NVIDIA gets a warning from U.S. Commerce Secretary Gina Raimondo and Jensen Huang NVIDIA is consistently exploring ways to navigate the recent restrictions imposed on the export regulations of advanced chips by the US government. The company has recurrently introduced new hardware designed to maneuver around new limitations, whether related to the intricacies of multi-chip […]
U.S. issues warning to NVIDIA, urging to stop redesigning chips for China::undefined
They clearly realise that if China can’t buy their chips, the CPC will put the full force of a planned economy behind making their own. Once that happens cheap Chinese AI chips will eat their lunch.
Exactly. They want to maintain their insane margins with their oligopoly. The second you get a viable cheap competitor, it will all come crashing down.
Of course, it’s a massive undertaking to catch up enough to be feasible. But China has the manufacturing experience, and a government initiative could allocate an insane amount of resources behind it if they were motivated to.
So it’s obviously in NVidia’s best interest to deter it with appeasement.
I think it’s quite clever actually.
They clearly realise that if China can’t buy their chips, the CPC will put the full force of a planned economy behind making their own. Once that happens cheap Chinese AI chips will eat their lunch.
Exactly. They want to maintain their insane margins with their oligopoly. The second you get a viable cheap competitor, it will all come crashing down.
Of course, it’s a massive undertaking to catch up enough to be feasible. But China has the manufacturing experience, and a government initiative could allocate an insane amount of resources behind it if they were motivated to.
So it’s obviously in NVidia’s best interest to deter it with appeasement.