AI systems
The chip ban forced China to build smarter AI
The AI race everyone watches is the application layer. The one that decides it runs four layers down, in chip design, fabs, and export controls. When the US cut China off from the best GPUs, DeepSeek answered with efficiency instead of scale - and that is the lesson worth keeping.
Lead essay
Start here when you want the current Doric argument instead of a chronological archive.
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