As Chinese firms scale and U.S. export rules tighten, Nvidia is fighting to keep a foothold in China
Nvidia CEO Jensen Huang says China is just “nanoseconds behind” the U.S. in chipmaking and that Washington should stop trying to wall off the market.
Speaking on the BG2 podcast, Huang argued that allowing companies like Nvidia to sell into China would serve American interests by spreading U.S. technology and extending its geopolitical influence. “We’re up against a formidable, innovative, hungry, fast-moving, underregulated [competitor],” Huang said, talking about the pedigree of China’s engineers and controversial 9-9-6 working culture.
His comments come as Nvidia hopes to ship its H20 AI GPU to Chinese customers again, following a months-long pause tied to new U.S. export rules. The Commerce Department is understood to have begun issuing licenses for the H20 in August, and Nvidia is already working on a successor chip designed to comply with current restrictions while offering better performance. The company has not confirmed specs, but it would be Nvidia’s second attempt to tailor an AI accelerator specifically for the Chinese market since the original A100 and H100 bans took effect.
Stop blocking my sales please. I need a shinier jacket for my next stage talk.
I bet to him that winning is a significant part of the competition. And he has been winning for about 3½ decade straight now.
So he will never lack anything, money is probably secondary, winning and power is where it’s at now.
Problem is that if China develops an entire infrastructure alternative to the near monopoly Nvidia has, the cost to Nvidia and even USA will be huge.
But it doesn’t really matter, because it’s probably too late now, if China can, they absolutely will make a strong alternative to Nvidia.
USA has proven themselves to be an untrustworthy supplier, and that’s basically the end of debate in China.
Play stupid games win stupid prices, or simply FAFO.
USA has been able to Fuck Around without the Find Out part for a long time, but that time is probably over, only American exceptionalists haven’t found out yet.