The United States has spent three years building an export control regime designed to prevent China from competing in artificial intelligence. The theory is straightforward: AI runs on specialized chips, the best chips depend on a programming platform called CUDA that only NVIDIA provides, and restricting chip access restricts AI capability. Washington …
The CUDA Moat Is Real and China Doesn't Need It
Chinese primary sources reveal another layer of the AI competition that US export controls don't reach.
