> What red tape? Anyone can buy/rent a GPU(s) and train stuff.

Well previously the Chinese were not able to, but that was changed recently:

* https://www.wsj.com/tech/nvidia-wins-ok-to-resume-sales-of-a...

* https://foreignpolicy.com/2025/07/22/nvidia-chip-deal-us-chi...

I am sure someone is winning from this. But it aint the American public.