3 ms·
You think Intel, AMD and NVidia aren't? It's a carrot not stick model over here, but they're absolutely arms of the government and this is squarely in the real
by analognoise 3y ago
You think Intel, AMD and NVidia aren't?
It's a carrot not stick model over here, but they're absolutely arms of the government and this is squarely in the realm of industrial policy. Everything else is pretend.
Intel is supposed to capture how many billions from the CHIPS act (alone - then add in state subsidies) and NVidia can't sell it's most powerful GPUs to China (they have capped memory bandwidth of 600GB/s).
AMD tiptoed around x86 designs in "mainland" China through a complex subsidiary agreement - and none of those designs were the most complex (they were reduced in various ways).
The gloves are off and we've stopped pretending it's a free market.