They'd notice a couple thousand of these if they were to vanish or never arrive. Anything less is fairly meaningless for major economies. China for example nee

They'd notice a couple thousand of these if they were to vanish or never arrive. Anything less is fairly meaningless for major economies. China for example needs epic scale numbers of GPUs to power its economy going forward. The equivalent of many millions of H100s for a $20 trillion economy looking to advance rapidly. Given the restricted production globally (Nvidia production bottleneck, with only a few places on earth that can produce something like this), until China can produce their own very high-end GPUs their economy is going to be held back by the lack of capacity. Tens of thousands of high-end GPUs slipping through isn't going to cut it, that simply doesn't matter very much. You can prevent China from getting a million H100s. You can't prevent them from getting ten thousand of them from many different sources over time.