Browse Comments — Raw (as collected)
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Ankush Bansal, very clever, welcome to my feed!
Carlos Alberto Lopes, right!China plays the long game with strategic patience, while short-term pressures often speed up independence.
Excellent perspective. Thanks for the sharp insight!
Naveed Khan, exactly!Understanding China requires moving beyond a Western lens to appreciate its long-term strategic thinking and resilience.
Great insight!
Märt Ostra, right! China’s quiet, steady building without the hype is exactly what catches everyone by surprise.
Excellent insight. Thank you!
Tibor Molnar, well, China operates as a unified strategic state with long-term vision, which makes it different from many others.
The results speak louder than hype. Thanks for this insight!
Siamak Nazari, China’s push for full technological independence is strategic and determined, as we can all see.
The real race will be innovation speed versus state coordination. Excellent balanced view!
Guy Ignafol, certainly!Nvidia will stay strong, for sure. This is indeed a complex global game with many moves ahead.
Thanks for the smart perspective!
Ghassan Tayyem, right!The pressure indeed accelerated China’s self-reliance and woke its strategic drive.
Underestimating their long-term resilience was a big miscalculation.
Grant Macpherson Barclay - GMB, certainly, the real challenge is competing on price while protecting innovation and fair trade.
Absolutely, Edgar. The dangerous mistake is assuming that delay means defeat.
Pressure can slow dependence for a while. But it can also create discipline, urgency and focus.
China has shown that it can absorb short-term discomfort when the long game is clear.
Sometimes pressure does not end dependence immediately.
It teaches people how to escape it faster.
Dr. Udo Schmidt-Edelkraut, GPUs get the spotlight, but advanced memory tech like crystals and diamonds could be the real game-changers ahead. Great forward-thinking insight!
Dr. Udo Schmidt-Edelkraut, fascinating!Exploring crystal-based photonic and neuromorphic computing beyond GPUs could truly reshape the future of AI.
Great forward-thinking insight!
Kelly Morgan, China’s huge incentives and talent pool are set to narrow the gap with smarter, more efficient models.
Great insight as always!
Carlos Alberto Lopes, you are right
Pressure doesn’t mean defeat, it builds discipline and speeds up independence.
China’s long-game mindset is impressive.
Thanks for this sharp insight!
Who wants to own the the ai computer farm ,,???
Christopher Evans, interesting question!
Who do you think?
💯
I lived in China for four years, and I would categorically say this:
Long term, China is very difficult to bet against.
The mistake many people make is analysing China through Western political and corporate assumptions. China does not operate on quarterly targets, election cycles, or the modern obsession with “equality of outcome”.
It operates on objective, strategy, discipline, and execution.
By any means necessary, the next stage of the plan must be reached. If something serves the objective, it is used. If it becomes a dependency, it is replaced. If a sector is considered strategically important, it is developed until it becomes sovereign.
That is why the NVIDIA/China discussion is bigger than chips.
China may use Western technology where useful, but the long-term direction is obvious: autonomy, resilience, and independence from permission-based access.
Many countries might not exist in 1,000 years.
China almost certainly will.
Let that sink in.
Strong take. Edgar. The real competition isn’t chip performance anymore — it’s who controls the full stack without geopolitical dependency.
👏