This week's AI landscape got spicy. Washington slapped a 25% tariff on Nvidia's H200 chip sales heading to China—a move that screams geopolitical chess more than trade policy. Meanwhile, South Korea's AI sector might be gearing up for expansion, potentially filling gaps left by tightening US-China tech corridors. The H200, for context, is the kind of hardware that powers serious compute—the backbone stuff for training large models and running inference at scale. Whether you're talking decentralized AI networks or traditional cloud empires, this chip matters. Seoul's timing couldn't be more strategic. As barriers go up between the world's two largest economies, secondary players are eyeing opportunities to carve out territory in the global AI supply chain. Worth watching how this reshapes not just corporate strategy, but the infrastructure layer everyone's building on.