Part 8/11:
The China-US tech rivalry resembles a high-stakes poker game, with each side trying to maintain dominance through strategic restrictions and policies. China's aggressive enforcement of export controls and targeting of companies like Qualcomm signal a broader effort to develop domestic capabilities, but these efforts are hampered by the same performance and ecosystem challenges faced by AMD.
Furthermore, Chinese tech giants show willingness to navigate gray markets and use intermediaries to acquire Nvidia chips, highlighting the perceived indispensability of these components. Such determined efforts underscore the strategic importance of Nvidia’s technology and the risk that overzealous restrictions might inadvertently slow down China's own AI advancement and the growth of its tech giants.