Given the explosive demand for ai chips it should surprise no one that companies that have invested a lot into cuda needs more Nvidia gpus. A lot of people interpret this as china needing Nvidia and can't live without it. When reality is that these companies need Nvidia right now because they will fall behind the ai race to Huawei if they don't keep buying Nvidia gpus .
Exactly so. One of the greatest advantages China has in pursuing SSMB EUV light sources beyond the intrinsic superiority of this technology over LPP is that no one else has the business model. ASML is not going to build and ship synchrotrons. China is unique in having the political will, the fiscal heft, the scientific establishment, and the sheer market size to bring this technology to fruition and achieve its economies of scale.
...because of premature self-defeatist attitude like this:
Why Huawei didn't see this coming?
Imagine if Tim Cook handed out Samsung or Huawei phones to Apple employees lmao. That's how laughable this is. Sad as it was, Meng Wanzhou getting kidnapped by some regime was necessary to wake them up.
Huawei campus in DongGuan. Yes, a fake European city with zero Chinese cultural presence. Thanks to comrade Trump, Huawei went from being totally cringy to based really fast. It just took a kidnapping.
Time value of money means private businesses are intrinsically short-sighted. When entrepreneurs or CEOs talk about a company's "long-term strategic vision" they are bullshittinng you. Even the largest private companies do not plan in detail beyond 5 years or so. Entities whose sole purpose is profit will always prioritize money sooner over money later, no matter the social cost or even the cost to their future selves beyond their planning horizon. This is true no matter the country, [private] company, or culture.
