I will be very surprised if China can’t make their own competitive AI chips soon.
That’s exactly the only thing this is going to do. They have the manufacturing to do it, it’ll just take a bit of time. So we cut them off, they slump for a little bit, but then they become non-dependent on us because they’ve developed their own chip.
That’s exactly the only thing this is going to do. They have the manufacturing to do it, it’ll just take a bit of time. So we cut them off, they slump for a little bit, but then they become non-dependent on us because they’ve developed their own chip.
And now we can’t compete at all.
For sure USA will lose exports in a very profitable market.