Who controls compute supply chains? Looking into Japan as an underexplored case by Mahi

This post is part of a com­par­a­tive pro­ject on East Asia com­pute gov­er­nance, ini­ti­ated as part of the inau­gu­ral round of AI Gov Sprints. Many thanks to David Sanchez Gar­cia, who led this pro­ject and whose feed­back greatly benefited this piece, and to all who gave feed­back on ear­lier drafts. This post was lightly ed­ited for flow us­ing Claude; all ideas and ar­gu­ments are my own. All mis­takes, too, are my own. A lot of com­pute gov­er­nance dis­course fo­cuses on the US-China dy...