damn this will be looked back on as a terrible decision.


selling gpus to china was a great way to:
> throttle their development (sell them older models)
> keep their progress in AI predictable
> force chinese models to rely on american hardware
banning nvidia from china means china is forced to catch up with their own chip makers… and they have
deepseek, kimi, qwen are all being forced to use huawei chips, the models are just below frontier US labs
once they catch up china has everything it needs to outpace the west:
> all the energy (3X the USA)
> all the research talent (50% live in china)
> supply chain scalability
and don’t get me started on robotics.
selling china american gpus was the way for the west to stall while they brought manufacturing onshore.
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