The Chinese-language data lines up with your thesis. DeepSeek's inference service has been running under capacity constraints for months -- developers regularly hit rate limits that have nothing to do with model capability. Zhipu has been gating sign-ups to manage load. And H200 deliveries to the 10 approved Chinese firms remain at zero as of this week despite US clearance -- Beijing instructed buyers to hold. The gap between what Chinese labs can demonstrate in a benchmark and what they can serve at scale is real. The compute ceiling is the actual constraint.
Any deal is better than no deal. It doesn't work in geopolitics or geoeconomics. Apparently, the foreign policy establishment in the United States remains stuck on the premise that doing business in the PRC will lead to political reform, and American business still thinks that the Chinese market is worth investing in.
How long will it take for policymakers and executives to realize that (1) the CCP has declared a "People's War" directly targeting the United States; (2) exporting technology only aids the growth of China's surveillance state and the modernization of its military?
China is not a competitor. China is the enemy.
A proverb applies here: "There is none so blind as he who will not see."
The Chinese-language data lines up with your thesis. DeepSeek's inference service has been running under capacity constraints for months -- developers regularly hit rate limits that have nothing to do with model capability. Zhipu has been gating sign-ups to manage load. And H200 deliveries to the 10 approved Chinese firms remain at zero as of this week despite US clearance -- Beijing instructed buyers to hold. The gap between what Chinese labs can demonstrate in a benchmark and what they can serve at scale is real. The compute ceiling is the actual constraint.
Any deal is better than no deal. It doesn't work in geopolitics or geoeconomics. Apparently, the foreign policy establishment in the United States remains stuck on the premise that doing business in the PRC will lead to political reform, and American business still thinks that the Chinese market is worth investing in.
How long will it take for policymakers and executives to realize that (1) the CCP has declared a "People's War" directly targeting the United States; (2) exporting technology only aids the growth of China's surveillance state and the modernization of its military?
China is not a competitor. China is the enemy.
A proverb applies here: "There is none so blind as he who will not see."