Why does it matter?
Concentrated compute would decide who can train or run the most capable systems.
Direct quote
The chip fabs are being converted to produce tamper-evident chips that can only run treaty-compliant AIs. Each side upgrades its datacenters incrementally, so that the replacement process will complete around the same time for each, so that neither side could get an advantage by reneging. The whole process will take several months, but already tensions cool down somewhat.
AI 2027