4DS - Anything but Charting, page-35422

You mention china ai , do you know that there is a ban on selling chips to china from 1mb and under?.
Not only that but they are about 5 generations behind the west in manufacture, waaaaayyy behind, years in fact and in semi world a life time.

BUT as of friday TRUMP caved once again so idioctic re the tarrifs that he claims 55% on china now in fact its 30% as 25% was always there anyway but hey a win is a win but what did he give? Student visas on the surface it appears but if u dug deep you found that the 1mb ban on chips was gone!!!

I went back in again a few hours later and it read the visas and the other things LOL . All that for rare earth magnets from china for the usa car industry? No way. The fact is the ban is lifted!.

what does this mean for 4ds and chip makers in the west ? Gold. China data centres enter into the eqations and the countries top3 chip makers can begin to access imec and accellerate and catchup and one way to do that is buy the ip, the tech. Implications are profound if chinese interests enter a bids.

Also , AWS have now agreed to up the investment into oz for data centres in melbourne and sydney to 20billion thats B . And thats now. A massive coup. Focus will be on energy saving especially water and elec and who has the perfect tech for that? . GOOGLE alone use 17billion litres of water per year for cooling just imagine what 4ds brings to the table in heat savings alone.

Enjoy the good news.

Fiddy