💾🕹️The debate over advanced semiconductor exports to China is heating up again, but David Sacks offers a pragmatic reality check. Are we really still acting like AI chips are diamonds smuggled through diplomatic pouches? In the era of towering AI supercomputers—8 feet tall and weighing two tons—supply chain security is a matter of logistics, not espionage thrillers.

The solution is simple: enforce a “trust but verify” model. Chips don’t disappear into thin air; they sit in massive data centers inside verifiable server racks. An auditor can literally count them. This is not the Cold War era where microchips could quietly slip across borders. Modern AI infrastructure is too physically massive and interconnected to go unnoticed.

Yet, the semiconductor cold war narrative continues to dominate Washington, often ignoring practical verification measures that the industry already employs. Is this geopolitical theater or a genuine security concern? Either way, the AI arms race is becoming less about clandestine transfers and more about transparent dominance through infrastructure scale.

As the U.S. tightens export controls, companies like NVIDIA continue building compute clusters that are impossible to hide. The real question is whether policymakers will shift from outdated control paradigms to intelligent monitoring strategies that reflect today’s technological realities.

#AMAGE community, are we watching the final chapter of old-world paranoia, or is this just the beginning of a new kind of economic warfare fought not with stealth, but with server racks and teraflops?