I’m saying they could corner the market on components they can manufacture by banning export of the raw resources they control. Threatening rare earth metal exports was how they got Trump to heel.
Sinking the market for all the hardware hoarders is a good counter too. I’m fairly convinced that this move isn’t just about AI, but consolidation of resources into Cloud services that lets them squeeze out competitors and force consumers and businesses alike into a perpetual-rent model. AI is just a convenient way to allocate the money to corner the market
Definitely, but they also won’t miss the opportunity to become a major actor in the industry globally. Contrary to the US, they have in the past decade made a lot of moves to establish their influence globally.
Don’t worry, China is about to flood the market. Don’t buy RAM yet, wait for the prices to normalize first.
What if they decide to just keep their rare earth metals for themselves and control the entire market?
They already announced they are mass producing RAM and are going to export. So the market is going to be flooded.
I’m saying they could corner the market on components they can manufacture by banning export of the raw resources they control. Threatening rare earth metal exports was how they got Trump to heel.
Sinking the market for all the hardware hoarders is a good counter too. I’m fairly convinced that this move isn’t just about AI, but consolidation of resources into Cloud services that lets them squeeze out competitors and force consumers and businesses alike into a perpetual-rent model. AI is just a convenient way to allocate the money to corner the market
that’d be based
Don’t be too hopeful. China will first fill their demand
Definitely, but they also won’t miss the opportunity to become a major actor in the industry globally. Contrary to the US, they have in the past decade made a lot of moves to establish their influence globally.
Which will impact the demand world-wide, because China’s demand also takes from that either way.