The US-China chip war's "clean room" fiction is collapsing from both directions simultaneously: China getting TSMC silicon through Enflame, Intel using Chinese state tools, a TSMC exec allegedly passing sub-2nm IP to Intel — the boundary Washington is spending $50B to defend doesn't exist in practice.
Huawei's Atlas 950 going international is the monetization play for the AI stack China has quietly built — if it lands commercial contracts in the Middle East and Europe, the BRICS financial infrastructure gains a compute layer, and the geopolitical + crypto/DeFi implications are significant for non-US settlement rails.