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Well-meaning, patriotic China “Hawks” who are not AI/HW experts are putting American national security at risk. China had *zero* chance of ever catching America in AI with the export strategy that Jensen supported. Their labs would have continued training using less powerful American GPUs which meant American labs would have always been ahead given scaling laws. And in the event of a conflict, we could have simply turned off all the Southeast Asian clouds. Simply stated, in AI terms, America had machine guns and we were giving China muskets to prevent them from developing their own machine gun variants. Given that it looks like the China “Hawks” will get their preferred policy, China will likely soon have a chance of catching America in AI by going down an alternate, less power-efficient AI hardware path. They almost certainly would not have gone down this path if less powerful GPUs were still available in China and via Southeast Asian clouds. And it will be a much less stable world if China pulls even or ahead of America in AI after developing their own alternative AI HW and gives this technology to Russia, Iran and North Korea. And all of this will be possible if the China “Hawks” get their preferred policy.