Tag: 15 percent performance penalty for sovereignty

Playing Checkers While China Builds Chess: How the U.S.–China Race in Chips and AI Is Rewriting the Global Tech Order

U.S.–China competition in chips, AI, and advanced manufacturing is crystallizing into a long-term structural race: the United States holds a widening hardware and fabrication lead, while China is choosing to sacrifice performance for sovereignty, betting that domestic capacity and energy advantages will eventually erode Washington’s leverage. The Trump administration’s decision to approve exports of Nvidia’s…

January 11, 2026

Playing Checkers While China Builds Chess: How the U.S.–China Race in Chips and AI Is Rewriting the Global Tech Order