alt Hacker NewsThis was going to happen anyways no matter what the US or NVIDIA did. China has done or is doing the same thing in every industry.
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jononor • today at 8:21 AM
Yes it is Chinas MO. But it probably possible to influence their timing and/or degree. I do not thing they have anywhere near replaced western/Taiwan x86/ARM CPUs, for example?
If you're z.ai in 2025 with $10 million to spend on GPUs, what's better:
1) buying B100s by the palette with 15 years of stable work on CUDA, or 2) some rinky-dink Huawei chip that's 3x slower, no software framework and crashes 50% of the time?
It's a no-brainer. If there were no export controls, Nvidia would be taking all that oxygen out of the room. Chinese chip efforts would be put back by at least 5 years, and probably more like 10.
Sure, they might get there eventually but Nvidia would still have that lead when they do.