This is more than just a trade war. It's intertwined with geopolitics. We don't want them to catch up on AI, so we tell NVIDIA and other chip makers to sell them previous gen stuff, while they own the rare earth supply chain which is absolutely critical to defense production and high tech. That's why buying Greenland 10 years ago and breaking ground was so critical to do then, because the alternative is what's happening today.
This is probably the initial salvo in Trumps negotiation tactic. Some final product will be they give us some rare earths in exchange for chips controls being more lax. But what this shows is we no longer can bully others and behave like the hegemon. At least not the big boys. We're being called out, and every time we get called out it emboldens others. Lot of policy mistakes spanning decades comes to home to roost now. The Russian war and taking their foreign reserves, trying to force India and others under threat, decades of exporting critical manufacturing to China, etc. It's like multiple timelines and tangents coming together, economics, geopolitics, fiscal irresponsibility, offshoring, all forming the eye of the shitstorm.
https://forums.d2jsp.org/topic.php?t=106964062&f=119i am quite confident that China will now NEVER buy from Nvidia again. its over. Trump might think he is playing mind games with China, but China has simply acknowledged that the US wishes to decouple and in my opinion they are not going to come back for more abuse. to my mind it is a total miscalculation by the US.
This post was edited by ferdia on Oct 13 2025 03:59pm