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China is restricting purchases of H200s. The strong likelihood is that they're doing this to promote their own domestic competitors. It may take a few years for
by matthewdgreen 9mo ago
China is restricting purchases of H200s. The strong likelihood is that they're doing this to promote their own domestic competitors. It may take a few years for those chips to catch up and enter full production, but it's hard to envision any "trillion dollar" Nvidia defense empire once that happens.
- bigyabai 9mo agoIt's very easy to envision. America needs chips, and Intel can't do most of this stuff.
- zozbot234 9mo agoIntel makes GPUs.
- bigyabai 9mo agoIntel's GPU designs make AMD look world-class by comparison. Outside of transcode applications, those Arc cards aren't putting up a fight.
- irishcoffee 9mo ago...if you can't be with the one you love, love the one you're with?
- pjmlp 9mo agoIntel's GPU story all their life.