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anonzzziesyesterday at 6:51 AM1 replyview on HN

Banning hardware is helping China in the long run though. And long is not actually very long. They will beat 'the west' (even though they are all made in the east now) in semiconductors because of this nonsense within 50 years. And also in AI capabilities. Making capable adversaries more competitive and angry is often not really a great strategy.


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ozgungyesterday at 7:41 AM

Nvidia CEO had a viral rant about this, implying they don’t really have a moat against China other than Chinese researchers _prefer_ to stay in the CUDA ecosystem. If you force them out then they are capable of building their own chips and ecosystem which may become the new industry standard outside America. He didn’t say this explicitly due to his role but implied that it can be easier than it looks and it’s more of a resource allocation problem.

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