vchong8
05-01

America was well on the way to controlling AI technologies globally, from the get go, from IBM to Google and Meta powered by Nvidia chips more specifically, even AMD struggled to match.

Now that America has decided to limit and stop the use of it's home grown technologies only to itself and "allies", the DeepSeek Sputnik moment heralded the arrival of China, thanks to Biden's AI Diffusion Rule and limitation on H100 and Blackwell GPUs to China. Thos coupled with the severe backlog and cooling challenges, notwithstanding high power requirements has forced China to fast forward it's own development through Huawei and SMIC.

Sorry, this post has been deleted
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment