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All HardwareIndustryModelsPolicyResearch

2020–2022 · Scaling

2022Oct Policy
US export controls hit China

October 7 rules cut China off from A100/H100-class chips and advanced fab tools — compute becomes statecraft.

2023–present · The build-out

2023Oct Policy
Export controls tighten

A800/H800 workarounds banned; performance-density rules close the loopholes.