Part 9/11:
Within Washington, a fierce debate persists. On one side are corporations like Nvidia, eager to maintain access to China’s vast market. On the other side are national security officials warning that selling advanced AI chips could be akin to arming a rival. The outcome of this debate hinges on the fate of the B30A chip export restrictions—a decision that could determine the trajectory of AI dominance for the next decade.
Failing to restrict sales could accelerate China’s rise, leveraging its massive population, centralized control, and industrial capacity to close the gap rapidly. Conversely, restricting sales risks retaliation and disruption of fragile supply chains, especially in manufacturing hubs like Taiwan and South Korea.