alt Hacker NewsNvidia 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.
Yes of course but the Nvidia CEO is hardly an unbiased observer. He wants to sell to China and is looking for arguments to build his case. Similarly to how Dario isn't an unbiased observer either. So who is? And who has the knowledge to say something meaningful? Universities? Professors?