In 2024, the AI compute map had two superpowers. US at 53.7 GW, China at 31.9 GW.

In 2026, China is at 2.5 GW.
That's a controlled demolition of a nation's AI infrastructure capacity through export policy. No bombs, no sanctions, just chip rules.
What this proves is that compute is now a geopolitical weapon. Any country that doesn't own its infrastructure doesn't want to find out what being on the receiving end of that weapon feels like.
The question isn't whether decentralized compute wins. It's whether it arrives before the next policy decision restructures the map again.