Cloud supremacy, undersea cables, chip wars – the US vs China frontlines

Cloud supremacy, undersea cables and the chip shortage are emerging as key pieces in the puzzle that is the trade war between the US and China. recently pondered that China Mobile pulling out of a Philippines to US cable project was evidence that political posturing was behind the move. Cloud supremacy is another indicator and, as Eric Schmidt told Nikkei Asia, “Alibaba Cloud and so forth are good enough that you could build on the Chinese side, but you are not going to use them in the West. Similarly, American clouds are very, very good, but you can’t use them in China.”And it is not only cables and cloud supremacy that points to a fractured world, but the chip shortage does too – perhaps more so. These three issues – cloud supremacy, underseas cable projects and the chip shortage will dictate how deep the divide becomes between the US and China as they struggle to control companies that account for vast swathes of their economies.

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