📡 The Cloud Loophole Rule private
Sep 1, 2026 · US–China · export controls · GPU-cloud
BIS's draft rule on Chinese firms renting US-origin GPUs via third-country clouds — the rental book, the legal analysis (post adversarial review by Codex + Claude Code), and what actually matters for Axe/Aethir. Key thesis: the rule is the signal; Nvidia, banks and procurement counsel are the force.