Export Controls Preserve AI Compute Edge

Treat strategic semiconductor export controls as an active national‑security industrial policy that trades off short‑term commercial openness for a sustained qualitative advantage in frontier AI compute. The policy buys time by denying rivals access to best‑in‑class accelerators (e.g., Nvidia H200), preserving a multi‑year training and inference lead that underwrites military and economic leverage. — If recognized, this reframes export controls from narrow trade tools into central levers of tech competition, affecting tariffs, investment screening, alliance coordination, and AI governance.