Source: Reuters
1. Chinese memory is too dangerous to plug into servers – both quality issues (heat) and security issues (backdoors)
2. Chinese AI companies’ ability to pay cash and contract instability due to political purposes have reached a dangerous level.
3. What will happen if Samsung doesn’t buy Nvidia’s product?
Of course, it is right to be wary of China.
Overestimating their abilities and making a fuss about them is not particularly good.