Elon ordered AI chips in July — October China export controls make the move impossible to copy now

teortaxesTex · x · 2026-10-23

Citing a SemiAnalysis-related discussion: Elon Musk placed his AI chip orders back in July, and China's tighter export controls landed in October, making the move impossible to replicate now. The poster hails it as "amazing execution" and dares critics to "call him dumb one more time," framing the early buy as evidence of Musk's foresight in securing compute supply.

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