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by bashtoni 45 days ago
I think the next step is for China to start selling Huawei (and other) GPUs around the world, because everyone appreciates the risk of giving either of the two superpowers their data. The US is no longer in a position to pressure other countries to bad imports from Chinese companies.

This is the beginning end of the hyperscaler era, not a shift from US hyperscalers to Chinese hyperscalers. Taking Nvidia's extremely lucrative market is the goal.
1 comments
kyboren 45 days ago
Software ecosystem aside, their hardware is inferior to NVDA/TSMC's and will remain so. And even if it wasn't, China just doesn't have the fab capacity to both meet domestic demand and export enough to hurt demand for NVDA.
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bashtoni 44 days ago
They're behind, but they're catching up pretty quickly. I wouldn't bet against Chinese companies dominating this market in the medium to long term. Nvidia could easily end up being the Tesla vs Huawei as BYD.
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