Jensen Huang says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
1d 23h ago by lemmy.zip/u/stumu415 in technology from www.tomshardware.com
US export restrictions bite.
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.
It wasn't really Singapore-based; the Chinese company relocated to Singapore to circumvent the Chinese regulations on sales to the US, that's why they put a stop to it
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.
And American attitude is turning the world away from them. If China comes up with good chips, I think they have a huge market. People dont trust US technology now.
Huawei made excellent laptops until US shut them down. Its always the US. And they are always spreading fear about China spying, while having backdoors into American technology themselves.
I'm thinking that there is not a single American strategy to try and keep ahead of China which is not some form of bullshit, be it the "scare" of "Chinese backdoors in Tech" to try and convince other countries not to buy Chinese Tech or the desperate, desperate, oh so desperate attempt at turning into a Future-defining Tech an American-dominated subset of ML (that's been called AI and treated as if it's genuinelly intelligent) being propelled by America's until recently highly successful Tech Investment environment, all of which failing because of that kind of ML's inherent limitations and because said Tech Investment environment is nowadays mostly Fraud so overpromised and kept pushing as "the Future" well beyond the point it proved its inherent limits what's de facto a failed prototype.
I have no doubt in my mind that America, right now, has failed to grab the Future and is already fading into irrelevance, and this not even a Trump thing even though he definitelly expedited it.
I just hope the corrupt crooks that pass for politicians in this side of the Atlantic (Europe) don't drag us down with America.
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.
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.
Ironically, it may actually be Trump who brings about the rapid global adoption of EVs and renewable energy because of his stupid war with Iran and his tariffs. The rest of the world is fed up with having to rely on fossil fuels and they are dramatically ramping up both EV adoption as well as renewable energy.
I get the feeling that the US and Russia will be the last countries to fully adopt electric vehicles.
Meanwhile Trump is paying companies in the US to shutter wind turbine projects.
Yah, I think of it as Trump's own goal.
Environmental progress through massive incompetence, ego and fraud. Actually rather a nice capstone to Pax Americana.
Steve from GamersNexus is the only one I can recall that is actually exposing Jensen's bullshit
I have no love for the Chinese Government, but boy do I hate American oligarchs more.
Uh wait uh Mr Jacket Clown Man, wasn't this kind of your plan?
https://www.forbes.com/sites/saradorn/2026/03/25/trump-taps-zuckerberg-huang-and-ellison-for-white-house-ai-panel-report-says/
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.
- Mr Jacket Clown Man, at some point, presumably.
Absolutelly, these are the consequences of Jensen Huang's "strategy" and he's just doing the usual trick of such inept high level managers when the mid and long-term consequences of their strategical ineptitude catch up with them of trying to distance himself from the consequences of his success in shaping American policy (by, lets be fair, just following other inept CEOs of other large Tech companies in the US).
IMHO the single biggest external visible marker that a CEO is strategically inept (i.e. incompetent at the core skill that differentiates mid from upper management) is how talkie-talkie (call it "salesmanship", if you're being generous) is their "solution" for everything.
I really hope NVIDIA and its shareholders suffer hard for giving the job of a strategist to a salesman.
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.
Democracy is broken now. It used to work but whatever it has evolved into now doesn't. Both sides don't work together for the better. How long does anything take to do? It is insane and when one side gets in they just cancel everything the other side did its pathetic.
That's mostly just Trump. He's a complete moron, and tbh we will probably spend a decade or two undoing the stupid shit he has done — if we can. A lot of this bullshit we are stuck with until there is a big shakeup of the Supreme Court.
Absent Trump, however, mostly the efforts of both sides carry forward. Also, the world is a plate spinning on top of a pole. At any given moment, it threatens to topple, and we need parties to adjust the axis so everything keeps spinning. If it gets yanked in one direction, the wobble gets really bad and we risk the plate falling. One party really only pulls in one direction. Two parties really only pull back and forth. Multiple parties would do a much better job of finding the center where everything keeps spinning smoothly.
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.
No system that challenges Western hegemony could ever "work" so long as your perspective is grounded in its propaganda.
Say whatever you want about the west, it doesn't automatically make authoritarianism good or better.
It's less about how good/bad the West is and more about your perspective being influenced by the West's media sphere.
For most Western leftists, the only kind of revolution or movement they support are failed ones. The moment a movement actually succeeds and starts asserting control of it's own resources, you can count on hearing all about its worst aspects, if not outright fabrications, while the positive things get minimized, ignored, or "but at what cost" 'd. On top of this is the fact that some people have some perfect rosy ideal that could never exist because it fails to account for real world problems with no easy answer that you'd have to contend with in practice.
The result is a completely backwards analysis where failures are idolized and successes are seen as cautionary tales. Y'all also seem to think you're the first people in all of history to ever have the idea of "freedom good" occur to them. Which I mean, if you don't, and your approach works, then what do you have to show for it?
