Why can't they just buy the exact same product and install it in Kazakhstan or somewhere else?
replyThe RAM buyers have no interest in entertaining something like that because their revenue comes mainly from the US, too.
replyCorporations avoid picking fights with large nations where lots of revenue comes from for very obvious reasons.
So in other words, if Koreans and Europeans decide not to sell their stuff to America,quits the AI race and the capitalist do something else instead? I don't think so, in the hypothetical world where Korea and Europe don't sell to US, the American money that is invested in AI will go wherever they can actually build it, the people who are using these machines to build those models are mostly immigrants anyway.
replyIf Koreans/Europeans decide not to sell their stuff, some of the money would go into circumventing the ban:
reply1) This is not good for Korean/Europen sellers, because it negatively affects sales volume, and is unlikely to be compensated by margins, because a good chunk of those will go towards circumvention instead of the original seller.
2) Some more money will go towards replacing those sellers completely. This is extra not good from the sellers perspective.
In this new world there are more important things like nationalism, the ego of the politicians and the personal ambitions of the super rich. Bot being good idea is irrelevant.
replyI don't understand what this hypothetical world is supposed to be. Samsung and SK Hynix are run by Korean capitalists who want to sell their stuff to America; the reasons you're describing are precisely why they would not exit the American market just to dodge an inconvenient antitrust investigation.
replyAnd hyper-scalers, Apple, AI labs all will die if memory makers can't sell to them?
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