National sovereignty in the AI era requires owning the physical compute stack.
To secure true technological autonomy and bypass geopolitical export blockades, leading labs and nations are co-designing custom ASICs backstopped by sovereign financing structures.
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The massive capital injection into custom ASICs allows labs to build custom platforms that bypass Nvidia's global chokehold.
Faced with geopolitical restrictions, Chinese labs are pursuing custom domestic ASIC co-design to secure independent, sovereign compute footprints.
OpenAI designed its own custom Jalapeño ASIC alongside Broadcom to bypass general GPU supply boundaries and secure performance autonomy.