China is now enforcing AI-hardware decoupling at the model-training level — DeepSeek giving Huawei exclusive model access means future Chinese AI will train natively on Chinese silicon, rendering US export controls largely moot before 2027.
Interest-bearing digital yuan directly threatens stablecoin infrastructure by offering a state-backed yield-bearing alternative; DeepSeek's Huawei-first strategy bifurcates the global AI agent stack along geopolitical lines — agents running on Chinese infra vs. US infra become distinct ecosystems with incompatible supply chains.