How US export controls turned the AI compute supply chain into a theater of geopolitics: the TPP and performance-density thresholds, the A800/H800 workaround, ASML's EUV monopoly as the real chokepoint, China's domestic scramble, and why the rules keep flip-flopping under your feet.
Geopolitics
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Chip Export Controls: Why You Can't Buy an H100 in Shanghai -
Undersea Cables: The Internet's Physical Layer The internet's intercontinental backbone is about 1.5 million kilometers of garden-hose-thick fiber on the seabed — how it's built, powered at 15 kV from shore, broken 200 times a year, repaired by grapnel, and increasingly owned by hyperscalers.