‘I told you so’: China’s chip sector is making breakthroughs—and U.S. export controls are the reasons why
Reported by Fortune · fortune.com ·
Rakesh Kumar says the controls spurred China to build its own chip ecosystem—and that Chinese AI models are now "very, very close" to America's.
Story context
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
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