this post was submitted on 25 Apr 2026
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Chinese companies are heavily incentivized to use Chinese chips instead of American since Trump blocked trade with China.
China used to parallel import the chips they needed, and even repackage them with more onboard RAM, making more powerful Nvidia solutions available in China than in the rest of the world.
But Trumps behavior towards China made the Chinese government decide to limit the use of American technologies for AI.
There was a point where Nvidia exports to China was basically at a standstill, because China forbade the purchase of a new cut down Nvidia chip made for the Chinese market to circumvent American trade restrictions.
China is building their own complete stack now, replacing everything with Chinese technologies, right from the AI chips to the entire AI software framework.
So not only does Nvidia and other American companies lose hardware sales, the entire stack will be threatened with a Chinese alternative, that will likely compete with American options on the international market in the future. If Cuda loses its current dominance, it will be easier for competitors to take marketshare from Nvidia.
Hopefully this will be good for consumers worldwide.
Please do i can't be so wet. European are eager to ditch Americans. In the long run Chinese seem to a be a more reliable partner
I would prefer it wasn't like this, PAX Americana seemed to work quite well for several decades, of course USA served their own interests, but they they also provided a somewhat stable world order with a decent degree of freedom.
Now they have abandoned the ideals of freedom and democracy and international law, to serve their own interests exclusively at immense cost to others, without regard for either law or decency. and of course that is not sustainable to be an ally of.
I think USA will soon find that without allies, their power isn't so great after all.
They were infiltrated by Epstein dlasses assets and a t fucked the system. At this time look at the tax rate of these deep fucks.
Been using Qwen 3.x for a while now for local LLM with search capability. The 3.5 and 3.6 ones are great and run very fast.
I got Qwen 3.5 running on a Steam Deck.
It ain't exactly blazing fast, but it does actually work.
(Reasonably fast if you go down to the 2B param model, I can get the 9B param variant working, though this makes Steam Decky very hot and bothered.)
Yeah, you absolutely do not need Nvidia hardware to run an LLM, but we get blasted with their propoganda suggesting otherwise just all the time in the English speaking West.
Because if you don't need Nvidia, well, then, this whole AI bubble looks a lot more bubbly.
And have to vest consumer trafic card to run llm on the market.
Sorry, I'm not entirely sure what you mean.
Did you mean to say:
"And need to have the best consumer GPU on the market, to run an LLM."
... likely alluding to an RTX 5090?
So you would be saying that basically it is bullshit, the idea that everyone needs extremely expensive hardware, to run an LLM?
Qwen 3.6 is already out? Damn, I swear I switched to 3.5 not even a month ago.
Qwen is already the standard for actual pros as far as I can tell.
It’s only the standard for people who self host their llms and don’t have $500k to throw at hardware for GLM-5.1 or similar models.
I have qwen3.6:27b on my local hardware and it’s way better than I expected. I’m excited for the rest of the 3.6 line as it comes out, if they can keep up that quality.
This story is also a nothing burger. Generally, yes, Nvidia will suffer once chinas stack catches up (soon). By then whatever bubble we are in will have normalized one way or the other.
In terms of actually deploying this model, it doesn’t matter what hardware you’re using. VLLM supports almost everything with SIMD-type hardware instructions.
More competition will make everyone happy except Nvidia shareholders.
Until America decides to tariff anyone using Chinese technology.
USA is already losing the tariff war as it undermines the American economy, and hasn't helped their trade deficits much.
When EU finally decides to put tariffs on American services, because USA continue with their shenanigans, then USA will have a trade deficit for real.
Because the trade deficit on goods is vastly outweighed by the surplus on services.
Even if they have a deficit, it is basically free, because they can pay for it with dollars they print themselves, because the USD is the global reserve currency.
But Trump is ruining that too, since "liberation day" where Trump introduced his tariffs, the use of the USD as a global reserve currency has dropped, some claim by up to 30%
All USA is doing is undermine the power they used to have. Everybody threatened by USA are in talks with each other to increase cooperation.
EU, Canada, Australia, UK, Japan, are making deals to cooperate around USA including on military.
The Gulf countries are now negotiating with China on economy, which will potentially be the end of the petro dollar. And they are looking to Europe especially Ukraine for defense equipment to replace American equipment.
South American countries have been working with China for years, and USA subsidizing Argentina will not change that.
USA is making themselves irrelevant, the Iran war has shown their military is a paper tiger, that cannot protect their allies, and they are pulling key defense equipment out of Japan and South Korea to aid in the Iran war. Making all allies unsure of the value of cooperating with USA. Japan participating in the EU SAFE program is an extremely clear indicator of that.
So whatever USA decides, will have very little bearing on the rest of the world. Because for USA, the train has already left the station, the ship has sailed. The world has lost patience with USA, and are now only idling in their relations with USA, while they all seek to strengthen other relations, for both financial stability and military safety.
It'll be good for consumers worldwide. America is not the whole world.
I, for example, am in Canada. We've established a bunch of very nice trade deals with China recently, we're going to end up with access to a bunch of Chinese products that Americans can't get due to their self-imposed trade war with China.
funny how the news stop talking about the tariffs when it was still going in the us, im guessing continually reporting about trumps tariffs is actually go to hurt the republican plebs and companies. and i notice alot of products are more expensive or stopped being offered online shopping.
I think they mean that the US would put trade pressure on countries doing any tech trade with China, not specifically preventing it punishing American companies from using Chinese chips.
Unfortunately the United States is still a big economy regardless of their politics and Manny is right that the US would throw their weight behind anti China policies to the detriment of other nations.
How successful such a move would be is up to debate.
The US is already trying to throw its economic weight around bullying Canada, and we've already settled in to an effective economic defensive posture. Those trade deals with China are actually part of it, previously we were supporting various American initiatives to tariff China but the Americans tore up a bunch of agreements with us so we responded in kind. It's unfortunate but they started it and we're prepared to hold our own.
its what putin wants to isolate and weaken the US,.
The Americans are doing it all on their own. The russians are just trying to capitalize where they can.
Sad thing is that it is extremely unlikely that the US will be able to implement any kind of reforms around crime, corruption, judicial independence, restrictions on suffrage.
Luckily it seems to be making Europe and Canada stronger as well. Putin can weaken the US all he wants, but as long as Europe and Canada are not just standing around with their hands in their pockets, doing nothing, it wont benefit russia too much.
America already decides to tariff countries regardless of what they're doing
specific on tech, remember huwei phones it was all the rage as alternative to google and iphones, and samsungs. and then the compares got scared and lobbied for thier bans.
US tariffs hold no power anymore these days.