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When Deals Replace Rules: Industrial Policy Is Overwriting AI Governance

Tension between rights-based regulatory frameworks and transactional industrial policy logic as governments trade regulatory accommodation for AI investment, infrastructure commitments, or strategic access — fragmenting the normative architecture that global AI governance depends on.

2 signals tracked

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

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