What we need is a deepseek moment in hardware ie China reaching parity on node size that is the only way latest computers let alone latest ai will be available to us in the future otherwise the profit margins will push most production to AI.
Open Source ASML EUV. But will wipe off trillions from US stocks so 401k may not like that.
To be honest, China not having access to the latest hardware is exactly what has driven LLM technology forward the last 2 years.