Jacob Feldgoise
@jacob_feldgoise
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Semiconductor supply chains, economic security, and AI workforce — Senior Data Research Analyst @CSETGeorgetown
Washington, DC
Joined February 2018
🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system!. A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU. More details: 🧵
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ICYMI, you should really check out this fascinating new report from my colleagues:.
🚨 NEW REPORT! 🚨. After 2 (!!) years working on a new dataset of thousands of PLA contracts, I’m very excited to share a new report, featured in today’s @WSJ!. We ask: Who are the PLA’s AI suppliers?. The answer: an unexpected, emerging class of firms and universities. 🧵/15
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RT @JeremyLNeufeld: In the next few days, the Trump administration is going to propose a new regulation changing the H-1B lottery. The bi….
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RT @ChorzempaMartin: Really looking forward to reading this report. Did a quick search and am fascinating that none of China's top tech fir….
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RT @JChengWSJ: China Is Using the Private Sector to Advance Military AI—A wide variety of companies and universities is helping the People’….
wsj.com
A variety of companies and universities is helping the country’s forces to modernize with cutting-edge technology, data shows.
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RT @SamBresnick: 1/ 🚨 In a new @CSETGeorgetown report, @colemcfaul, Daniel Chou, and I examine the inner workings of China’s military-civil….
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RT @colemcfaul: 🚨 NEW REPORT! 🚨. After 2 (!!) years working on a new dataset of thousands of PLA contracts, I’m very excited to share a new….
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Fascinating new analysis from my colleagues:.
1/ 🚨 In a new @CSETGeorgetown report, @colemcfaul, Daniel Chou, and I examine the inner workings of China’s military-civil fusion strategy and AI defense industrial base. Here’s what we found 🧵
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RT @RyanFedasiuk: Some personal news: I started today as a Fellow at @AEI, working at the intersection of technology, national power, and U….
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RT @CSETGeorgetown: Easing back into work this morning? Give @jacob_feldgoise a listen on @BBCNews, where he discusses the U.S. Government’….
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RT @colemcfaul: Great find by @jacob_feldgoise here. Narrative ≠ Reality. Chinese PhD students continue to stay in the US, despite all o….
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RT @neilthomas123: What does China want its students to study? . Beijing just issued an action plan on university majors and approvingly ci….
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NSF released new data on Chinese PhDs graduating from U.S. universities!. Great to see the intention-to-stay rate tick back up to 79% (after it fell to 74% in 2021).
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RT @EconKusuma: Inequality keeps widening. Since 1990, the top 10% have seen their effective incomes more than double. The bottom 10%? Just….
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RT @hlntnr: Some professional news—next week, 6.5 years after helping found CSET, I'm stepping into the role of interim executive director.….
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RT @CSETGeorgetown: On September 2, CSET Executive Director @DeweyAM will be taking on a new role with @Georgetown Academic Innovation Netw….
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Useful anecdote on the competitiveness of China's domestic etch tools
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Details on the Intel & Trump Admin deal:.1⃣ USG takes an $8.9b equity stake in Intel (all from awarded and unpaid CHIPS Act grants: $5.7b + $3.2b for secure enclave).2⃣ Intel keeps $2.2b in CHIPS Act grants that were already paid out, and clawback clause will be removed👇.
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