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June 1, 2026 · Evening edition
Executive summary
Washington has closed a key loophole by extending AI-chip export controls to Chinese-owned overseas entities, likely constraining near-term Chinese access to leading-edge processors while accelerating Beijing-backed efforts to build a domestic AI-semiconductor stack. NVIDIA’s fully open Cosmos 3 world model—with training cycles compressed from months to days and tuned for Blackwell hardware—positions the company to become the default platform for physical AI across robotics and autonomy. Brussels is preparing a record DMA fine against Google as the U.S. threatens Section 301 retaliation, making a transatlantic tech-trade clash by late 2026 more likely. Concurrent quantum research shortens attack timelines on widely used cryptography to single-digit years, elevating the urgency of post-quantum migration for governments and critical industries.
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