Hardware
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Chinese manufacturers would fall outside of the "circlejerk" economy between hardware manufacturers and AI companies, and as such I think AI companies would be less willing to buy from Chinese manufacturers, particularly with Trumpian anti-China policies.
Even if they didn't, Chinese companies still seem to very much be old-school capitalism - they actually still concentrate on making and selling a product instead of just moving capital around with the customer being an obstacle and excuse.
This seems very plausible. But I still don't see what is stopping the AI companies to create proxies to buy out as much of the usable product as possible, maybe only leaving DDR3 and older stuff, so while we will still have the chance to buy it, it will still end up being pretty expensive.
Well, the purchases they make now from western companies is an incestuous "you scratch my back I'll scratch yours" on-paper only revenue scam.
Chinese companies would not play ball with that, because for better or worse, China has a MUCH stronger will to rip a company apart if it's behaving irresponsibly, particularly if that irresponsibility is strengthening US companies' hands. So buying from NVidia means market manipulation and ulterior motives for ledgers and stock prices. Buying from a Chinese company means buying the product at something more like a fair market price rather than sweetheart deals, and then also fighting a US government that is actively fighting Chinese chip production and willing to use tariffs and strongarming to enforce it.
I'm not saying this is exactly how this will shake out, but I am saying it's the only potential place that computer technology has ANY chance of being made for consumers for the next decade or so, so it's them or nothing.
Hopefully it does turn out like that until the AI Co.s get what's coming to them.
Though the same thing will be coming to all of us and I am assuming they are the ones who will get the bailout.
Again, as per Gamers Nexus the Chinese manufacturers have been mandated to prioritise a majority of their production to Chinese data centers, because the Chinese government has its own AI dreams.
They are not going to be the salvation of the consumers.