OpenAI, Google sold frontier AI models to blacklisted Chinese firms
If confirmed, the sales cut straight through US export controls designed to keep top-tier compute out of Beijing's hands and expose a gap between chip curbs and model curbs.
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If confirmed, the sales cut straight through US export controls designed to keep top-tier compute out of Beijing's hands and expose a gap between chip curbs and model curbs.
The fourfold jump in lease commitments, not the gross figure, is the real signal: hyperscaler AI infrastructure spending is now locked in for a decade, not a quarter.