Forward Guidance(@ForwardGuidance):The US-China AI race may strengthen the hardware cycle. @stevehou says both countries are investing more aggressively as China approaches the frontier models, potentially doubling overall compute demand. “Chinese memory probably gets eaten up by Chinese demand by itself.”

Forward Guidance

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Forward Guidance@ForwardGuidance

2026.07.22 17:15

The US-China AI race may strengthen the hardware cycle. @stevehou says both countries are investing more aggressively as China approaches the frontier models, potentially doubling overall compute demand. “Chinese memory probably gets eaten up by Chinese demand by itself.”