Geopolitical risk in AI supply chain

ASML slides on China DUV breakthrough, potentially reducing Western lithography dependency. MiniMax H3 designed for Chinese chips. Moonshot Kimi trains 3T model on only 20K Nvidia chips from Alibaba, confirming efficient training and cloud dependency shift. Wan 2.6 from Alibaba adds to Chinese AI video dominance. Qwen Image 3.0 expands Alibaba's AI model portfolio. US-China IP theft accusations (Moonshot Kimi K3). Coalition of tech companies advocates for open-source. Could disrupt model availability and compute costs for creators.