IBM warnt: US-Chip-Abhängigkeit von ausländischen Lieferanten stellt nationales Risiko dar

Die technologische Souveränität der USA steht auf dem Spiel—IBM macht deutlich, dass die Abhängigkeit von ausländischen Chip-Lieferketten keine Handelsfrage, sondern eine nationale Sicherheitsfrage ist.

Die Realität ist hart: Ohne eigenständige Halbleiterproduktion bleibt Amerika verwundbar. Geopolitische Spannungen und Lieferengpässe könnten kritische Infrastrukturen lahmlegen—vom Energienetz bis zur Finanzindustrie.

Während Wall-Street-Banker weiterhin auf kurzfristige Gewinne setzen, zeigt IBM auf, was wirklich zählt: technologische Unabhängigkeit. Denn wer die Chips kontrolliert, kontrolliert die Zukunft—und das ist ein Spiel, das Amerika nicht verlieren darf.

U.S. government invests in Intel while Big Tech signs global AI chip deal

In late August, the U.S. government agreed to put $8.9 billion into Intel, getting a 9.9% ownership in return. This MOVE was meant to boost domestic chip production, especially since the global market is becoming more competitive.

Cohn called the Nvidia-Intel partnership “some good,” but said the real issue is much bigger: America needs to build its own chip infrastructure and stop waiting on imports.

He brought up how badly the country struggled during the COVID pandemic. “We understood that without chips being imported to the United States, our economy, our manufacturing economy [would] shut down,” he said.

That situation exposed a national weakness. Now, the federal government is using policies like the CHIPS Act, signed into law in 2022 under President Biden, to encourage more chip factories at home.

But Cohn made it clear that the government’s job isn’t to pick favorites. “To be able to defend ourselves, to be able to build military equipment, we need to be in the chip manufacturing business here,” he said.

This comes while the U.S. and UK signed a $42 billion agreement called the Tech Prosperity Deal, which is expected to boost AI chip demand in the UK. Microsoft, Google, Nvidia, and OpenAI are all involved.

Cohn also said the AI boom will need massive data centers, most of which still don’t exist. He expects them to be ready in three to five years. He’s convinced AI is just getting started. Tools like AI agents only “solve a specific AI problem” today, but that will change. IBM is preparing for that next step.

The company believes AI will expand into something much bigger, connected systems, working together, powered by quantum computing. “Where I believe this is going, where IBM believes is going … to an enterprise-wide solution where all of these AI programs … will work together,” he said.

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