35
Would the US government even allow them to purchase Chinese chips?
Yeah
If the US government wasn’t a clown show they’d have stepped in on openAI buying 40% of silicon wafers with no profitability.
Just like that time a guy decided to buy all the oil futures or whatever.
China now has advanced chips and they’re about to get their supply lines paid for by Western companies, while also making it impossible for Western companies to compete again.
Good. If the memory sector is ignoring the consumer sector which also includes large corporations like Dell that sell direct to consumers from regular people to large corporations ram manufacturers deserve to start losing a chunk of their previous business.
Individually we don't matter. But, Dell, HP, Acer, and Asus potentially opting for other sources is a big deal.
They need to learn the consequences of going all in on AI data centers.
this post was submitted on 05 Feb 2026
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