The complainers are missing the panda in the room. This was inevitable as a matter of national security.

If that were a concern, the same people who wrote this document could have opted to keep high performance GPU hardware out of China. Instead, they opted to deregulate Nvidia’s ability to sell to that country, thereby increasing their ability to compete in the AI race.

China is struggling with general economy issues (young degree holder unemployment, unrolling the real estate crisis, the demographic time bomb from the One Child policy). But they are much better posed to solve their energy constraint problems than the US is. Our grid will take MUCH more work to upgrade to support sufficient numbers of AI data centers.