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Realistically speaking the datacenters / enterprise would have to buy the next best thing in the short term, though you are right in that China (being a planned
by fabianhjr 4y ago
Realistically speaking the datacenters / enterprise would have to buy the next best thing in the short term, though you are right in that China (being a planned economy) will take this as economic warfare, designate GPUs as strategic resource and invest in creating domestic production capacity.
If high speed trains are anything to go by (China sends regards to the California High Speed Rail Project) then the US will be left behind by the end of the decade.
- karmasimida 4y agoThat is contingent on China able to access other global markets for its own GPUs/chips Which I don't think is a given, it will become more like cold wars, where market access will become limited to allies only.
- fabianhjr 4y ago> That is contingent on China able to access other global markets for its own GPUs/chips https://howmuch.net/articles/trade-timelapse-usa-china https://howmuch.net/articles/trade-timelapse-usa-china Most of the world trades more with China than with the USA, if it is contingent on that then not only does China have access they are most often the biggest trading partner. > it will become more like cold wars, where market access will become limited to allies only. Yes, it seems like the USA has admitted marketplace defeat and will proceed to isolate themselves as much as possible.