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<h1>Market stability risk from rapid AI-driven valuation surge may prompt regulatory scrutiny and government talks on chip supply.</h1> Regulatory and policy concerns stem from a rapid AI-driven valuation surge for a leading chipmaker, prompting financial authorities to warn of market stability risk and potential intensified regulatory scrutiny. Simultaneously, large-scale commercial commitments, a public-private partnership on AI supercomputing, and prospective government discussions about chip supply to a foreign market engage trade policy and supply-chain governance considerations that may trigger oversight of strategic investments and cross-border technology transactions.