[jononor]

The cards are also coming... Some of the very first are already out - but it will take a couple of years before they hit their stride in full. And cards will likely be primarily for Chinese companies initially, and then go for exports later. So it will go under the radar for many western techies for a while. Seeing what China has managed with PCB production, low to mid-end semiconductors, phone manufacturing and electric I would hesitate to bet against them.

Nvidia is now lobbying to remove the export ban, to try to reduce the incentives for developing their own high-end LLM training/serving (and cash in on current demand).

[Danox]

Nvidia will fail in that respect. Sanctions and restrictions are too popular with the American government. Where the United States will lose, is that almost every country in the world that can will use other solutions not from the United States.

And unfortunately, we are losing credibility on all fronts in the last year and a half. I wonder why?