Mobile chip design giant Qualcomm, while not a strategic partner, is the only US company sponsoring the event as one of 22 “elite partners”. This is a noticeable shift from before the Covid-19 pandemic. At the 2019 conference, IBM, Microsoft and Amazon Web Services were all strategic partners, while Tesla CEO Elon Musk was one of the most high-profile speakers.
Semiconductor companies have publicly fretted about Washington’s escalating restrictions on chip exports to China, but trepidation about sponsoring a Chinese AI conference suggests American firms are treading cautiously around what has become a geopolitical minefield.