Gregory C. Allen
@Gregory_C_Allen
Senior Advisor, Wadhwani AI Center @CSIS_AI @CSIS. AI Policy Pod https://www.csis.org/podcasts/ai-policy-podcast https://www.youtube.com/@WadhwaniAICenter
I am extremely proud to share that my new report "DeepSeek, Huawei, Export Controls, and the Future of the U.S.-China AI Race" has just been published by CSIS! This report is chock full of previously not-public information and analysis connecting dozens of data points to assess…

Chinese universities ranked above MIT, Oxford, Stanford in the new 2025 Nature Index: Zhejiang, USTC, Peking, Tsinghua, Nanjing, Shanghai Jiaotong, Sun Yat-sen, Fudan, Sichuan China’s heavy investment in scientific research underpins all of its tech & industrial advances.
Happy Friday! I was lucky to have a great convo w/ @Greg_Allen on the AI Policy Podcast, talking through the history + latest updates in 🇨🇳 AI policy. I’m heading out on leave soon so wanted to pin a few of these ideas here. Quick takes + timestamps in🧵 below. (1/x)
Really excited to be on the AI Policy Podcast with @Gregory_C_Allen talking about China’s industrial policy efforts in AI and more! csis.org/podcasts/ai-po…
Recently went on CSIS's AI Policy Podcast to chat about AI + cybersecurity with @chrisrohlf. We cover AI as a tool for attackers/defenders as AI as a target for theft/tampering. Thanks @Gregory_C_Allen for hosting us! Links in next tweet.
New AI Policy Podcast: @Miles_Brundage and @chrisrohlf join @Gregory_C_Allen to discuss the cybersecurity offense-defense race, securing model weights, and how better policy can improve security incentives. Listen and watch here: csis.org/podcasts/ai-po…
TODAY at 1pm I'll sit down with @shieldaitech 's founder and President Ryan Tseng for a conversation about the company's work on AI and autonomous systems for the United States Military and their work supporting Ukraine's defense against Russian aggression. Shield AI is one of…
Comparing the readouts. Trump highlights trade progress, rare earths, and state visits—no mention of Taiwan. PRC readout stresses US non-compliance, warns on Taiwan, and omits rare earths. US tone is more positive. Export controls are on the table for discussion.
On June 9 at 1 PM ET, join us for an event with @shieldaitech's President and Co-Founder @rtsengusa and @Gregory_C_Allen where they break down the current state of AI and autonomy at the DOD. Register here: csis.org/events/shield-…
Still yet to talk to any engineers here who say Huawei Ascend working for AI training. It’s ok for inference on small models. DeepSeek doing all of their R2 training on Nvidia, can still get hands on enough H100s to scale up their cluster.
BBAT continue to favor NVIDIA chips. Their diversification efforts remain limited, although they are accelerating due to increasing compute demand and export controls.
When the PRC wants to dominate an industry, they foster oversupply and let the market pick the most competitive companies. / Via @CSIS @Gregory_C_Allen
NEW: Huawei is building a 7nm fab in Shenzhen for its smartphone and Ascend chips, its first effort to manufacture its own high-end chips. The Guanlan site is part of a sprawling network of new chip manufacturing sites all working on various elements of Huawei's push to become…
Today Anthropic submitted key recommendations on the "Diffusion Rule" - export controls on advanced AI chips. We believe maintaining America's compute advantage is essential for national security as powerful AI systems develop. anthropic.com/news/securing-…
"all day long I call people and beg them to give us their GPUs, we are so incredibly constrained our growth is going like this; deepseek launched and it didn't seem to impact" - Sam Altman