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This is the reason I believe the new AI chip restriction that was just put in place will backfire.



Alrdy did. Forced China to go all in in the chip race and they're catching up fast.


Good. As much as I don't like some things about China, but damn it they're really good at cutting down costs. I look forward to their version of Nvidia GPUs at half the price.


Are you in the US? Americans aren't going to get those, just like we aren't going get cheap Chinese electric cars.


Maybe not next year but it reminds me of 30 years ago when my grandfather found it offensive any American would buy a Toyota.

While it is hard to predict the future, a good bet is that global trade will win out in the end on a long time frame.


> I look forward to their version of Nvidia GPUs at half the price.

Arguably China doesn't have the technology required to manufacture 30-series GPUs with the yield or unit cost Nvidia did. I wouldn't hold my breath for Chinese silicon to outperform Nvidia's 40 or 50 series cards any time soon.


I wonder if the US will end the restrictions if China pulls ahead in LLM ability, considering they serve no purpose if China's already ahead? Although given they seem to want to ban Chinese drones without any competitive local alternative, maybe not.


Deepseek can run on Huawei Ascend chips already and Nvidia pretended respecting the restrictions with the H800 (and was never punished for that)


Huawei already has A100-equivalent hardware that they are selling in China. I give them 5 years to do to GPUs what BYD has done to cars.




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