Although China and the U.S. have just held a meeting, if you think that everything is now going to be fine between them—good for each side and good for all—that’s still a bit naïve. Put plainly, what we have now is cooperation that comes with rivalry, and rivalry that must also involve cooperation. Both sides’ strengths are right there for everyone to see, so no one can truly tear the relationship apart—at the very least, faces have to be saved. More realistically, though, there are things that both sides genuinely cannot do without.
Once you work through this layer of understanding, and then look at AI hardware, you’ll find a very important direction: those manufacturers whose roles are crucial to the United States’ national security and strategic competition. For example, $NVDAB $INTCB $AVGOB .
On the surface, these companies look like AI hardware companies. But if you look deeper, they’re no longer just a commercial issue.
One is the U.S.’s “computing-power engine” for AI competitiveness.
One is the U.S.’s “ace card in chip manufacturing.”
And one is the U.S.’s “AI infrastructure and network nerves.”
Once you work through this layer of understanding, and then look at AI hardware, you’ll find a very important direction: those manufacturers whose roles are crucial to the United States’ national security and strategic competition. For example, $NVDAB $INTCB $AVGOB .
On the surface, these companies look like AI hardware companies. But if you look deeper, they’re no longer just a commercial issue.
One is the U.S.’s “computing-power engine” for AI competitiveness.
One is the U.S.’s “ace card in chip manufacturing.”
And one is the U.S.’s “AI infrastructure and network nerves.”
