I guess this is the end of OpenAI? No more dreaming of Universal Basic Compute for AI, Multi Trillion for Fabs and Semi?
This is just like everything in China. They will find ways to drive down cost to below anyone previously imagined, subsidised or not. And even just competing among themselves with DeepSeek vs ERNIE and Open sourcing them meant there is very little to no space for most.
Both DRAM and NAND industry for Samsung / Micron may soon be gone, I thought this was going to happen sooner but it seems finally happening. GPU and CPU Designs are already in the pipelines with RISC-V, IMG and ARM-China. OLED is catching up, LCD is already taken over. Batteries we know. The only thing left is foundries.
Huawei may release its own Open Source PC OS soon. We are slowly but surely witnessing the collapse of Western Tech scene.
This is just like everything in China. They will find ways to drive down cost to below anyone previously imagined, subsidised or not. And even just competing among themselves with DeepSeek vs ERNIE and Open sourcing them meant there is very little to no space for most.
Both DRAM and NAND industry for Samsung / Micron may soon be gone, I thought this was going to happen sooner but it seems finally happening. GPU and CPU Designs are already in the pipelines with RISC-V, IMG and ARM-China. OLED is catching up, LCD is already taken over. Batteries we know. The only thing left is foundries.
Huawei may release its own Open Source PC OS soon. We are slowly but surely witnessing the collapse of Western Tech scene.