[OpenAI's Hugging Face hack triggering Congress to draft an 'AI Kill Switch' bill](https://www.cnbc.com/2026/07/23/open-ai-hugging-face-hack-kill-switch-bill-congress.html) is the market's tell that we're entering regulatory capitulation — but not the kind bulls want. The narrative is 'we need safety controls.' The reality is Congress is about to legislate the exact infrastructure advantage away from US chip makers. EU already locked down chip export controls.

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