brown. Has anthropic righted its relationship with this administration?

They did, they did. We had a good kerfuffle. Yeah, right. I mean, it was out there. But you know, they've they've got religion. They understand what's the religion. The religion is that there is no country better than America and that you have to be onside with America because America is on your side. Did they need to be taught that? Well, I, I think they were a little confused about the topic, but we sorted that out and the president sorted that out and I helped sort it out.

And now I think we're all in tune together. So open. I was here with Sam, but so is Tom Brown with anthropic. Jensen was here. Yes. And you know Alex Karp. So we're talking trying to get the world's G20 ministers to understand that the American tech stack is going to democratize education. They should bring it in. It'll speak in their language, right, and use it to make the world a better place. This is the opportunity to make the world a better place.

And it's the American tech stack that's going to drive it. Well, we've got a China on our mind here. There's a question about tariffs when it comes to chips. I don't know if we're talking about all semiconductors. Mr. Secretary if it's memory if it's beyond that. But what are you preparing to unveil? Well, remember the Trump administration has always said if you build here there's no tower. Yeah. And, you know, we set out as one of our key things that when the Trump administration walked in the door and I walked in the door, we had like 1% production of semiconductors.

And our goal is now 40%. And if Intel can be successful, which it's clearly on the way to be, we could get to 50% domestic by the end of the term, by the end of the term. We want that shovels in the ground building and it will all be complete, but they'll be shovels in the ground building it. Yeah. To get us to 40 or 50% production semiconductors. And the idea is very simple and it's been very successful with pharmaceuticals.

Can't build it here and you won't pay a tariff while you're building. But if you're not willing to put shovels in the ground here, then you should pay to have access to the greatest market in the world. And I think that's our objective. We're going to shoot for 50% market share, right? 50% of our own consumption should be built here. And that's our objective. And we have commitments already already of $1.2 trillion building.

So TSMC. Yeah 265 billion micron 250 billion. That's two companies over $500 billion. So you can see they're coming to America. The building to America. Yeah. The policy is working. So it sounds like if you're SK or Samsung, you're on notice. You are on notice that they are going to build here. They need to build here. It's vital that they build here. Can we build a foundry fast enough to get to that level in the next two years?

That's breaking the sound barrier. I don't know that we can finish in time, but surely we

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