This week brought some major shifts in the AI hardware landscape. Washington's move to slap a 25% tariff on high-end chip sales to China—specifically targeting processors like the H200—is reshaping the global semiconductor supply chain. Meanwhile, South Korea's AI sector might be gearing up for significant expansion, potentially filling gaps left by these trade restrictions. The ripple effects? We're likely seeing the early stages of a new era in AI infrastructure allocation, where access to cutting-edge compute power becomes increasingly fragmented across regions.