Won’t AI companies just fill enough orders to empty all that extra produce?
Depends on whether China is interested in helping to build western datacenters. If big Xi says “no selling to US military contractors” (which all big AI companies are) then that is how its gonna be.
Many consumer electronics manufacturers ‘will go bankrupt’ by the end of 2026 thanks to the RAMpocalypse
… then im sure that lots of those companies will be more than willing to make restrictive deals with these chinese manufacturers to save themselves. If they violate the conditions of those deals they can get cut off and be forced to go bankrupt again.
There are quite a few other things that can happen over here.
Since terminals are still required even if all work is done in the data centres, those companies can now get deals with other AI companies to normally provide devices to them. Or those companies can just normally buy those things off of the distributors. This can in turn greatly increase commodity laptop/desktop prices for us.
US can try “helping” Taiwan and threaten Xi with that, to relax their laws for said companies.
Finally, the governments can start requisitioning computing hardware from us. Honestly, I am just counting my days until this, despite the recent govt. chip making progress.
… because they are in on it.
Won’t AI companies just fill enough orders to empty all that extra produce?
Depends on whether China is interested in helping to build western datacenters. If big Xi says “no selling to US military contractors” (which all big AI companies are) then that is how its gonna be.
But then they would also have to stop selling to other companies outside, because they could just have pipes to said AI companies.
If its true that …
… then im sure that lots of those companies will be more than willing to make restrictive deals with these chinese manufacturers to save themselves. If they violate the conditions of those deals they can get cut off and be forced to go bankrupt again.
There are quite a few other things that can happen over here.
Since terminals are still required even if all work is done in the data centres, those companies can now get deals with other AI companies to normally provide devices to them. Or those companies can just normally buy those things off of the distributors. This can in turn greatly increase commodity laptop/desktop prices for us.
US can try “helping” Taiwan and threaten Xi with that, to relax their laws for said companies.
Finally, the governments can start requisitioning computing hardware from us. Honestly, I am just counting my days until this, despite the recent govt. chip making progress.