Anton Leicht(@anton_d_leicht):Huawei shortages also show that middle powers can't 'hedge toward China' on AI: there's no alternative to the US if you want frontier compute capacity at scale. tough spot for the world, but a great position for the US to leverage for global influence. if the admin wants to!

Anton Leicht

@anton_d_leicht

AI & political economy | fellow @CarnegieEndow | allegro ma non tanto

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Anton Leicht@anton_d_leicht

2026.09.18 13:40

Huawei shortages also show that middle powers can't 'hedge toward China' on AI: there's no alternative to the US if you want frontier compute capacity at scale. tough spot for the world, but a great position for the US to leverage for global influence. if the admin wants to!