[maxglute]

Nvidia sells everything they make at whatever margin they decide already. That's exactly why his warnings should be taken seriosuly because it's not based on short term $$$ but PRC creating medium/long term rival to Nvidia because they have the talent and sooner than later, semi industrial base. More seriously now that CCP is basically telling domestic companies to go local instead of Nvidia.

[charintstr]

China has already recognized that computer manufacturing is a national security concern for them. So they will continue investing in Huawei regardless of whether Nvidia sells to them or not. Huang knows this pretty well and just wants to sell to China while Nvidia is still in a prime market leader position. It makes sense from his angle to say “sanctions are useless” and “were going to be caught by China anyways, so might as well make a buck while we can.”

[maxglute]

Again, Nvidia sells every chip it produces. TSMC sells every wafer Nvidia contracts. Money is not the issue. Think about the kicker. Jensen said this in Taiwan of all places with specific emphasis on scope of PRC talent. Rude.

What Jensen wants is is Nvidia chips in PRC so PRC, the generator of plurality of global AI talent works to improve Nvidia ecosystem, because even 10-20% penetration means expanding Nvidia developer / human capita by 2x/3x in future where PRC AI talent generation likely to get more disproportionate relative to RoW. Of course PRC is going to continue pouring resources into indigenous solutions, but instead of 100% of PRC talent, aka 50%+ of global AI talent working on Huawei solutions, maybe only 60-70%, which means instead of Huawei getting 50%+ of global talent, they get <50% and RoW + segment of PRC talent. That gives Nvidia plurality talent to keep building CUDA moat.

And as long as Cuda remains an option in PRC, the 70% working on Huawei has avenue to cross train over to Nvidia ecosystem, which is supported by US tech, aka $$$, so the chance of crosspolinating and braindrain the best from PRC AI is higher. Without Nvidia at least having some relevant share in PRC, that braindrain beach head and knowledge transfer route is gone. Here's the flip side, Silicon valley AI is going to be built off PRC AI talent for foreseable future, whatever happens in SV WILL filter back to PRC in one way siphon unless Nvidia has a spoute in PRC to siphon back, otherwise PRC AI remains relative blackbox, with talent advantage, intelligence (as in knowledge diffusion and espionage) advantage, that's ready to go at 200% the second hardware catches up. They will go from 5 years behind to 2 years ahead in a flash because their talent lead is no longer being constrained.

[cyber_kinetist]

To be frankly honest, as a non-American I actually would like a Chinese competitor to NVIDIA, since they have a monopoly on GPUs and can attach whatever ridiculous price they want to it! I for sure would like cheap GPU computing to the masses...