• Some users have recently had their accounts hijacked. It seems that the now defunct EVGA forums might have compromised your password there and seems many are using the same PW here. We would suggest you UPDATE YOUR PASSWORD and TURN ON 2FA for your account here to further secure it. None of the compromised accounts had 2FA turned on.
    Once you have enabled 2FA, your account will be updated soon to show a badge, letting other members know that you use 2FA to protect your account. This should be beneficial for everyone that uses FSFT.

Nvidia caught in geopolitical firestorm

M

Marees

Supreme [H]ardness
Joined
Sep 28, 2018
Messages
4,735
Much like TSMC dominates semiconductor foundries, NVIDIA commands the AI market with its GPU and CUDA technologies. Yet both giants now find themselves entangled in U.S. "national security" crackdowns.

NVIDIA now holds over 90% of the AI GPU market. But U.S. chip export restrictions have hit NVIDIA hardest—costing it exponentially more than rivals.

Supply chain insiders note that while China accounts for just 13% of NVIDIA’s reported revenue, its true impact likely exceeds one-third. Without action, the H20 ban could cripple NVIDIA in the U.S.-China tech war, eroding its AI dominance.

https://x.com/harukaze5719/status/1914179607831728468

https://www.digitimes.com.tw/tech/d...1&cat=0&cat1=&cat2=&id=719787&packageid=68200
 
Related:

Nvidia Says It Will Build Up to $500 Billion of AI Gear in US​



Nvidia Corp., the dominant player in chips for artificial intelligence models, plans to produce as much as half a trillion dollars’ worth of AI infrastructure in the US over the next four years through manufacturing partnerships.

Production of Nvidia’s latest generation AI chip, known as Blackwell, has begun at Taiwan Semiconductor Manufacturing Co.’s new plant in Phoenix, the company said in a statement Monday. Nvidia is also building supercomputer manufacturing plants in Texas with Foxconn and Wistron Corp., and partnering with Amkor Technology Inc. and Siliconware Precision Industries Co. for packaging and testing operations in Arizona.


The $500 billion figure refers to the combined value of all the goods Nvidia anticipates selling in to the supply chain for AI. In large part, the number reflects a commitment from the biggest cloud computing companies to build out and upgrade data centers with the latest gear.

That group, which includes Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc., is expected to spend $371 billion this year on AI facilities and computing resources, a jump of 44% from last year, according to a report published last month by Bloomberg Intelligence.

Nvidia also said the effort would mark the first time that AI supercomputers are produced in the US

https://www.msn.com/en-us/money/oth...p-to-500-billion-of-ai-gear-in-us/ar-AA1CTzGG
 
How much of this is nVidia trying to cover up the financial fiasco that is Blackwell? It's well known that architecture and fab issues with the architecture seriously limited the number of chips nVidia could provide. As it is nVidia can't supply the contracted orders for the business/datacenter cards and that has to be a huge hit to the bottom line. While the stated reason will have an effect it's my suspicion it's mostly just a cover to deflect from nVidia issues.
 
SmokeRngs said:
How much of this is nVidia trying to cover up the financial fiasco that is Blackwell? It's well known that architecture and fab issues with the architecture seriously limited the number of chips nVidia could provide. As it is nVidia can't supply the contracted orders for the business/datacenter cards and that has to be a huge hit to the bottom line. While the stated reason will have an effect it's my suspicion it's mostly just a cover to deflect from nVidia issues.
Click to expand...
It’s a grand clusterfuck, Nvidia is also suffering from supply and quality issues regarding GDDR7, and HBM3e. It’s why they are rushing to get over to HBM4 so they can move to a new supplier for memory.

Then you’ve got Microsoft lighting up a whole new subscription VDI service complete with a crap ton of Nvidia workstation GPUs. TSMC having material supply problems, and new manufacturing processes with teething issues which only make some design elements hurt more.

No matter how you look at it though Blackwell is off to a rough start.
 
NVIDIA is speculated to establish JV in China to maintain its CUDA ecosystem.

An insider privately described the situation as "like a captain trying to patch every leak knowing the ship is about to SINK."

This is not only a commercial strategy adjustment for Nvidia but also a SURVIVAL BATTLE amid geopolitical tensions.
 
