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The AI chip competitiveness is not solely affected by market demand. NVIDIA has halved the number of consumers in Asia after declaring a stern whitelist of buyers that passed new compliance checks. The shift follows growing pressure from the United States to make sure advanced AI chips do not reach China through third countries, while Washington has levied export restrictions on China. This change hints at a shift towards active enforcement. It also reinforces a bigger trend that AI architecture is being viewed as a geopolitical asset, where access is determined as much by national safety as by technological capability. […]