A lot is based in Singapore. There was a story a few days ago about how China nixed the sale of a Singapore-based AI company to Meta.

Absolutelly, these are the consequences of Jensen Huang's "strategy" and he's just doing the usual trick of such inept high level managers when the mid and long-term consequences of their strategical ineptitude catch up with them of trying to distance himself from the consequences of his success in shaping American policy (by, lets be fair, just following other inept CEOs of other large Tech companies in the US).

IMHO the single biggest external visible marker that a CEO is strategically inept (i.e. incompetent at the core skill that differentiates mid from upper management) is how talkie-talkie (call it "salesmanship", if you're being generous) is their "solution" for everything.

I really hope NVIDIA and its shareholders suffer hard for giving the job of a strategist to a salesman.

Lets not forget Moore's law is dead. There are no more die shrinks to be had. We're measuing gates with atoms.

The dog is doomed.

And American attitude is turning the world away from them. If China comes up with good chips, I think they have a huge market. People dont trust US technology now.

Huawei made excellent laptops until US shut them down. Its always the US. And they are always spreading fear about China spying, while having backdoors into American technology themselves.

Shame you’ve got an idiot rampaging through the world markets for a relative pittance (but actual fortune) from insider trading. Who would have thought that’d go badly long term.

Ironically, it may actually be Trump who brings about the rapid global adoption of EVs and renewable energy because of his stupid war with Iran and his tariffs. The rest of the world is fed up with having to rely on fossil fuels and they are dramatically ramping up both EV adoption as well as renewable energy.

I get the feeling that the US and Russia will be the last countries to fully adopt electric vehicles.

Meanwhile Trump is paying companies in the US to shutter wind turbine projects.

Steve from GamersNexus is the only one I can recall that is actually exposing Jensen's bullshit

"We shouldn't do business with China" is a bipartisan approach to foreign policy at this point. Like, cutting the Chinese economy off from high end processors and chipsets is a decision that goes back to the Bush 43 administration. And it's worked, in so far as we've actively discouraged the largest chipmaker to sell to Chinese firms.

But the consequence has been a rapid proliferation of Chinese chipmakers and an explosion in Chinese tech R&D in the fields of chip fabrication and design. Turns out you can't just cut 1.4B people out of a market forever. Certainly not 1.4B people with a sprawling university system and a massive home-grown tech industry hungry for microprocessors.

I mean, that could have worked out, but instead they picked a reality TV star whose producers had to redecorate for the show because everything Trump builds looks gaudy and cheap and only knows how to make money by laundering theft and scams through failing businesses before writing them off and running.

I don't plan on forgiving Nvidia or Micron or anyone else who sold us out to get in on the debt transfer scam that is propping up the US economy, the bubble will burst, and I hope they all go down in flames with it.

Sure. Second hand with a commensurate markup.

But, at this point, is China importing more GPUs than it exports? Having a hard time finding the numbers. But I wouldn't be surprised if Nvidia is facing the same problem in a couple of years that US car manufacturers are facing today - Chinese competitor products selling for 1/5th the price of the US models globally, while the US manufacturers complain about raw materials constraints and labor shortages that Chinese firms don't grapple with.

There are a bunch, and you can't buy them retail as far as I know, but I'm sure you can find them on aliexpress and eBay.

But they're currently several years behind current nvidia chips. It'll take a couple more before they're globally competitive.

Lisuan 7G100 gains WHQL certification ahead of May 20 launch, production now at full steam - VideoCardz.com https://share.google/tWQSLKj7OY2pgquUC

Two parties is bad enough. I will never, ever trust a one-party government. That's like — what if conspiracy theories, but they are just public policy? Frankly not unlike our government currently, but I'd prefer more parties than fewer.

Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.

I agree the policy never made sense, but Chinese chips are still a few generations behind and will remain that way for a while.

China currently has a physical limit to transistor size that is enforced by the physics of their lithography machines. They are doing everything they can to use export-controlled ASML technology including rebuilding prior generational tech from the second-hand market, but that is a.K2-level sheer-face climb. Considering how much unique knowledge ASML and TSMC have, even corporate espionage can't fill in those gaps probably for a decade.

They absolutely are using homegrown chips that are lower quality and making up for it in quantity, however, using older lithography.

insha'Allah.

ASML makes the machines and they're restricted from exporting to China. Does China have the capability to make comparable ones itself?

My reading of his strategic sense when saying it backfired, is not expecting Deepseek or the greater push for open source lightweight models. Also NVIDIA would love to make a lot of money in China.

wasn't the chip ban from the Biden admin?

There's the MTT S80 (First PCIe Gen 5 GPU lol) which is the consumer grade version of Moore Thread's enterprise GPUs like S4000, but the problem is that they trade off super cheap VRAM and PCIe bandwidth for low compute power compared to even antiquated stuff from Intel, AMD, and Nvidia.

They're actually a great choice if you want to run AI/LLM stuff for really cheap, and Moore threads has their own CUDA knockoff called MUSA which iirc does have support in the various LLM backends available. Back when they released, it was going for something like $160 in China and ~$200-250 online. Could easily pool the VRAM, though finding a mobo+CPU combo with enough PCIe lanes to spare meant you'd most likely not be taking advantage of more than maybe 2 or 3 cards in one tensor parallel split.

China's domestic processor production is still catching up, so even though they have access to high speed RAM and all the latest standards, they don't have the cores to match.

Their last KX7000 x86 CPU was comparable to a skylake i5 or i7, but just with newer standards like DDR5 and PCIe gen 4. So they're about 7 years behind based on that estimate.

I watched Gamers Nexus where they tested those Chinese made GPUs. They were absolutely shit, and weren't even half of what they claimed.