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Old Huang is back from the summit with Langzi in China.
"China will eventually open up AI chip imports."
BofA has revised its 2026 chip industry forecast up to $1.3 trillion. Vera Rubin's 7 chips are in full production.
With Blackwell and Rubin's two generations, the target set by Old Da Zi is a trillion dollars. If that door in China really swings open—it's the final piece of the puzzle.
On the other side of the door, domestic alternatives haven't slowed down.#TradfiTradingChallenge