alt Hacker NewsThey are fine. Cloud is a commodity. Hetzner and Bunny are pretty great and i am sure there are many more.
The problem is when US decides to ban sales of compute hardware to EU (like they do to China). Then it will be clear who's really in power.
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Well, then the EU can also ban the sale of ASML machines to US and anyone dealing with the US. Let's hope we won't get to that.
That could end in an ugly stalemate pretty fast, considering ASML is Dutch.
There'll be a vacuum filled by non-US brands, China is learning and given they'll push to be independent eventually they'll compete with AMD/Intel/Nvidia, Europe has ARM.
The worst thing in the long-term for American hardware makers is for the US to block other countries to purchase from them and having that money invested in alternatives.
> Then it will be clear who's really in power.
If China closed the door overnight to the US, it would also be clear who's really in power.
The US simply does not have the capacity to replicate the manufacturing domestically.
Even if it were possible, "100% Made in the US" would end up costing at least 20–30% more.
And the US does not have a plan B. Sure there might be India .... one day....years away.