Find XO: GPUs have become geopolitical assets, with compute access a structural constraint for startups (finance.yahoo.com)

- According to the FT, Nvidia AI chips blocked by the US are sold on China's black market at roughly double the price. - The DGX B300 costs about 8 million yuan, more than twice the US price, and $1 billion worth has been smuggled in over three months following tightened export controls. - While controls do not completely block GPU movement, they impose higher costs and unstable supply on those seeking compute legally. - Designs that avoid dependence on a specific chip and single supply source determine survival.