– Supply chains are at the center of delivering the promise of AI, and have had to deal with regulatory volatility in 2025. Nvidia Corp. has received clearance to export its H200 accelerator to mainland China, but will still face substantial hurdles both within mainland China and from the availability of capacity in its supply chain. The firm has also teamed up with Fanuc Corp. as part of the delivery of physical AI for intelligence manufacturing, although development of the sector remains slow so far.

– The US Trump administration’s tariffs may have contributed to United States S...