▼AI Sovereignty and Export Controls on Frontier Models

Score history

Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.

Now 92 · -2 since Oct 28 · ranged 92 to 94

Showing the last few days. Unlock full score history.

Why the conviction moved

• Oct 27
  Context

  Yuval Noah Harari told Rory Stewart that Britain must spend about £500B on its own AI or accept dependence on the US, while the UK's actual sovereign AI fund is up to £500M. Sovereignty is now part of mainstream UK debate, but the three-orders-of-magnitude funding gap shows mid-sized states framing AI as a strategic asset without funding a domestic champion.

• Oct 26
  Context

  Export-barred B300 chips turning up on China Telecom-linked systems shows that US hardware controls are leaking into Chinese state-linked infrastructure. Governments are still treating compute as strategic, but the find questions how well those controls are enforced, without reversing the policy direction.

Showing the last 2 days. Unlock the full record.

Source trail

• Context · October 27, 2026

  Harari tells Rory Stewart that Britain must spend about £500 billion on its own AI or accept dependence on the United States

  Yuval Noah Harari told Rory Stewart that Britain must spend about £500B on its own AI or accept dependence on the US, while the UK's actual sovereign AI fund is up to £500M. Sovereignty is now part of mainstream UK debate, but the three-orders-of-magnitude funding gap shows mid-sized states framing AI as a strategic asset without funding a domestic champion.

  AI Post

• Context · October 26, 2026

  Chinese AI firms offer up to 1.09 million yuan for deployment engineers as export-barred Nvidia B300 chips appear on China Telecom-linked systems

  Export-barred B300 chips turning up on China Telecom-linked systems shows that US hardware controls are leaking into Chinese state-linked infrastructure. Governments are still treating compute as strategic, but the find questions how well those controls are enforced, without reversing the policy direction.

  AI Post (Telegram)