Chip Smuggling is a Major Threat: China has established sophisticated smuggling operations, with documented cases involving hundreds of millions of dollars worth of chips. In some cases, smugglers have employed creative methods to circumvent export controls, including hiding processors in prosthetic baby bumps and packing GPUs alongside live lobsters. Chinese firms continue to establish shell companies in third countries at a rapid pace to evade export controls.

Anthropic’s submission recommends strengthening the rule in three key areas:

1. Adjust the tiering system. We suggest allowing countries in Tier 2 with robust data center security to obtain more chips through government-to-government agreements that prevent smuggling and align technology controls.

2. Reduce the no-license compute threshold for Tier 2 countries. Currently, countries in Tier 2 can buy the equivalent of 1,700 NVIDIA H100 advanced chips without needing government permission—roughly $40 million worth of technology. This creates a potential loophole for smuggling, as people can make multiple purchases just under this limit to avoid scrutiny. We recommend lowering this threshold so that more transactions would require review, making it harder for smugglers to exploit this gap.

https://www.anthropic.com/news/secu...ge-anthropic-s-position-on-the-diffusion-rule
 

Nvidia says Anthropic is telling 'tall tales' in its defense of U.S. AI chip restrictions on China​


“American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in ‘baby bumps’ or ‘alongside live lobsters,’ ” a spokesperson for Nvidia said.


https://www.cnbc.com/2025/05/01/nvi...sh-over-us-ai-chip-restrictions-on-china.html


“Anthropic stands by its recently filed public submission in support of strong and balanced export controls that help secure America’s lead in infrastructure development and ensure that the values of freedom and democracy shape the future of AI,” a company spokesperson said in a statement.

The company cited the 2022 arrest of a woman carrying chips into China and the 2023 seizure of “computer display cards” with a lobster shipment in Hong Kong.
 

Despite Nvidia claims, Chinese smugglers have used live lobsters and fake baby bumps to traffic chips​

News
By Mark Tyson published 18 hours ago
Anthropic has been accused of telling "tall tales" about Chinese chip smugglers.

https://www.tomshardware.com/pc-com...lobsters-and-fake-baby-bumps-to-traffic-chips

This situation seems to have come to a head as the new AI Diffusion Rules, designed to prevent hostile nations like China from gaining advanced AI technologies from the West, are set to come into force starting on May 15. The Biden administration formulated these rules toward the end of his term (they were published in January).

In one corner, Nvidia is keen to continue supplying as many high-end GPUs to China as the country can absorb, and it is allowed to supply.

Meanwhile, Amazon-backed and U.S.-based AI firm Anthropic naturally wishes for a ready supply of AI accelerators stateside, with fewer competitors to push pricing up. It reportedly has plans for bigger and better data centers to propel its fortunes. Moreover, it pleads the case for keeping transformative AI technologies in the U.S. "in alignment with American values and interests."
 
Nvidia CEO Jensen Huang's Remark on House Foreign Affairs Committee Today:

Ecosystems are essential. It’s not just about who can build the biggest data center or train the most advanced model. The future of AI is in everyday applications. Whoever wins the AI race will be whoever manages to lead in the building and deployment of AI use cases.

One of NVIDIA’s key strengths is our global network of 6 million developers who build on our platforms. If we lose that ecosystem to our competitors, it will be almost impossible to get it back.

https://x.com/rwang07/status/1918059589855064226
 
Jensen Huang was in Beijing right before his Washington DC visit, where he said Nvidia has been in China for 30 years, and will be there for the next 30 years, and said the Chinese market is very important to Nvidia's growth.



But China's need for Nvidia products could reduce greatly.

Huawei just launched its Could Matrix 384 supercomputer cluster which, from what I understand, significantly out-performs Nvidia's GB200 NVL72, due to being made-up of a lot more domestic-made chips, but costs almost 3x the price to buy, and costs 3.9x the cost to operate due to greater power consumption. Still, it's likely to be adopted en masse in China.

1746215089752.png
1746215149682.png
1746216065992.png
1746217593437.png



Wccftech made an article about its launch, though it's received some criticism, and an accusation of glossing over the technological innovation of Huawei's system.


1746215739113.png
1746215781746.png
1746215912142.png



The Wccftech journalist who wrote the article replied to the harsh criticism from the former Intel representative, saying that aspect wasn't relevant to the specific article.


