@Polymarket AI chips are diplomacy now. Better UAE building on Nvidia/AMD/Cerebras under US rules than shopping the Huawei stack because DC panic-banned every pathway.
https://t.co/9ntEIpm5fd
China’s AI strategy is giving “good enough + cheap + everywhere.” so yeh US cant just say “we have better models trust us.” Ecosystem gravity, access & developer confidence matter. Export controls spook global users are free marketing for alternatives 😌
@ContrarianCurse Apple lobbying to buy CXMT memory kind of says the quiet part out loud. Policy wants to block Chinese chips, but the supply chain wants cheaper memory because prices are rising. That’s where the “tough on China” story runs into real-world cost math bruh
https://t.co/LvIXQj5GcP
If China is paying insane premiums for banned Nvidia systems, the smarter move is obvious: open controlled H200 sales. Better to have licensed, trackable exports than black-market chaos pushing buyers toward Huawei/local alternatives.
“Keep advanced chips away from China” sounds simple until you ask what happens next. China still needs compute. If US policy makes American tech unreliable, Chinese firms get every reason to build around local suppliers tho
https://t.co/iyFB1RBEs5
https://t.co/WFzy9HDpwk
China has opened up a whole different game: open-source, low-cost, efficiency-first, and fast global expansion. Pretty soon they might end up winning and leaving US behind while Washington keeps spiraling over chip export bans & controls. Karma is a B tho
@theinformation US sanctions banned Nvidia from selling chips to China first, so this is ByteDance pushing back. Washington thinks bans will nerf China but only push Chinese firms to build their own silicon faster and turn away from the US. At some point America gonna lose influence entirely.