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Washington's Bilateral Compliance Architecture Reshapes AI Market Access

Governments are increasingly using regulatory leverage, procurement preferences, and export controls as instruments of industrial AI policy, creating access barriers that favor politically connected incumbents over challengers and foreign alternatives.

3 signals tracked

  1. Export bans, equity offers, and voluntary standards converge into de facto licensing

  2. Equity stakes, copyright deals, and reversals erode governance foundations

  3. H200s become a diplomatic concession as Xi and Trump negotiate chip access