this post was submitted on 17 Jul 2026
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Agreed. And just to add to that, it's primarily the Chinese companies doing both the basic research and the clever optimization that will continue to make meaningful progress. Hyperscaling has real, physical limits after all. Lose-lose for the Yanks.
Yup, and also notable how China proceeded to invest in energy infrastructure before trying to scale out compute. The Americans put the cart before the horse here.
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