

The optical turning point is here for a lot of things.
The non-US world is seriously considering Chinese cars, which was always a high burden to clear (see Japan and Korea getting their manufacturing together enough to field a competitive product)
I suspect we’ll see some flailed attempt to block Chinese RAM from the US market (cf. The router fiasco) but this one might have enough corporate inertia to sail through. When every business in the country can’t afford even basic 16GB office desktops, Intel, Dell, HP, and Apple are probably going to be making compelling arguments to their captive legislators. This might be the only way to avoid huge losses on their non-datacentre product lines.











They used to say something along the lines of “you don’t buy a drill, you buy a hole.”
Any tool, whether a widget, software, AI, or labour, is a means to an end. This might be something coherent, like “we bought sheet metal to make tortilla presses, which we can sell for more than they cost to make” or a a rejected Bond-villian vision like “if we acquire all the potassium in the world, they’ll be forced to declare our boss the next king of eSwatini.”
Specifically, right now, the “end” seems to be “if we vapourize enough cash, investors will buy our stock becsuse we’re the most True Believers in the current trend.” I’m not sure, but the potassium plan might make more sense.