Post says China is at least a decade away from chips hyperscalers would buy
inductionheads · x · 2026-07-28
American hyperscalers and AI labs are still the main buyers of NVIDIA chips, and the post argues China is at least a decade away from making chips that those buyers would seriously consider.
It also says export/import controls would likely still be in place even then, so the recent $NVDA selloff is dismissed as unjustified.
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