Think about it, a chill runs down your spine

Huawei's super node is out, domestic large models can completely break free from NVIDIA
The market generally expects that domestic open-source large models can catch up with the most advanced US models in at most 2 years.
The problem is that major US companies are already investing huge profits into a project that hasn't turned a profit yet. It's quite like China's long-term vision in massive infrastructure development.
If domestic computing power + open-source large models + proven application scenarios in China start going global, the US's ability to recover its capital could take a major hit.
At that point, a frightening phenomenon might occur: the deep pockets of the giants are drained
Industrial applications have not been rolled out, profitability is impacted, and stock market valuations may be hard to sustain.
On the flip side, China hasn't actually started large-scale investment yet. Why?
Because they are waiting for domestic computing power—when they do invest, the benefits won't flow abroad.
A perfect internal circulation.