CNAS: Chinese firms remotely tap Nvidia chips via Southeast Asia cloud
A CNAS insight (Michelle Nie and Daniel Remler, 17 Sep 2026) urges expanding—not weakening—AI export controls ahead of the Trump–Xi summit. It flags three gaps: remote access to Nvidia chips (~1M H100-equivalents via Malaysia, Thailand, Indonesia), adversarial distillation, and allied tool servicing (ASML/TEL) in China. Commerce does not currently interpret its authority to cover remote access.