Maybe, but there is incentive to not let that happen, and I wouldnât be surprised if âtheyâ have unpublished tech that will be rushed out.
The ROI doesnât matter, it wasnât there yet itâs the potential for it. The Chinese AIs are also not there yet. The proposition is to reduce FTEs, regardless of cost, as long as cost is less.
While I see OpenAi and mostly startups and VC reliant companies taking a hit, Nvidia itself as the shovel maker will remain strong.
Iâm not sure. Thatâs a very static view of the context.
While china has an AI advantage due to wider adoption, less constraints and overall bigger market, the US has higher tech, and more funds.
OpenAI, Anthropic, MS and especially X will all be getting massive amounts of backing and will reverse engineer and adopt whatever advantages R1 had. Which while there are some itâs still not a full spectrum competitor.
I see the is as a small correction that the big players will take advantage of to buy stock, and then pump it with state funds, furthering the gap and ignoring the Chinese advances.
Regardless, Nvidia always wins. They sell the best shovels. In any scenario the world at large still doesnât have their Nvidia cluster, think Africa, Oceania, South America, Europe, SEA who doesnât necessarily align with Chinese interests, India. Plenty to go around.