This can happen just because everyone (NVIDIA, Lutnik, Trump) pretends to be shocked that so much sales to Singapre/SEA region, while knives go out for 2028 election for them. Still, just as China told US to fuck Bessent’s mother over Iran economic sanctions, China will tell US to eat different shit if they want to get uppitty over this.
AI chip supply and development disruption in the US
This is unlikely. Any reduction in flows to China/SEA is more supply available for rest of world.
China overtaking the US in the AI race
This happens indepently. Nvidia chip advances since H200 are minor at signficantly higher deployment costs. Chinese hardware advances at very high pace. Software at cost points has passed US releases in last 2 months. Though recent US releases have passed those. Open, customizable releases on generic hardware are far ahead, and are solid advantages, compared to sharing data with companies financed well enough to compete in other software/research businesses, or to help skynet spy on you.
This can happen just because everyone (NVIDIA, Lutnik, Trump) pretends to be shocked that so much sales to Singapre/SEA region, while knives go out for 2028 election for them. Still, just as China told US to fuck Bessent’s mother over Iran economic sanctions, China will tell US to eat different shit if they want to get uppitty over this.
This is unlikely. Any reduction in flows to China/SEA is more supply available for rest of world.
This happens indepently. Nvidia chip advances since H200 are minor at signficantly higher deployment costs. Chinese hardware advances at very high pace. Software at cost points has passed US releases in last 2 months. Though recent US releases have passed those. Open, customizable releases on generic hardware are far ahead, and are solid advantages, compared to sharing data with companies financed well enough to compete in other software/research businesses, or to help skynet spy on you.