The Substrate
Erich Grunewald, Hamish Low, Dave Banerjee, Onni Aarne, Maxwell K. RobertsA newsletter about AI hardware, security, and geopolitics.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | the-substrate.net |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
BIS should use AI to control AI chips
The Bureau of Industry and Security (BIS) needs more enforcement capacity. It recently came to light that several Super Micro employees illegally moved $2.5 billion worth of export-controlled AI servers to China over two years. They routed ...
Securing AI infrastructure to prevent backdoors and sabotage
AI integrity (which I introduced in a previous post) means ensuring AI systems are free from secret or unauthorized modifications that could compromise their behavior. During an intense AI race between the US and China, China would have str...
A sketch of market-based export controls
Bloomberg recently reported that the Trump administration is considering a new global AI chip export control framework. The proposed rule appears to have been withdrawn for now, but still likely provides an instructive example of the approa...
China is making strides in etching machines for memory
This is the first piece in a series exploring some of the key semiconductor manufacturing equipment that China needs to indigenously produce high-bandwidth memory, perhaps the most important bottleneck to its efforts at making AI chips.
Authors
The writers behind this newsletter.
Senior Researcher at the Institute for AI Policy and Strategy (IAPS)
Research Associate at IAPS
Associate Researcher @ IAPS
AI governance researcher.
Researcher at IAPS.
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