The blue ribbon panel worried that if the U.S. left the Pole, there'd be a power vacuum and the treaty might fall apart.

NPR: A Bright Spot of Life on the Icy Continent

And Globalfoundries and its customers have the pole position in high mobility, offering an ultra-low power mobile SoC with a whole ecosystem around it rather than just a processor.

FORBES: Globalfoundries Pirouettes Around The Process Node Problem