Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'...
by Lord-Jobo on Wednesday January 07, 2026 @10:03AM
(#46527152)
I doubt it’s something we could know without it happening.
US has intel and some other options, but it would be a colossal issue and adjustment.
China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.
All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.
US has intel and some other options, but it would be a colossal issue and adjustment.
China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.
All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.