1746215585695.png
 
Last edited:
Delicieuxz said:
Jensen Huang was in Beijing right before his Washington DC visit, where he said Nvidia has been in China for 30 years, and will be there for the next 30 years, and said the Chinese market is very important to Nvidia's growth.



But China's need for Nvidia products could reduce greatly.

Huawei just launched its Could Matrix 384 supercomputer cluster which, from what I understand, significantly out-performs Nvidia's GB200 NVL72, due to being made-up of a lot more domestic-made chips, but costs almost 3x the price to buy, and costs 3.9x the cost to operate due to greater power consumption. Still, it's likely to be adopted en masse in China.

View attachment 727541 View attachment 727542 View attachment 727550View attachment 727559


Wccftech made an article about its launch, though it's received some criticism, and an accusation of glossing over the technological innovation of Huawei's system.


View attachment 727545 View attachment 727546 View attachment 727547


The Wccftech journalist who wrote the article replied to the harsh criticism from the former Intel representative, saying that aspect wasn't relevant to the specific article.


View attachment 727544
Click to expand...
How many times has China been caught flat out lying about the performance, capabilities of their software and hardware over the years? Too many to keep track of. I doubt anyone took that Huawei story seriously when it came out last week and I doubt it's gained any credibility since.

Wccftech...sigh.
 
hititnquitit said:
How many times has China been caught flat out lying about the performance, capabilities of their software and hardware over the years? Too many to keep track of.
Click to expand...
I think that's mostly a meme people made-up to dismiss Chinese tech advances. If it weren't, the US wouldn't need to ban so much Chinese tech to try to keep US companies competitive. I'm more familiar with China naysayers claiming China is 10 years behind, 7, years behind, 5 years behind, or that China can't do this or that, and China blowing past all those cynical assertions the day after they're made. 7nm? China hit that long ago now, and is now working on 3nm. EUV? China already designed their own based on a completely distinct principle, which is being tested this year and is expected to his mass production next. Electric vehicle competition? From Musk laughing that China will never get there, to him saying Tesla can't compete without restrictions on Chinese EV's. US sanctions were going to cripple China's chip industry? China barely flinched, and its chip production capabilities have been moving rapidly ahead.

TSMC's Vice President of Corporate Research said this last May:

24-05-22 - TSMC's Chief Scientist - China is better than them.jpg



hititnquitit said:
I doubt anyone took that Huawei story seriously when it came out last week and I doubt it's gained any credibility since.

Wccftech...sigh.
Click to expand...
It's not a Wccftech story any more than it is a Financial Times story, a Tom's Hardware story, a TechPowerUp story, a SemiAnalysis story, or a story of any of the plethora of other outlets that have reported it. The only reason Wccftech is mentioned in my previous post is because their coverage provoked the ire of a former Intel representative who took issue with them allegedly downplaying the significance of Huawei's product, and called them out.

The story has continued to be reported widely up till today, so I don't see a basis to say that anyone in the industry has doubted its credibility.
 
  • Like
Reactions: Epos7
like this
Delicieuxz said:
I think that's mostly a meme people made-up to dismiss Chinese tech advances. If it weren't, the US wouldn't need to ban so much Chinese tech to try to keep US companies competitive. I'm more familiar with China naysayers claiming China is 10 years behind, 7, years behind, 5 years behind, or that China can't do this or that, and China blowing past all those cynical assertions the day after they're made. 7nm? China hit that long ago now, and is now working on 3nm. EUV? China already designed their own based on a completely distinct principle, which is being tested this year and is expected to his mass production next. Electric vehicle competition? From Musk laughing that China will never get there, to him saying Tesla can't compete without restrictions on Chinese EV's. US sanctions were going to cripple China's chip industry? China barely flinched, and its chip production capabilities have been moving rapidly ahead.

TSMC's Vice President of Corporate Research said this last May:

View attachment 727590



It's not a Wccftech story any more than it is a Financial Times story, a Tom's Hardware story, a TechPowerUp story, a SemiAnalysis story, or a story of any of the plethora of other outlets that have reported it. The only reason Wccftech is mentioned in my previous post is because their coverage provoked the ire of a former Intel representative who took issue with them allegedly downplaying the significance of Huawei's product, and called them out.

