The big thing is, the western world has moved so much of the manufacturing to China and think a lot of people will not forgive Samsung and others, so I can see China owning a good portion of the supply chain.
While China makes a lot and a lot was moved, don't let that fool you. The western world is still making a lot of things. Manufacturing is bigger than ever in the US by any useful measure of manufacturing except the measure of number of people working in that field. Very few people work in a factory anymore because automation has replaced most of them. A factory that had 2000 employees in 1950 should have under 200 today to make the same things. If it can be that automated it moved to China.
> The big thing is, the western world has moved so much of the manufacturing to China
I built my career on Solaris and it got rugpulled by Linux.
That wasn’t because of software, it was because of hardware. Linux’s cost advantage existed because Sun hardware had huge margins, because their software was basically free.
AI will probably be a repeat of this. Whoever can come up with the hardware solution that minimizes the cost per token will win.
I believe the 5090 still holds this crown, but someone certainly knows better than I do.