Beijing's guidance to Chinese firms to stop placing orders for Nividia H200 chips is a milestone, which could burst the US AI bubble.
China has signalled it has more faith in its own domestic chipmaking industry than in US tech.
Excluded from the world s biggest and most advanced economy, US chipmaking industry and AI may collapse.
It is built on bluff, on the bluff that US AI and chip tech is worth having when it is not.
Trump has bet the entire US economy on the AI bubble bluff. When the bubble bursts, the true ruin which is the US economy in 2026 will be clear and the dollar will collapse.
Meanwhile, China will soar.
Bill Gates and the tech billionaires will be lucky to hold on to enough money to pay for their legal expenses and extra rations in prison.
https://www.youtube.com/watch?v=7NBL4UND4Kc
China’s move against American semiconductor exports isn’t a trade dispute.
It’s the activation of a four-stage geopolitical pattern that has reshaped global power multiple times before.
And right now, we are entering Stage Three: Sudden Decoupling.
This video breaks down Technological Sovereignty Collapse — a recurring historical sequence where a dominant power loses control of a critical technology ecosystem, triggering market crashes and long-term structural change.
Here’s what this analysis covers:
Why dependency creates vulnerability, not security
How nations respond with asymmetric over-investment, not to win — but to survive
Why reaching “good enough” technology is all that’s required to break dependence
The moment when decoupling becomes non-negotiable and irreversible
Historical case studies:
Britain losing industrial dominance to the United States
America losing semiconductor leadership to Japan in the 1980s
Europe’s rapid break from Russian energy dependence
How the same pattern is now unfolding in semiconductors
Why markets consistently underestimate Stage Three
What Stage Four (permanent restructuring) looks like for capital flows, supply chains, and market valuations
This isn’t about politics or short-term headlines.
It’s about structural math.
Once a dependent nation builds parallel infrastructure:
Trust evaporates
Supply chains reroute
Capital reallocates
And the dominant power never regains the lost market
History shows this transition is one-way.
That’s why this moment matters.
Semiconductors are not just another industry — they are the foundation of:
AI
Cloud computing
Defense systems
Manufacturing
Energy infrastructure
When that foundation fractures, markets don’t correct — they reprice.
This video explains why the next 12–18 months are likely to redefine global technological and financial power, and why most investors won’t recognize the shift until after it’s already priced in.
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