It feels like a weird tension: we worry about AI alignment but also want everyone to have unrestricted local AI hardware. Local compute means no guardrails, fine-tune for whatever you want.
Maybe the market pricing people out is accidentally doing what regulation couldn't? Concentrating AI where there's at least some oversight and accountability. Not sure if that's good or bad to be honest.
> market pricing people out
For now. Chinese supply chains include DRAM from CXMT (sanctioned) and NAND from YMTC (not sanctioned, holds patents on 3D stacking that have been licensed by Korean memory manufacturers).