4 ms·
Nvidia's New China Pickle: Customers Don't Want Its Downgraded Chips
- hunglee2 3y agoWe have hit peak Nvidia, which is unfortunately going to be a prominent casualty of the US tech war on China. Loss of the China market - by far the largest single market for Nvidia - can only be accelerated with the latest, seemingly impromptu, restrictions on chip exports - Raimondo very clear that she was prepared to play whack-a-mole on whatever denuded products Nvidia would create to get under the restrictions. Export restrictions are like inadvertent protectionism for the people you are hoping to damage. The emergence of Chinese competitors is guaranteed, who will go on top secure the domestic market, then out scale Nvidia to address the emergent market economies.
- yorwba 3y agoI doubt that being unable to physically import GPUs will actually cause Nvidia to lose the market. After all, they can be virtually imported by building a compute cluster in a third country and accessing it over the internet. If the companies not buying nerfed Nvidia products are instead using significant numbers of domestically-produced alternatives with better performance/price ratio, that would be a bigger deal.