Evil authoritarian China lifted 800 billion people out of extreme poverty over the last 40 years. It has gone from one of the poorest countries on earth to one of the most powerful, it has established an alternative economic sphere which gives non-aligned countries choices on who to deal with (while often forgiving the debts of poor countries). But some sources in the West say they persecute minorities, and do you actually apply an ounce of skepticism to those claims? Do you critically evaluate the pros and cons and come to a nuanced, realistic evaluation of the country? Or do you just knee-jerk accept it and condemn them, wholly and without question?
It sounds like you are concentrating too much on comparing to the west and you need to look individually at the countries. The odd obsession with bringing up the west non stop is unnecessary.
Literally just spent that entire comment explaining that I'm not "comparing to the West," and the legitimate reasons I have for bringing it up. It's abundantly clear you didn't read any of it.
You're just doing the equivalent of responding to anything I say with, "The DOW is over 50,000."
Yeah I saw you said that but then you went on to compare. As you did all the previous posts. You don't get to just say I'm not doing this and then do it and think that is illogical answer. So you do you and keep supporting authoritarianism for some reason?
but then you went on to compare.
Quote the part where you think I'm comparing, because I have absolutely no idea what you're talking about.
You don’t get to just say I’m not doing this and then do it and think that is illogical answer
You don't get to make shit up and claim I did something I didn't do.
So you do you and keep supporting authoritarianism for some reason?
More evidence you didn't read a word of my comment.
Lol just read your post again dude. You don't make it past the first sentence. Just stop, the far majority of people don't want your shitty authoritarianism. We don't want fascism, we don't want authoritarianism.
More parties is a disaster. The Netherlands is a prime example. Hundreds of parties so no one ever has majority which means they always have to do a coalition. And if course that means hardly anything gets done because there is never consensus. And you can count how many times in the last decade, the Dutch government either resigned or fell. That is why it's a bit of mess and people have totally lost faith in politics in the Netherlands. The Dutch actually have a real pedophile party - much smaller than the Republican party in the US - but still. There is a pirate party, animal party, party against citizens.
At least in China, shit gets done. There are 5,10, 15 and 25 year plans and generally the government doesn't deviate from it. Of course every year they discuss and make adjustments but the main points remain. In China's case it's self reliance, green energy, technology, infrastructure and social security and services. Makes it easier for business to better anticipate and innovate as you know what the goals are.
Dutch voting form the size of a newspaper
That photo shows a paper with all eligible representatives for all eligible parties for that election. We don't have "hundreds of parties" (although we have, IMO, too many — but a fair few of them are splinter fractions on the right).
Don't spread bullshit, please.
One-party is awesome for you if who you like is in power (or you don't even think about it). But when they aren't and/or times are not good, the only way to change is through coup or civil war...not fun, especially in complex societies.
Voting doesnt harm ruling class, changes nothing
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.
If america only had a guy in office who understands, and is good at, business, then we'd be okay. /s
"We shouldn't do business with China" is a bipartisan approach to foreign policy at this point. Like, cutting the Chinese economy off from high end processors and chipsets is a decision that goes back to the Bush 43 administration. And it's worked, in so far as we've actively discouraged the largest chipmaker to sell to Chinese firms.
But the consequence has been a rapid proliferation of Chinese chipmakers and an explosion in Chinese tech R&D in the fields of chip fabrication and design. Turns out you can't just cut 1.4B people out of a market forever. Certainly not 1.4B people with a sprawling university system and a massive home-grown tech industry hungry for microprocessors.
They make pretty good stuff, too, and it's often more affordable. Had several Xiaomi products in the past, and so far I'm very pleased with my Huawei watch.
Yup. For all the making fun of chinesium (socially acceptable racism often when people talk about chinese products. Very clear when one scoffs at a taiwanese product as being trash because chinese but then walks it back when they learn it's of taiwanese origin), in my life I've seen chinese phones, audio products, and cars go from scoffed at to being well regarded in enthusiast communities.
I saw it in other hobbies of mine. Not long ago people only talked about Japanese and German chef knives - Chinese knives must be trash. Then eventually people started to try out Chinese knives that weren't just grocery store bargain stuff. Now progressively people are trying knives from Vietnam. Turns out people have been making knives in these countries for thousands of years. Not as bad but maybe worse is when a person I knew told me they were at first surprised to learn movies were made around the world rather than just being in hollywood, english language. Went from American and European made video game peripherals dominating to more and more chinese competitors like 8bitdo, aula, whatever.
In my lifetime, earlier if it said made in South Korea of made in Taiwan, the assumption was poor quality. Hyundai was scoffed at until like the mid 2010s in my experience. I'm told Japanese products were scoffed at as poor quality until like the end of the 70s and then you had major strikes and violence against Asian American people in the rust belt as anti-Japanese sentiment primarily in regards to competition for autoworkers and steel. Now Japanese made is fully regarded as high quality and the desire to compete in quality+value+parts+serviceability doesn't seem to be of much interest to US or European automakers (that parts availability and serviceability is major)
I imagine it the same as decades back with Korean and Taiwanese made goods, you get you pay for. If you start on the premise that a $200 Chinese product should be as good or better than like a $500 American product, that's a nonsense expectation to have. People will go from a $1200 iPhone and use a $200 Ulephone and determine that $800 phone from a company with a Chinese sounding name, name of their CEO, are trash unless it turns out that that Chinese sounding name company is headquartered in Taiwan or Singapore
China makes great stuff, we just don't see it here often, the cheap junk with "Made in China" stamped on it is disposable garbage or scam knock-offs of a better product from somewhere else.
