export-controls
6 briefs
Congress Is Trying to Lock China Out of the Chip Industry. Nvidia Says That's the Wrong Move.
The MATCH Act would block China from buying the machines that make advanced chips. Jensen Huang says restricting China just makes it build faster.
Jensen Huang Said There Was No Evidence. There Were Six Indictments.
Federal prosecutors have charged six men in three weeks with smuggling billions in Nvidia chips to China. The CEO who denied it is now selling chips to the US government instead.
The Export Control Bottleneck
Staffing losses and tighter oversight inside the Commerce Department's Bureau of Industry and Security have turned AI chip export licenses into months-long waits. The US is blocking its own allies.
The Bureaucracy That's Losing the Chip War
Trump's plan to sell AI chips to allies is collapsing inside the Commerce Department, where staff have fled and license approvals now take months.
Saudi Arabia Killed The Line and Built a Data Center Instead
MBS suspended his $500 billion linear city after 1.4% completion, pivoted $23 billion to AI infrastructure, and made Elon Musk's Grok the kingdom's national AI layer. The geopolitical bet underneath this is enormous.
The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It
The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.