A counterpoint I’d like to suggest.

Frontier labs (and Nvidia) have started using AI in chip development.

AI that requires frontier chips to train (or you steal chain of thought and try to distill…which has mixed results).

That in turn becomes a flywheel for developing domestic supply chains for chips.

See the latest reports for super intelligence takeoff. They (again assuming the timelines are semi correct as it’s all guesswork) show takeoff significantly before 2030.

The worst thing you could do is allow China to accelerate their domestic chip development via giving them access to chips needed to accelerate the AI flywheel.