Senior Analyst
Ben Reynolds is a Senior Analyst with Rhodium Group’s China Corporate Advisory team, specializing in US-China semiconductor competition and its impact on global electronics supply chains.
ChinaBefore joining Rhodium Group, Ben was an electronics industry consultant at Prismark Partners LLC, where he advised clients on emergent trends in the AI hardware supply chain, China’s domestic semiconductor development, and US/G7-China technology competition.
Ben holds an MA in China Studies and International Economics from the Johns Hopkins School of Advanced International Studies, a Chinese and American Studies certificate from the Hopkins-Nanjing Center, and a BA in International Affairs from Princeton University.
Report
Policy attention has fixated on chips, the cloud, and models. But crafting a durable AI strategy will require a broader approach reconciling industrial capacity, geopolitical realities, and rapid evolution of the technology.
Note
The Trump administration’s decision to let NVIDIA sell its H20 chips to China is a sharp break from Biden-era controls, but its vision of keeping China hooked on US AI tech doesn't comport with Beijing's self-reliance push.
Commentary
President Donald Trump’s push for an industrial revolution in AI is in significant tension with his plans for wide-ranging tariffs on semiconductors.
Note
We break down the potential fault lines within the five core assumptions implicit in emerging US AI policy. This lets us stress test the US approach and anticipate what the next wave of AI competition will likely entail.
