Summary
Rhodium Group Director Reva Goujon discusses the need for a holistic approach to AI security as powerful models proliferate, highlighting the expanding cyber threat surface, the US policy's lack of coherence, and the necessity of diversifying supply chains away from China. She notes India as a key market for demand diversification, while calling for better international coordination on safeguards.
- AI models present force-multiplying risks in cyber, bio, and other threat domains
- Hyper-connected AI in the 6G era will vastly expand adversarial attack surfaces
- US actions like FCC restrictions on optical transceivers carve out market opportunities
- US policy lacks a coherent holistic strategy across energy, raw materials, and tech stack
- The US cannot go it alone; semiconductor supply chains require global tech partners
- Diversifying manufacturing of connected devices away from China is crucial
- India and other markets play a key role in total demand for the coalition effort