China's LLM & AI supply chain (like memory chips, PCBs & optical) being "good enough" will be the basis of "China Shock 3.0".

If Chinese SuperNodes can run open src LLMs in DC around the world @ lower cost compared to Nvidia, then supply chain shifts from SK, TW & JP to Mainland https://t.co/2O2jeZO9Su — via @tphuang

Lower-cost Chinese AI supply chain shifts from SK, TW, JP to mainland for global supernodes.