The story has continued to be reported widely up till today, so I don't see a basis to say that anyone in the industry has doubted its credibility.
Click to expand...
You make a lot of assumptions.
 
The H20 was introduced following Washington's intensified export control measures in October 2023, which imposed constraints on computational ability and communication speeds for AI processors.

Nonetheless, the H20, once Nvidia's leading AI chip available to Chinese buyers, encountered market access barriers when US authorities recently required an export license, effectively curbing its availability in China.

As a result, Nvidia has adjusted technical guidelines to facilitate the creation of revised chip designs.

The new specifications involve downgrades, notably diminished memory capacity, based on insider information


The alterations to the H20 chip illustrate the intricate dance between commercial objectives and national security matters impacting the semiconductor domain.

Corporations like Nvidia must navigate these complex geopolitical landscapes to sustain their access to pivotal global markets while responding to multilayered regulatory landscapes.


https://technologymagazine.com/ai-and-machine-learning/behind-nvidias-redevelopment-of-its-h20-chip
 

Chinese worry Nvidia H20 chips are poisoned wine for AI industry​

A downgraded Nvidia chip can help Chinese tech firms but will slow the formation of an AI ecosystem in China

“The H20’s FP16 computing power is only 15% of H100, while its NVLink bandwidth is reduced from 900GB/s to 400GB/s. The chip’s transformer engine (TE) is completely deleted,” he says. “Such a design ensures the chip’s AI inference ability and reduces its AI training capability, perfectly implementing the United States’ strategy of blocking high-end chips, but not mid-end ones, to China.” ​

In Chinese idiom, a person who “drinks poisonous liquor to quench thirst” knows that it will kill him, in the long run, but he can’t do anything to change the situation. Applied to Chinese technology companies, this means that the domestic chipmakers can benefit from foreign AI chips in the short term but will miss an opportunity to grow and establish an ecosystem.

the H20 chip cannot be used to train trillion-parameter LLMs.​
​
“The H20 generously offers 96 gigabytes of the third-generation high bandwidth memory (HBM3) – higher than the H100’s 80GB HBM3e. However, the H20’s memory bandwidth is only 4.0 terabytes per second (TB/s), lower than the H100’s 4.8 TB/s,” he says. “It is like someone giving you a bigger table to read more books, but making it harder for you to take books from the shelves.”​


Meanwhile, the Trump administration increased its efforts to prevent China from obtaining Nvidia’s high-end chips. It urged Malaysia and Thailand to curb transhipments of Nvidia’s AI chips to China.

On July 14, the Malaysian government announced that export, transshipment or transit of high-performance AI chips of US origin will require a trade permit. Companies must notify the government at least 30 days before shipping Nvidia’s high-end chips elsewhere.


https://asiatimes.com/2025/07/chinese-worry-nvidia-h20-chips-are-poisoned-wine-for-ai-industry/#
 

Nvidia’s H20 Chip Sales to China Face Criticism Over AI Concerns - EconoTimes​

U.S. lawmakers are raising alarms over the Commerce Department’s decision to allow Nvidia (NASDAQ: NVDA) to resume sales of its H20 AI chips to China. Republican Representative John Moolenaar, chair of the House panel on China, sent a letter to Commerce Secretary Howard Lutnick on Friday, warning that the move could jeopardize America’s AI advantage and aid China’s military and censorship efforts. Moolenaar called the original export ban “the right call” and demanded details on licensing criteria, export volumes, and recipients before August 8.

https://www.econotimes.com/Nvidias-H20-Chip-Sales-to-China-Face-Criticism-Over-AI-Concerns-1716498

https://www.reuters.com/world/us/to...umption-nvidia-h20-chip-shipments-2025-07-18/
 
NVIDIA plans to continue shipping only its existing H20 inventory until it is depleted and has informed customers that there are no immediate plans to resume H20 wafer production.

NVIDIA has been communicating with key Chinese customers in recent weeks to gauge demand for specialized chips. This is to determine whether it is worthwhile to recommit resources to H20 production


Two sources cited by The Information stated that after the U.S. government banned H20 sales in April, NVIDIA was forced to cancel orders and halt the H20 chip production line at TSMC. Reversing these changes is not easy. The sources indicated that TSMC's production lines are already fully booked with other customers' chip production, and the existing H20 production lines have been converted to manufacture other chips. Jensen Huang, NVIDIA's CEO, mentioned at a media event in Beijing last week that it takes nine months to produce new chips from scratch.


https://x.com/Jukanlosreve/status/1946715926621217149
 
Won't be all that much longer now before China finally decides to conduct more advanced military training exercises... ones that involve "liberating" TSMC and the rest of Taiwan... The US really needs to rebuild its fab capabilities back up on US soil.
 

