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Export Controls Accelerate the Very Rivalry They Were Designed to Contain

The contest between the US and China across AI model capability, hardware supply chains, and product ecosystems is reshaping the geopolitical order, with technology chokepoints and deployment reach functioning as instruments of strategic influence.

2 signals tracked

  1. China at 100 days behind, pre-positioning hardware, and bifurcating ecosystems

  2. Loongson hits one million units; Beijing summit tests chip détente