Aroko

Tracked forecast · watch-15-5

Advanced-compute trade framework at the G20, taking effect with both the US and China inside.

Open

Chokepoint
Governance & Coordination — Not a physical constraint — whether any rule with authority over a frontier training run takes effect, and whether any instrument binds the US and China together rather than one of them alone. (Has not yet rationed anything)
Kill condition
Conjunctive by construction: the framework alone does not resolve the forecast, at least one other warning sign has to fire alongside it.
Horizon
Quarterly
Source
Issue 15 — Full Speed Ahead · full issue

Why it is on the watchlist

The multilateral route, tested at the only forum where both parties sit. Membership matters more than text — a framework either of them stays outside of leaves the forecast intact.

How Aroko tracks forecasts

Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.

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