Michelle Giuda
CEO of the Krach Institute for Tech Diplomacy at Purdue, focused on advancing trusted technology and tech diplomacy; previously served as U.S. Assistant Secretary of State for Global Public Affairs from 2018 to 2020.
Chinese Open-Weight Models Threaten to Become the Default AI Stack
Michelle Giuda, CEO of the Krach Institute for Tech Diplomacy at Purdue, argues that the central issue in the open-weight AI debate is not openness itself but the growing availability of low-cost Chinese models. As companies seek cheaper models that are capable enough for routine deployment, she says the US must develop open-weight alternatives that can compete on price, access and usability—or risk Chinese AI becoming embedded in domestic and allied technology stacks.
Cerebras Raises $5.55 Billion as AI Infrastructure Demand Lifts Tech Markets
Cerebras raised $5.55bn in the year’s largest US IPO while Cisco shares jumped on a higher hyperscaler-orders forecast, putting both a new AI compute listing and an incumbent networking supplier in the market’s AI infrastructure trade. Cerebras CEO Andrew Feldman argued that the company’s wafer-scale systems, OpenAI deal and AWS engagement show it can become a major compute supplier; Bloomberg reporters pressed the harder question of how much of today’s AI infrastructure demand will turn into broad, durable revenue.
Xi’s Taiwan Warning Leaves U.S.-China Positions Unchanged but Raises Tech Stakes
Michelle Giuda, chief executive of Purdue’s Krach Institute for Tech Diplomacy, told Bloomberg Technology that Xi Jinping’s warning to Donald Trump over Taiwan was serious but did not mark a new position from Beijing or Washington. She argued that Taiwan remains the central pressure point in U.S.-China relations because of both security commitments and semiconductor dependence, while Iran and an unusual tech CEO delegation showed the summit’s mix of incremental diplomacy and improvisation.