Compute

• AI Governance Tracker
  June 17, 2026
  Living document: EU AI Act implementation, compute export controls, open-source developments, C2PA adoption, AI Safety Institutes.
• DeepSeek and the Compute Thesis: How a Chinese Lab Broke the Model
  June 16, 2026
  A Chinese lab with restricted hardware matched OpenAI's best reasoning model and open-sourced it. Nvidia lost $589 billion in one day. The entire compute governance thesis, questioned.