Trevor Levin(@trevposts):Has anyone attempted a full accounting of what would happen if the US did a datacenter moratorium? Some uncertainties: 1) How much does this affect China's access to chips? 1a) It reduces both the production and the demand for the chips they smuggle; which effect dominates?

Trevor Levin

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Trevor Levin@trevposts

2026.08.20 21:41

Has anyone attempted a full accounting of what would happen if the US did a datacenter moratorium? Some uncertainties: 1) How much does this affect China's access to chips? 1a) It reduces both the production and the demand for the chips they smuggle; which effect dominates?