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Two AI Stacks, Not One Race: The Architecture of Decoupling Hardens

The global AI technology landscape is fracturing into distinct supply zones with different hardware foundations, software ecosystems, and model access norms — a structural divergence that goes beyond a capability gap between similar architectures and toward mutual incompatibility.

2 signals tracked

  1. Photonics lab, domestic chips, and open-source strategy reveal parallel stack

  2. RISC-V, open-source LLMs, and gallium bans signal stack war is live