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marginalia_nu • yesterday at 7:25 PM • 1 reply • view on HN

If nvidia gets China hooked on nvidia chips now, if (when?) export restrictions are lifted, they'd likely have largely captured the chinese datacenter market too. Otherwise the risk is the chinese eventually catch up with their own production and start competing with nvidia not only in China but also in the west.

As a side advantage it gets rid of oversupply and makes nvidia look like it has endless insatiable customers.


Replies

silverFork • yesterday at 8:21 PM

Well they were on the record of catching up and mere stuffing them with NVDA chips, wouldnt have stopped that process. Too late for that. When playbook on Taiwan started to become about wars and moving production, China was already on the move to make Taiwan irrelevant without a war. They are not stupid. They made Hong Kong kinda irrelevant already.

They are thinking ahead..