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Compute Statecraft

Compute Statecraft

Map the hidden power moves shaping AI, geopolitics, and the tech stack.

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Updated Apr 23, 11:00 UTC

The AI OVERWATCH & ENFORCE Act Pivot: From Chip Walls to Model Guardrails

House Foreign Affairs Committee passed the AI OVERWATCH Act (April 22, 2026) to strengthen export controls on advanced AI chips and increase transparency in licensing.

3 sources • 1 primary

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Featured Dossiers

  • Bureau of Industry and Security (BIS)

    U.S. Department of Commerce bureau administering export controls and industrial security measures affecting advanced compute, chips, and dual-use technology flows.United States

  • Inspur Group (Inspur Electronic Information Industry Co., Ltd.)

    Chinese cloud, server, and supercomputing supplier under U.S. Entity List controls tied to military-modernization and supercomputer end-use concerns.China

  • Samsung Foundry

    Global semiconductor foundry and integrated device manufacturer (IDM) lead for HBM4 memory-logic integration and 4nm/3nm capacity.South Korea / Global

  • DeepSeek (High-Flyer Quant)

    Primary architect of China's sovereign AI stack; developer of 1T-parameter MoE models natively integrated with Huawei Ascend/SMIC N+3 compute.China / Global

  • ASML

    Critical lithography supplier and structural chokepoint in advanced semiconductor production.Netherlands / Global

  • Marvell Technology

    Critical architect of AI interconnects and optical DSPs; primary gatekeeper for NVIDIA’s NVLink Fusion ecosystem and CPO (Co-Packaged Optics).Global / US

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