The AI Investor(@The_AI_Investor):China will be just fine with its AI chip production. Dario may be worried that if China gets enough GPUs, it could beat OpenAI or Anthropic, so he advocates for export controls with AI fearmongering. But China is no longer relying on NVDA chips or CUDA. It is not hard to imagine that, in a few years, Chinese open or closed models will be used everywhere and may run best on Chinese AI stacks.

2026.05.16 20:20

China will be just fine with its AI chip production. Dario may be worried that if China gets enough GPUs, it could beat OpenAI or Anthropic, so he advocates for export controls with AI fearmongering. But China is no longer relying on NVDA chips or CUDA. It is not hard to imagine that, in a few years, Chinese open or closed models will be used everywhere and may run best on Chinese AI stacks.

The Kobeissi Letter@KobeissiLetter

2026.05.16 19:48

China is reducing its reliance on foreign AI chips: China's AI chip self-sufficiency ratio is up to a record 41%. This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones. This ratio has QUADRUPLED over the last 5 years. The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley. In other words, China could meet nearly all of its own AI chip demand domestically within 5 years. China's AI chip independence is accelerating.