@teortaxesTex i already see signs of this happening internationally - the iran war was really bad for this because it sends a very negative signal to the asian countries the US needs on side to keep enforcing export controls
@teortaxesTex given recent events, i would not underestimate the US ability to torpedo their own lead with self-destructive actions
there's a nontrivial probability that the US enacts a full federal moratorium on datacenters in 5 years imo