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Applied AI·July 22, 2026·1 min read

Washington wants to sanction Chinese AI for ‘theft’. Nvidia’s Jensen Huang says that’s backwards.

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A US push to scrutinize Chinese open-source models for IP theft—met by Nvidia’s call to keep China in the AI ecosystem—shows export control and model governance are starting to collide. Multinationals building on open models need a clear view of provenance and jurisdictional risk before this hardens into enforceable policy.

Applied AI

Source: OpenAI raised its projected cloud spending to ~$750B through 2030, up from a projection of ~$600B earlier this year, reflecting new cloud agreements

A projected ~$750B in cloud spend through 2030 makes AI compute look like a sovereign-scale utility, not a SaaS line item. If your roadmap depends on hyperscaler economics, assume AI capacity will be pre-allocated by a few anchor tenants and lock in long-term commitments or alternative providers sooner than you planned.