Huawei
3 articles
- The Duplication Tax: The U.S.-China Tech Split Is a Permanent Infrastructure Cost
Export controls and data-sovereignty laws have divided the technology economy into two non-interoperable production systems. Multinationals now face a permanent cost premium from bifurcating infrastructure, products, data systems, and compliance operations.
- The Sovereign Compute Verification Problem: Why Identity Proofing Is the New Export-Control Bottleneck
U.S. export control has shifted from controlling chips to controlling access. The resulting bottleneck is verification: restrictions based on location, ownership, or nationality cannot be enforced without identity-proofing infrastructure across hardware, cloud, model, and bilateral-governance layers.
- The Compute Substrate Race: Where the U.S. and China Hit Different Walls
AI compute scarcity has migrated from fabrication to HBM, advanced packaging, grid access, and cooling. China is constrained upstream; the U.S. downstream.