China forms AI alliances to cut U.S. tech reliance — Huawei among companies seeking to create unified tech stack with domestic-powered standardization​

News
By Anton Shilov published July 29, 2025
A threat to American (Nvidia CUDA's) dominance?

China's artificial intelligence companies have launched two new strategic alliances aimed at developing AI technologies that rely on domestic standards, as well as integrating AI into industrial applications, at the World Artificial Intelligence Conference in Shanghai, according to Reuters.


The first coalition is called the Model-Chip Ecosystem Innovation Alliance, which unites leading makers of AI hardware — such as Biren Technologies, Huawei, Enflame, and Moore Threads, among others — and developers of large language models, including StepFun. The goal of the alliance is to form a groundbreaking ecosystem that links the entire technology stack from hardware and AI models to supporting infrastructure. One of the focuses of the coalition is to streamline and localize the development of AI hardware and software amid a limited supply of foreign hardware, such as high-performance Nvidia GPUs.


The second initiative, known as the Shanghai General Chamber of Commerce AI Committee, aims to help integrate AI more deeply into industrial applications. This alliance unites such hardware and software companies as Iluvatar CoreX, MetaX, MiniMax, and SenseTime, just to name a few. Essentially, the alliance will function as a bridge between AI developers and industrial players, ensuring that cutting-edge models and systems actively power China’s industrial transformation.


https://www.tomshardware.com/tech-i...ered-standardization#xenforo-comments-3883843
 

China raises security concerns over Nvidia's H20 Chips — hardware may expose user data or hidden tracking functions​

News
By Anton Shilov published July 31, 2025
But this will unlikely result in shipments ban.

According to a Reuters report, China now questions the security of the processor. China's concerns stem from fears that the hardware might expose user data or contain hidden tracking functions.

The Cyberspace Administration of China (CAC) recently subpoenaed Nvidia for a meeting to explain whether the H20 processor includes any security vulnerabilities. This is essentially a response to a U.S. legislative proposal requiring export-restricted AI accelerators (such as Nvidia's H100, H200, B100, and B200) to include tracking and location-check features. Chinese officials are reportedly worried that such additions could endanger personal information.

There are a couple of catches though. The H20 GPU is a cut-down version of the H100 that was created as a tailored solution for China after the U.S. imposed export limits on the performance of processors that can be shipped to China in 2023. The GPU module is not restricted (even though the U.S. government banned its exports for a while in mid-April as part of its effort to ink a trade deal with China) and to that end does not have any tracking devices onboard.

https://www.tomshardware.com/pc-com...expose-user-data-or-hidden-tracking-functions
 
Nvidia says no to backdoors, kill switches, spywares etc.

erek said:
“The company argues that safety should stem from features such as diagnostics, performance monitoring, bug reporting, and timely firmware patching, rather than relying on a kill switch to power off a GPU. And all of that is happening with a user's consent and knowledge of what services run on their hardware. "Hardwiring a kill switch into a chip is something entirely different: a permanent flaw beyond user control, and an open invitation for disaster. It's like buying a car where the dealership keeps a remote control for the parking brake—just in case they decide you shouldn't be driving. That's not sound policy. It's an overreaction that would irreparably harm America's economic and national security interests," says NVIDIA blog. We hope that the company remains on this track, as promoting good values is essential for development in the hardware industry.”

Source: https://www.techpowerup.com/339661/...doors-no-kill-switches-no-spyware-in-its-gpus
Click to expand...
 
erek said:
opinion? do you believe their word?
Click to expand...
I think the US govt might mandate something but it wouldn't be in Nvidia's interest to implement that. If they do so then China sales is gone
 
The Cyberspace Administration of China has directed companies including ByteDance and Alibaba to terminate their testing and orders of the RTX Pro 6000D, the Financial Times reported on Wednesday, citing three people with knowledge of the matter.

"We can only be in service of a market if a country wants us to be," Huang said at a press conference in London, in response to a question about the CAC.

