This is a most excellent place for technology news and articles.
Uh wait uh Mr Jacket Clown Man, wasn't this kind of your plan?
You... you're on the advisory panel.
For AI policy.
... ?
In the future, memory will cost nothing because we will just assume no human beings have any.
Wasn’t that the whole point of the export policy? So it hasn’t backfired, it’s working exactly as intended.
My reading of his strategic sense when saying it backfired, is not expecting Deepseek or the greater push for open source lightweight models. Also NVIDIA would love to make a lot of money in China.
Most of the policies from this administration are failing.
This is what happens when there are zero reliable reporters to call bullshit, CEOs make shit up and no-one checks their work. It's just 'Jensen Huang says'.
Shocker, cut China off from US designed (not manufactured) chips and they make their own (capitalist competition, remember that old thing), still coming up to speed, but soon, and I'd like some DDR5 (or 6) SamA you dick.
The only thing at play for these pricks is the 'CUDA moat' (and the lack of effort from AMD's RocM, also, you wouldn't believe how amenable that [ironically] is to LLM coding), and a few hardware tricks (it's just compute, catch up will happen), but if there's someone outside your duopoly that dog won't continue to hunt. Bad thing when a vasty majority of US GDP is AI BS. Shame you've got an idiot rampaging through the world markets for a relative pittance (but actual fortune) from insider trading. Who would have thought that'd go badly long term.
Back to weapons for you, and your military doesn't know how to make a cheap (anything) drone.
Lets not forget Moore's law is dead. There are no more die shrinks to be had. We're measuing gates with atoms.
The dog is doomed.
Sounds like he needs to get some Palantir ghoul on stage with him at his next keynote.
Bullshit. They are just funneling the sales through other countries to bypass export control. Oligarch just trying to make false numbers to pump up "potential" future market gains for stock manipulation.
A lot is based in Singapore. There was a story a few days ago about how China nixed the sale of a Singapore-based AI company to Meta.
Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned a lion's share of China's AI accelerator market just about two years ago.
"In China, we have now dropped to zero," said Jensen Huang in an interview with the Special Competitive Studies Project, a bipartisan initiative by American lawmakers aimed at ensuring long-term competitiveness of the U.S. "Conceding an entire market the size of China probably does not make a lot of strategic sense, so I think that has already largely backfired. Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times. I think it would be fairly safe to say that having American chip companies and other companies in China makes a lot of sense."
It never made any sense...
China used Nvidia because that's what it had, but they have virtually no patent law and a giant workforce experienced at making chips
Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.
Even if they start that way, it's a fork. China will do things that Nvidia isn't.
Eventually they'll diverage enough to separate, unless Nvidia is copying China, which means they'll always be a lag.
American's corporate structure is what can't compete with China. Our corporations own our government, in China the government owns the corporations. And with a one party government that doesn't have to worry about elections, they can plan decades or longer at a time. Corps by definition only care one financial quarter at a time.
Both countries have rampant corruption and can do a lot better, but having a government in charge of corps will always work out better than corps running a government.
The problem is American corps would rather lose if the only way to win is give up their power in America. Hell, we already saw with Chinese EVs that corps can just make the government outlaw competitors so they don't have to compete and maintain profits.
If a government controlled corporations, theyd be ok with domestic companies being forced to adapt, or go out of business and be replaced by a new one. In America corporations can no longer fail, and that will eventually cause the country to fail if it's not fixed.
Two parties is bad enough. I will never, ever trust a one-party government. That's like — what if conspiracy theories, but they are just public policy? Frankly not unlike our government currently, but I'd prefer more parties than fewer.
Two wings of the same bird of prey, unfortunately.
I will never, ever trust a one-party government
It depends on the party. Being able to pick from of a dozen different parties of capital is no different from picking from a dozen brands of peanut butter that came out of the same factory.
No single party won't eventually turn into a mess. Authoritarianism is never going to end well for the population.
Depends on how democratic the mechanisms of the party is. Cuba's party has only become more democratic as time has gone on, and resulted in better outcomes for the people and enshrining gay rights in a constitutional referendum, which passed with 90%+ in favor. China's party has certainly became more democratic than in the 2000s when politicians were openly controlled by business.
