Ryan Fedasiuk @RyanFedasiuk · 29 Jul 2026
China is sprinting to chip independence. In a new report for @AEI, @Satvik_Pen and I estimate Huawei could meet half of China’s compute demand as soon as 2028—permanently transforming the global race to deploy AI. The time to prepare is now. 🧵 1/16 https://t.co/blQLL3BDCh
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