"I'm disappointed with what I see, but they have larger agendas to work out between China and the United States and I'm patient about it. We'll continue to be supportive of the Chinese government and Chinese companies as they wish."

Alibaba, Bytedance and the CAC did not immediately respond to Reuters requests for comment.

The fresh ban is stronger than the earlier guidance from regulators that focused on the H20, the previous version of Nvidia's China-tailored AI chip, the report said.

Nvidia's RTX6000D, its newest artificial-intelligence chip tailored for the Chinese market, has seen only lukewarm demand, with some major tech firms opting not to place orders, Reuters first reported earlier this week.

Several companies had indicated they would order tens of thousands of the RTX Pro 6000D and had started testing and verification work with Nvidia's server suppliers before telling them to stop the work after receiving the CAC order, FT reported.


https://semiwiki.com/forum/threads/...ing-all-of-nvidias-ai-chips-ft-reports.23630/
 

Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking, calls for reducing US export restrictions on Nvidia's AI chips​

News
By Luke James published 15 hours ago
As Chinese firms scale and U.S. export rules tighten, Nvidia is fighting to keep a foothold in China.

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.


China, meanwhile, is accelerating its own plans to become self-sufficient. Huawei’s new Atlas 900 A3 SuperPoD systems, powered by the company’s Ascend 910B chips, are now shipping in volume. The company has laid out an ambitious roadmap through 2027 with next-gen Ascend silicon that aims to match or exceed current-gen performance. These systems are CUDA-free by design and optimized for Chinese-built software stacks, a shift that puts real pressure on Nvidia’s dominance, which, according to Huang, previously held a 95% market share in China.


Nvidia’s approach to that is to maintain a foothold in China and play both sides of the geopolitical divide. The H20 may be hobbled compared to the company’s leading chips, but it gives Chinese companies a path to stay within the Nvidia ecosystem — at least for now.


https://www.tomshardware.com/jensen-huang-says-china-is-nanoseconds-behind-in-chips
 

Nvidia CEO Jensen Huang: 'At the moment we are 100% out of China... it's important to be mindful that what harms China could oftentimes also harm America'​

News
By Andy Edser published 2 hours ago
'We went from 95% market share to 0%.'



Nvidia's CFO recently described the stalled progress as "a little geopolitical situation between the two governments", but little or not, it still appears that Nvidia remains in AI chip limbo in regards to the Chinese market.

For China's part, production was also reportedly paused on H20 GPUs as a result of security concerns from the Chinese authorities halting their sale, and potential buyers were left waiting to purchase chips that have yet to make it past the restrictions. Huang has also previously expressed his disappointment at the news that China's internet regulator had banned some of the country's largest tech firms from buying the China-specific RTX Pro 6000D.

And all the while Nvidia watches as the two geopolitical giants battle it out, its Chinese competitors, like Huawei, look to be making great progress in its absence.


https://www.pcgamer.com/hardware/nv...rms-china-could-oftentimes-also-harm-america/
 

Trump says China, other countries can't have Nvidia's top AI chips​

  • Trump wants Nvidia's advanced Blackwell chips for US companies only
  • Nvidia has said it would supply Blackwell chips to South Korea

During a taped interview that aired on Sunday on CBS' "60 Minutes" program and in comments to reporters aboard Air Force One, Trump said only U.S. customers should have access to the top-end Blackwell chips offered by Nvidia, the world's most valuable company by market capitalization.


"The most advanced, we will not let anybody have them other than the United States," he told CBS, echoing remarks made earlier to reporters as he returned to Washington from a weekend in Florida. "We don't give (the Blackwell) chip to other people," he said during the flight.


The remarks suggest Trump may impose tighter restrictions around cutting-edge American AI chips than U.S. officials previously had indicated, with China and potentially the rest of the world barred from accessing the most sophisticated semiconductors.


Trump had hinted he might discuss the chips with Chinese President Xi Jinping ahead of their summit in South Korea last week, but ultimately said the topic did not come up.

Nvidia has not sought U.S. export licenses for the Chinese market because of Beijing's stance on the company, CEO Jensen Huang said last week.

