Meanwhile in China... "Did you know that a single Huawei AI SuperPod will soon connect over 15,000 AI chips to function as a single, massive brain? While the broader market fixates on the impact of US export controls, a quiet but aggressive revolution is happening in the East. I was just reading the latest deep-dive from the Global Semis team, and the sheer scale of China's push for semiconductor self-sufficiency is staggering. Forget the mainstream narrative of a permanently crippled supply chain; the dragon is rapidly building its own moat." - Goldman FICC Jerry Shen(zerohedge)