Topic
The chips and compute that power AI, and the export controls around them.
The controls are gone. The loaded gun Washington put on the shelf isn't.
A food-delivery company trained a 1.6-trillion-parameter model with zero Nvidia chips and gave it away. Everyone's reading the wrong number.
Three days. That's how long Fable 5 lasted before Washington pulled the plug.
Spin up a subsidiary in Singapore? Doesn't matter anymore. The rule asks who your parent is — and Commerce quietly admitted it failed to ask for a year.
Early-stage talks are not a deal. Before you write the chip-war headline, read what's actually on the table.
Every AI debate eventually runs into one company's income statement. Here's what the numbers actually say — and the part that should unsettle you.