

The optical turning point is here for a lot of things.
The non-US world is seriously considering Chinese cars, which was always a high burden to clear (see Japan and Korea getting their manufacturing together enough to field a competitive product)
I suspect we’ll see some flailed attempt to block Chinese RAM from the US market (cf. The router fiasco) but this one might have enough corporate inertia to sail through. When every business in the country can’t afford even basic 16GB office desktops, Intel, Dell, HP, and Apple are probably going to be making compelling arguments to their captive legislators. This might be the only way to avoid huge losses on their non-datacentre product lines.













I wonder if having at least one eye on the ball might be their secret sauce.
I have to think right now there are people at nVidia (and also AMD) saying “gamers are a buzzing insect like distraction” when every barely-consumer-afforbable $750 “midrange” GPU they sell represents some fab capacity that could have been part of a five-digit AI component.