this post was submitted on 26 Oct 2026
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Probably not any time soon? China's buying 5090s in bulk to literally remove the chips and transplant them onto server form factor boards for AI.
The stocks crashed because there's so much competition now and nobody can expect to take the whole market. Deepseek, Qwen, GLM, Kimi are ALL way cheaper than the US counterparts and quite comparable. It's not exciting anymore. When Deepseek R1 came out, everyone thought that Deepseek was going to completely take everything over. Now pretty much everyone is getting close to Claude in performance.