In truth, everyone would be happy if only NVIDIA were to die off

The fact that NVIDIA's sales might drop due to export restrictions won't slow down the development of AI.
Ultimately, it is just a matter of who takes the lead.
NVIDIA is no longer a dominant player; they are becoming a mere supplier or even a minor player.
It will naturally become a market led by Amazon, Google, and Microsoft.
In fact, if the bubble bursts, existing hyperscalers will sail even more smoothly.
The Democrats will put all their efforts into driving down oil prices and controlling inflation.
One of the biggest reasons the AI sector became a chaotic mess was "panic buying" (Yeong-kkeul).
By letting the small-time speculators who engaged in circular trading with NVIDIA cross the river of no return due to interest rates,
and then having someone acquire those companies at bargain prices through M&A,
the supply and demand of AI's core components will align, making everything more stable.
If they crush NVIDIA by interfering with their exports from all sides, everyone will be happy.
There is more than enough justification for it now.
It's as simple as forcibly blocking strong demand.
If China is left empty-handed, GPU prices and memory prices will stabilize.
Then we won't hear that nonsense about China surging ahead once the AI rally ends.
How can China conquer the world with AI when they can't even manufacture hardware properly? lol
Unlike some others, the US Democrats are quite smart.
The expensive parts were GPUs and memory, and now they will stabilize.
Samsung Electronics at 70,000 KRW and Hynix at 200,000 KRW will become a reality.
As for the power sector, although the pace may slow down, demand remains constant, so while it feels like it dropped excessively, it had risen too much to begin with.