this post was submitted on 18 Jul 2024
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Other Chinese companies aren't able to produce what Huawei is making, so what this means is that the largest Chinese domestic buyers (the military, the bureaucracy, the academy) are less and less dependent on international trade to function, making the Chinese state more resilient along multiple dimensions specifically because Huawei is building advanced tech.
And it will essentially ALWAYS be a net exporter in pure dollar values because it has the second largest population in the world. It will always need to import low cost commodities like food and it will always be able to outproduce everyone on high priced commodities like electronics. There is really no risk of China being a net importer in the next century.
I think you overstate this. There are plenty of companies that use those infrastructures purely for commodity virtualization and seamlessly move been cloud providers based entirely on price, not on technological features. Then there's the massive amount of infrastructure that is private and not on the cloud at all. They're already locked in to domestic technology because American companies like IBM, EMC, and Oracle trapped them decades ago. Those people were never going to move their workloads to Chinese infrastructure, but if they have a presence in China they are absolutely going to buy Chinese hardware to build their new private infrastructure.
There are a set of companies that are on USA-based public cloud providers that are serving USA-based customers and they would never want to be on Chinese-located tech because it's too far from their markets. Then there's a set of companies on USA-based public cloud providers that serve AsiaPac and use AWS/Google/Microsoft because those companies have physical presence in China. China has the power to influence exactly how those data centers work and in fact many of those data centers are already contract data centers meaning they are Chinese companies under the hood providing the facilities for USA companies for their presence in AsiaPac.
In short, the number of computing dollars that could go to China but won't because of the USA is going to be very small relative to the total market size. The much larger dollar values are in which chips get used where.