Re:I'm Not Convinced the AI Bubble Exists
by fraywing on Monday November 09, 2026 @12:08AM
(#50421313)
Still useful. Especially if Chinese GPUs operating on Nvidia software become performant and accessible, thereby undercutting the price gouging that we're seeing with western chips.
The big issue will be access (Re: BYD)
one good thing about it is that GPUs don't have to be near you, so as long as they're able to be deployed somewhere, they'll be accessible
Re:I'm Not Convinced the AI Bubble Exists
by tsimionescu on Monday November 09, 2026 @02:32AM
(#50422265)
Access here means being allowed to participate in the market. BYD doesn't have a problem shipping cars, it has a problem of being allowed to sell them.
Re:I'm Not Convinced the AI Bubble Exists
by p2detar on Monday November 09, 2026 @04:28AM
(#50423199)
[delayed]
so who is going to block sales of Chinese chips aside from the US?
I'm betting many countries will allow companies to buy and deploy them in their countries
Re:I'm Not Convinced the AI Bubble Exists
by tsimionescu on Monday November 09, 2026 @06:10AM
(#50424010)
The EU is also quite skeptical of Chinese exports, though it remains to be seen how that will evolve once the EU-USA relations settle into a new normal. Certainly the EU wouldn't be happy, though, if China managed to break ASML's monopoly on EUV machines, and at seek to retaliate with economic pressure on chips.
problem is if you can just rent cheap compute from elsewhere, you'd need to ban buying compute and all that which I'm not so sure would work. maybe heavy regulations could do it buuut....
The reason that is important is it will fuel the competitiveness of on premises and local open weight models.
Though maybe it's less useful in the "bubble" conversation since over four more years you could fit in various booms and busts before the supply side significantly starts changing.