The Chinese government has done more for less so I wouldn't be so certain.
What realistically could happen? Nvidia is already prohibited from selling their GPUs to China, I guess if you wanted it to really stop, you'd need to prohibit Nvidia from selling GPUs in any other country but the US, and require some sort of government controlled license to be able to buy it inside the US. Neither of which sound like realistic options.
So what could anyone really do, to "solve" this "problem"?
This discussion where China is always purely dishonest, bad etc. without any context is honestly lame.
The Chinese ban is largely a political move designed to signal that they're not going to be pushed around. They pretty much know companies are using them, (and H100 in Thailand etc.) but as long as it sends a message and over time incentives domestic development, (which it does), then good as far as they're concerned.
Sanctioned goods could be used to spread propaganda though, imagine, for example, if installing a NVIDIA GPU driver required answering questions about Tiananmen square incident.
Through sanctions, the irony is that the west removed the incentive for China to respect IP laws.
Well done USA.
If they can solve the lithography/ASML issue by getting access to it, then they will be forced to win.
nvidia is facing a lot of competitive threats and their moat is being filled in. Google with their Ironwood TPU. Amazon with Trainium3. Even Apple is adding tensor cores to their chips, and if Apple went big scale it would be legitimate in the space as well.
We know that China has a number of upstart TPU vendors, and Huawei has built some "better than H200" solutions with a roadmap to much higher heights.
So there is suddenly a bunch of secret-source reports that no, China actually is totally reliant on nvidia. nvidia needs this to be true, or at least people to believe it to be true.
I mean, after all the fanfare about the H200 being allowed to be exported, nvidia shares...dropped. The market doesn't seem to be buying the China reliance bluster.
cultofmetatron•34m ago
smileson2•10m ago
inamorty•5m ago
mullingitover•8m ago
and forcing them to allow opium to be sold in their country
and forcing them to give up major port cities and open up trade against their wishes
Honestly whenever China gets around to getting its served-extremely-cold revenge for all the savagery committed against it in the 19th and 20th centuries, some chips are going to be the least of everyone's problems.