NVIDIA gets a warning from U.S. Commerce Secretary Gina Raimondo and Jensen Huang NVIDIA is consistently exploring ways to navigate the recent restrictions imposed on the export regulations of advanced chips by the US government. The company has recurrently introduced new hardware designed to maneuver around new limitations, whether related to the intricacies of multi-chip […]
U.S. issues warning to NVIDIA, urging to stop redesigning chips for China::undefined
Absolute boneheaded move by NVIDIA. Guess they just saw dollar signs and stopped thinking. What I don’t get is they are already at like 300% capacity I don’t think there will be any business short falls from selling only to US customers
They clearly realise that if China can’t buy their chips, the CPC will put the full force of a planned economy behind making their own. Once that happens cheap Chinese AI chips will eat their lunch.
Everyone thought that would happen with Huawei. What actually happened was a whole bunch of major countries banned Huawei imports and a lot of the ones that allowed them in are having second thoughts. Germany, for example, is in the early discussion phase to remove Huawei equipment (which is already deployed) from their cell network.
Really, the only big market that is being targeted by the restrictions is Mainland China (pointedly not including Russia because it’s honestly not a very big market compared to like… New York State or Texas or California). Nvidia would have been fine.
I think you’re right: they got greedy (shocking, I know)
Large tech companies have been known to buy out smaller competitors before they become a threat or before somebody else buys them out. Not being able to do so with a government-funded Chinese company, I imagine killing the idea before it takes shape is a prudent business decision.
Absolute boneheaded move by NVIDIA. Guess they just saw dollar signs and stopped thinking. What I don’t get is they are already at like 300% capacity I don’t think there will be any business short falls from selling only to US customers
I think it’s quite clever actually.
They clearly realise that if China can’t buy their chips, the CPC will put the full force of a planned economy behind making their own. Once that happens cheap Chinese AI chips will eat their lunch.
Everyone thought that would happen with Huawei. What actually happened was a whole bunch of major countries banned Huawei imports and a lot of the ones that allowed them in are having second thoughts. Germany, for example, is in the early discussion phase to remove Huawei equipment (which is already deployed) from their cell network.
Good point! Hadn’t thought of that
Because capitalism is about making EVEN MORE the next year. And EVEN MORE the year after that.
Really, the only big market that is being targeted by the restrictions is Mainland China (pointedly not including Russia because it’s honestly not a very big market compared to like… New York State or Texas or California). Nvidia would have been fine.
I think you’re right: they got greedy (shocking, I know)
Large tech companies have been known to buy out smaller competitors before they become a threat or before somebody else buys them out. Not being able to do so with a government-funded Chinese company, I imagine killing the idea before it takes shape is a prudent business decision.