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Model Bans, Chip Smuggling, and the Weaponisation of AI Supply Chains

The intersection of national security policy and AI capability is transforming technology supply chains — hardware, software, and model access — into instruments of geopolitical leverage, with commercial markets as collateral terrain.

6 signals tracked

  1. Fable 5 reversal and Supermicro raids confirm access is political

  2. US gates its own frontier models; China validates domestic training at scale

  3. Asian Mythos alternatives launch as enterprise switching costs accumulate

  4. Anthropic's access block drives enterprise substitution to Chinese AI rivals

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

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