Reddit thread with some more details and discussion, especially re local models: https://old.reddit.com/r/LocalLLaMA/comments/1x7g3zq/china_p...

AP article: https://apnews.com/article/china-export-restrictions-ai-chip...

By capping the variables, we will be moving towards divergent Ai species where Ai is training Ai for different national objectives. All it needs is getting connected to huge supply of power from the grid.