It's not useful to analyze parties and states in a vacuum independent of each other, the ultimate proof of how democratic a system is is whether its results favor the people or capital.
Yea when one of the "became more democratic" also involve persecution and incarceration of ethnic groups, it has failed. Again, authoritarianism doesn't work. You may have stints where it seems okay from the outside but it won't end in the favor of the people.
Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.
I agree the policy never made sense, but Chinese chips are still a few generations behind and will remain that way for a while.
China currently has a physical limit to transistor size that is enforced by the physics of their lithography machines. They are doing everything they can to use export-controlled ASML technology including rebuilding prior generational tech from the second-hand market, but that is a.K2-level sheer-face climb. Considering how much unique knowledge ASML and TSMC have, even corporate espionage can't fill in those gaps probably for a decade.
They absolutely are using homegrown chips that are lower quality and making up for it in quantity, however, using older lithography.
but Chinese chips are still a few generations behind and will remain that way for a while.
Buddy...
That's the problem.
China has "worse" chips, but they're finding ways to make them beat the "best" chips...
If China still used Nvidia, then others could rip off their gains in code and training.
But once Chinese chips are different enough, then all of the Nvidia line the west is sinking money into at an unprecedented rate becomes the guy who sank his inheritance into a Betamax rental store.
All those data centers, manufacturing, everything, obsolete.
But American companies won't admit that, because then they stop making money. And they control the American government, so no one will stop them.
We're going full speed towards a massive technological deadend, because the people driving the bus know that if they crash, they can make the government use our tax money to bail them out.
We did it, Patrick! Nvidia no longer has a foothold on China!
Stupid Jacket says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
So...what are the "brands" of GPUs that China uses/sells instead? Are they mentioned at all? And can I order one?
Lisuan 7G100 gains WHQL certification ahead of May 20 launch, production now at full steam - VideoCardz.com https://share.google/tWQSLKj7OY2pgquUC
There are a bunch, and you can't buy them retail as far as I know, but I'm sure you can find them on aliexpress and eBay.
But they're currently several years behind current nvidia chips. It'll take a couple more before they're globally competitive.
Several years behind in what sense?
AI workloads in datacenters don't care if the silicone is slightly bigger or less efficient, an AI workload doesn't need fancy instruction sets.
for use in desktops or laptops, sure NVIDIA can be years ahead but for AI stuff do their improvements really matter?
But what they do have is fuck tons of vram which is very important for AI workloads.
Nobody in China has an Nvidia GPU, huh?
What a crock of shit.
Remember when people said that we had to let AI companies get away with doing whatever they wanted "or else China would win"?
Turns out they will "win" at this stupid game anyway because they never had any qualms about breaking rules or exploiting US IP and technology in the first place.
There is a difference between “Nvidia isn’t selling cards to China” and “nobody in China has an Nvidia card”.
Plenty of stock would be going to China, just not directly.
This is the kind of old school rhetoric that is a crock of shit.
The time that China is exploiting or stealing US IP are long gone. Just look at battery technology, EV's, communication technology, pharmaceutical. China is now leading the world. Haven't you read that the CEO's from Ford and Honda stated it's close to impossible to catch up with the innovation in regards to EV's?
In regards to chips and GPUs, China is using open source technologies to advance. Are they there yet? No and that is in great part due to that clown Rutte who is in the pocket of Trump, and blocked ASML to sell in China. So they are 5 to 10 years behind hardware wise, but they will catch up.
The time that China is exploiting or stealing US IP are long gone.
Ha! Good one!
The fact is that if you manufacture a product in China, it will be knocked off, rebadged and undercut in Chinese shops, offline and online. China also continues to have no problem skirting IP laws and producing goods with popular American or Japanese characters on it.
So what GPUs are being used in China, for business and entertainment alike?
NVidia GPUs, manufactured in Taiwan and back-channelled into China's black market en masse. https://www.digitimes.com/news/a20250725PD223/nvidia-high-end-ai-chip-china.html
To say that they have 0% market share is bullshit. Spare me the propaganda.
lol 😭