"They've made it very clear that they don't want Nvidia to be there right now," he said during a developers' event, adding that it needed access to China to fund U.S.-based research and development.

https://www.reuters.com/world/china...lackwell-ai-chip-not-other-people-2025-11-03/
 
I mean if we say they can’t, they will just double down on building their own.
But they are going to use every trick in the book to do it.
 
Lakados said:
I mean if we say they can’t, they will just double down on building their own.
But they are going to use every trick in the book to do it.
Click to expand...

They'll probably just steal/import them. As they were/are doing. 1) easier 2) China doesn't have the best track record when it comes to making things, or being honest about the performance/capabilities of the things they make.

We 100% should cut them off if we want to secure dominance, but the Wall Street people don't want that. The drug dealer wants everyone paying them money for their product. Jensen is bound by fiduciary duty to want to sell to China.
 
kram182 said:
They'll probably just steal/import them. As they were/are doing. 1) easier 2) China doesn't have the best track record when it comes to making things, or being honest about the performance/capabilities of the things they make.

We 100% should cut them off if we want to secure dominance, but the Wall Street people don't want that. The drug dealer wants everyone paying them money for their product. Jensen is bound by fiduciary duty to want to sell to China.
Click to expand...
That only goes so far, I 1000% expect them to get something from Huawei, Broadcom, or Qualcomm up and running in some way that’s close. Then it’s just a matter of blatantly copying Nvidia’s PTX and CUDA methods to either make something compatible with CUDA or a clone of it using stolen or reverse engineered algorithms.
 
Lakados said:
That only goes so far, I 1000% expect them to get something from Huawei, Broadcom, or Qualcomm up and running in some way that’s close. Then it’s just a matter of blatantly copying Nvidia’s PTX and CUDA methods to either make something compatible with CUDA or a clone of it using stolen or reverse engineered algorithms.
Click to expand...

And their track record shows even with all the IP stealing and self manufacturing they already do they'll come up short on the things they already do that with a lie about. Deep Seek, whatever CPU that was (based on Intel stuff IIRC) that actually performed like a 20 year old chip, etc

If they could beat us without our stuff, what precludes them from beating us with our stuff? All the same answers/situations for the former would apply to the latter. We'd just be making any victory we're assumedly worried about potentially easier for them.

It's just about if they don't buy our stuff their money stays circulating in their economy instead of handing it over to us/Wall Street.

Plus, for anything mission critical/at the top, they're most likely already using their own knock offs for both HW and SW to avoid any built in backdoors, all the work below/before can now just be done on better HW/SW that we sell them. Denying them that would be more detrimental to them. But that doesn't make the line go up on the quarterly report.

And it's not like we couldn't get into their systems to Stuxnet them without our GPUs and SW in their systems/datacenters if we needed to.

If they, in theory, could make better HW/SW than us if we cut them off..... then why couldn't we steal that better HW/SW and reverse engineer it for ourselves?

There's no situation that makes sense except money.

And another edit cause I'm adding things as I think them: And again if the plan was 'we sell them our stuff so we can regulate what they have and they won't go make their own etc' why say it out loud like everyone is saying everywhere (talking about news/POTUS/etc) and let them know your plan? They can hear you/us! Makes no sense.
 
Last edited:

Nvidia's Jensen Huang warns of China's AI 'belt and road' ambitions​

CEO calls for more use of nuclear power as data center energy demand surges

  • Nvidia CEO Jensen Huang, speaking at a Center for Strategic and International Studies event in Washington, warned that U.S. export restrictions on advanced chips could enable China to develop an "AI Belt and Road" initiative, exporting its technologies globally via firms like Huawei, which has already captured half of Nvidia's former 95% market share in China.
  • Huang emphasized competing aggressively in China's second-largest AI market to prevent domestic players from maturing unchecked, noting China's rapid tech diffusion and energy advantages—twice the U.S. capacity despite a smaller economy—as key factors in the escalating global AI rivalry.
  • This statement builds on Huang's November 2025 Financial Times interview predicting China's AI lead over the U.S., highlighting ongoing U.S.-China tensions amid Nvidia's pivot to compliant chips and calls for accelerated American nuclear energy to power data centers.
https://asia.nikkei.com/business/te...g-warns-of-china-s-ai-belt-and-road-ambitions

https://custommapposter.com/article...a-s-ai-ambitions-and-the-future-of-tech/12266
 
You must log in or register to reply here.
Back
Top