The author suggests China's strategy to open-source cyberweapons and frontier AI capabilities is a calculated move to force the US to dedicate more compute to defense, thereby slowing US AI development and narrowing the technological gap. This strategy is viable because China faces scarce and overpriced domestic compute, while the global environment is chaotic with easier access to GPU nodes for misaligned actors. The author implies that the only way to negotiate an end to Chinese open-sourcing would be semiconductor tool relief, not just GPUs.