The AI Power Podcast

Gregory C. Allen
  • 5.0 (6)
  • Government

Understand everything that's going on in AI Policy and how AI impacts the world. Hosted by Gregory C. Allen.If you work in AI policy — or you're just fascinated by it — this is the podcast for you. Every week, The AI Power Podcast unpacks the developments that actually mattered: AI regulation, safety, economic policy, US–China competition, semiconductor export controls, and national security. Think of it as drinks after work with the smart friend who tells you what's really going on, and what might actually work, in plain English. Plus interview episodes — long-form conversations with the policymakers, builders, executives, and analysts shaping artificial intelligence and the global power competition built around it.

Episodes

  1. 7h ago

    A NVIDIA AI Chip sales Whitelist, a bruising BIS hearing, and New York's data center freeze

    NVIDIA has quietly cut more than half its authorized Asian customers, building a new whitelist to keep advanced AI chips from reaching China through third countries. Gregory C. Allen and co-host Adam Goodwin dig into what that reversal says about years of NVIDIA denials, the firm's Washington overhaul under new external-affairs chief Bruce Andrews, and a striking claim from inside China that every chip it can make — "even those lower grade chips that no one wanted before" — is now sold out. Then: BIS Under Secretary Jeffrey Kessler's testimony before the House Foreign Affairs Committee, where a bipartisan lineup — Chairman Brian Mast, Bill Huizenga, ranking member Gregory Meeks, Keith Self, and Young Kim — dogpiled Commerce over stalled rulemaking, policy-by-private-letter, and the unenforced foundry due-diligence rule that lets Chinese front companies make chips at TSMC and Samsung. Finally, Governor Kathy Hochul's first-in-the-nation moratorium on data center construction, and why it may be less a crackdown than a political needle-thread over a build-out New York is already losing to Texas and Virginia. (00:10) Cold open — remembering Senator Lindsey Graham  (04:55) NVIDIA's customer whitelist and the China chip-smuggling problem  (13:50) Jeffrey Kessler's bipartisan roasting at the BIS oversight hearing  (28:40) New York's data center moratorium and the politics of the AI build-out  (36:45) Coming up next week

  2. 3d ago

    Licensing AI, the Memory Crunch, H200s to China & Is It a Bubble? — with Adam Goodwin

    In the span of eighteen days this summer, the Commerce Department gave Anthropic ninety minutes to pull its two most powerful models offline — and then quietly let them back on. How did we end up with a de facto AI licensing regime without anyone actually passing one? For the first episode of The AI Power Podcast, Greg sits down with Adam Goodwin — former Senate staffer, Greg's old colleague from Blue Origin, and now president of Goodwin Strategies — for a wide-ranging tour of the AI policy stories that actually matter right now. They dig into the Mythos and Fable shutdown and Project Glasswing; whether OpenAI's cooperation (and rumored 5% government stake) means Washington is licensing AI in all but name; the DRAM shortage now pushing up the price of your next iPhone; China's memory champions and the fight over letting Apple buy CXMT chips; why Beijing suddenly wants those NVIDIA H200s after all; the morale crisis inside the Bureau of Industry and Security; the trillion-dollar bull-and- bear case on an AI bubble; how Chinese distillation of American models threatens the whole business model; and the coming "SaaSpocalypse."  Chapters:  00:00 – Meet Adam Goodwin  1:18 – 90 minutes to shut down: Mythos, Fable & Project Glasswing  06:33 – Is Washington licensing AI in all but name?  11:03 – The DRAM shortage and the $200 price hike  17:04 – China's memory champions: YMTC & CXMT  28:03 – Why Beijing reversed course on the H200  38:21 – Inside a struggling Bureau of Industry and Security  42:08 – The trillion-dollar question: is AI a bubble?  52:06 – Distillation, DeepSeek & the copying arms race  1:03:56 – The "SaaSpocalypse"  See Greg's full research archive, and the Decision Tree newsletter at decisiontreeresearch.com.

  3. Jun 8

    The biggest ever loophole in U.S. AI chip export controls on China? With Chris McGuire

    For the first interview of the AI Power Podcast, Chris McGuire of the Council on Foreign Relations and formerly of the White House National Security Council for a conversation on AI and Semiconductor export controls. A shocking release of updated Commerce Department guidance reveals that it has not been enforcing U.S. export controls on sales of AI chips to international subsidiaries of Chinese companies for more than a year. The Commerce Department has moved quickly to close this loophole but left another one open that is just as big. Chris and Greg unpack what this means and where we go from here.

  4. May 4

    Trailer - What the AI Power Podcast is About

    Welcome to The AI Power Podcast. AI is reshaping every dimension of national power — semiconductors, defense, economic policy, geopolitics. The decisions being made right now will define the next century. Hosted by Gregory C. Allen — founder of Decision Tree Research, former director of the Wadhwani AI Center at CSIS, and host of the original AI Policy Podcast — The AI Power Podcast tackles the policy questions that actually matter: who's shaping the technology, how does it affect us, and what's at stake? Each episode brings either a deep dive on the week's AI policy news or an in-depth conversation with the experts, policymakers, and industry leaders making the decisions. Subscribe now. Episode 1 drops soon. Show notes, the full archive of Greg's research, and his newsletter Decision Tree at decisiontreeresearch.com.

  • 4 Episodes

Ratings & Reviews

5
out of 5
6 Ratings

About

Understand everything that's going on in AI Policy and how AI impacts the world. Hosted by Gregory C. Allen.If you work in AI policy — or you're just fascinated by it — this is the podcast for you. Every week, The AI Power Podcast unpacks the developments that actually mattered: AI regulation, safety, economic policy, US–China competition, semiconductor export controls, and national security. Think of it as drinks after work with the smart friend who tells you what's really going on, and what might actually work, in plain English. Plus interview episodes — long-form conversations with the policymakers, builders, executives, and analysts shaping artificial intelligence and the global power competition built around it.

Information

  • Creator
    Gregory C. Allen
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © 2026 The AI Power Podcast
  • Show Website
    The AI Power Podcast

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