(a) alone sounds super negative to ordinary people, but with (b), justified by the existence and achievement of Huawei & Deepseek, the AI cause now sounds a legit jihad silicon valley is carrying.

The semiconductor industry is always a key industry for China. They laid it out in Made in China 2025.

Huawei designed and developed its own chip before any sanctions, and the Chinese government never stopped throwing money into the semiconductor industry.

In the short term, money can go to Nvidia, but it won't be long before China creates its own "Nvidia" like BYD.

The sad part is America elected Trump, and he's gutting American research and cutting out the CHIPS Act.

One country is going for the long term while another country is short sighted

*) They're NPUs not GPUs, since they can't render graphics