Playing both sides of the U.S.-China AI "Cold War"

“Many countries around the world, particularly in the Global South, want the best of both worlds.”

Brazil put $255 million into Huawei-partnered supercomputing and $189 million into Nvidia. Saudi Arabia built its Arabic model on Chinese open-source tech while writing checks for American data centers. Washington’s chip controls assumed the world would pick a team. Nobody told the rest of the world.