Comprised of some of the world’s most experienced geopolitical minds and business experts, Lazard Geopolitical Advisory provides strategic insights and bespoke analyses to help clients navigate potential risks and opportunities and meet their unique goals.
In their latest report, Lazard Geopolitical Advisory examines sweeping shifts in U.S. technology policy toward China and the administration’s strategy for “winning the global AI race.” Recent moves—including approval for NVIDIA’s H20 AI chip sales to China, a novel arrangement requiring NVIDIA and AMD to remit 15% of China sales to the U.S. government, and the launch of a new “AI Action Plan” focused on maximum global diffusion of U.S. AI technology—mark a foundational policy change with far-reaching implications for U.S. tech companies and U.S.–China relations. The attached deck outlines the expected impact on U.S. AI leadership, the intersection with U.S.–China trade negotiations, and the risks and opportunities for corporates navigating this evolving landscape.
Lazard Asset Management serves as the Portfolio Manager of the Caldwell-Lazard CorePlus Infrastructure Fund.
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