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sterlindyesterday at 11:16 PM2 repliesview on HN

wouldn't stop AI companies from continuing to develop using their current infrastructure.

the West could retaliate by halting shipments of photoresist and other materials to China.

meanwhile, Intel second-sources Nvidia and starts pumping out GPUs.

the economic fallout would be devastating as trade wars and export bans on both sides make Trump's "Liberation Day" tariffs look like NAFTA.


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chrismsimpsonyesterday at 11:26 PM

The rest of the world would likely side with China. The export ban on Fable wasn’t even extended to five eyes countries.

US is going to find itself isolated and irrelevant. And not a moment too soon.

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verdvermyesterday at 11:45 PM

> the West could retaliate by halting shipments of

China quickly retaliated last time by stopping shipments of rare earths and magnets. The West has no answer for this, really up the river without a paddle for such critical supply chain elements.

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