Australia needs to stop talking about AI as if it were just software Australia keeps talking about AI as if it were a software problem, but the real issue is the stack beneath it: compute, chips, infrastructure, governance, and decision rights.
DeepSeek’s AI chip is a wake‑up call: the arms race has only just started DeepSeek’s push to design its own AI inference chip is a clear sign that the real AI arms race is shifting from flashy models to control of the hardware stack.