The maddening thing is that the anti WTO protesters said this would happen, then it did, and now that China is an economic power house the general policy on offer - rather than meet the situation we created on its own terms - send to be a return to mercantilism and a general retreat from the pax Americana.
I was there in the PNW protesting WTO and getting tear gassed as a college student. I believed that the WTO prioritized corporate profits over labor rights, and just allowed them to ship jobs overseas. I'm sad that I was right.
I was too young to be in the thick of it, but I participated. It wouldn't be until a decade later that the pieces started to come together for me. It's weird to grow up gradually realising you're from not one but two of the wickedest countries in history.
What is your second country?
(っ˘<(ꏿ﹏ꏿ;) US/UK
Funny, I just noticed that sounds like "u suk"
The WTO was always a modern form of merchantilism, predicated on the theory that Wall Street financiers would functionally control the global stock of capital in the end.
The China Problem is, at its root, that too much capital is owned by Chinese nationals. We had similar problems with Japan and Korea in the 80s and 90s, and solved this by forcing them to devalue their currencies and take on loads of foreign debt - both private and public - while hooking themselves up to the Saudi well-head for their energy needs.
But the Seattle protesters never really got a head of steam behind them, because Americans did benefit from all these cheap imports more than they suffered. Like, its hard to talk to a guy making high-six figures in the Bay Area or at Microsoft or Apple campus that they'd have been better off working the textiles or lumber industries or making low-margin electronics.
This was a real J. Sakai "Read Settlers" moment. Very hard to convince colonial settlers to vote/organize against what was their generation's own best interest. If anyone should have been protesting (and quite a few did but certainly not enough), it was folks in Bangladesh or Malaysia or the Philippines, since they were the ones who ended up eating most of the global industrial era shit sandwich.
Now we're faced with Chinese economy that gets to both make a bunch of high value high demand components and domestically consume it, though. And that's not nearly as good a deal as what the post-'08 US economy has to offer.
I mean, that could have worked out, but instead they picked a reality TV star whose producers had to redecorate for the show because everything Trump builds looks gaudy and cheap and only knows how to make money by laundering theft and scams through failing businesses before writing them off and running.
They also had to hire someone to change Trump.
everything Trump builds looks gaudy and cheap
Precisely! This is nothing but insult to injury.
All this means is that China is now spinning up their own lithography machines so you'll eventually be able to buy a 512GB stick of DDR5 on Alibaba for $8 + $20 shipping.
insha'Allah.
ASML makes the machines and they're restricted from exporting to China. Does China have the capability to make comparable ones itself?
A lot of companies make lithography machines, ASML just makes the best ones.
As of 2023, China has domestic companies who have made 28nm process nodes: https://www.tomshardware.com/news/chinas-first-28nm-capable-scanner-to-be-delivered-by-end-of-2023
This was top of the line around 2010. So in consumer tech terms: Apple's A7 SoC (iPhone 5S, iPad Air), Intel Sandy Bridge/AMD Bristol Ridge and DDR3 RAM .
They have better machines in production, they just cannot manufacturer them domestically. Using those machines they're producing:
- 14nm (2014-2019 era, Intel Broadwell-Coffee Lake, Ryzen 1000/2000, DDR4), Mass produced by SMIC
- 7nm (2018-2021, Apple A12/A13, AMD Ryzen 3000/5000, faster DDR4), Limited production at SMIC
- 5nm (2020-2023 iPhone 12-15, AMD Zen4, DDR5-4800), currently in development/low yields ~20%
They do not have any EUV (sub-5nm) capacity domestically.
China isn't that far behind current generation chips and most people are probably using devices with 14/7nm chips in them due to the AI bubble eating up all of the newest process chips and driving prices out of reach of consumers.
Those are the entirelly the predictable consequences of America getting away with blocking the sale of such machines to China.
What the fuck did those strategically inept morons expected: that a country the size of China which trains TONS of Engineers would in an area were progress has actually slowed down a lot just give up and go "yeah, we'll yield to the will of America and accept that our future is making plastic gadgets" rather than try to catch up to a competition that's barelly moving forward???
Maybe the brainrot of Racism and Nationalism made those acephalic idiots think that Chinese are somehow inherently inferior to "our people" and couldn't possibly figure out by themselves how to progress in the area of chip making.
do you think they won't soon?
how long is Europe going to continue to do US policy just to screw China while being directly threatened and witnessing the US lose a war in Iran?
Europe can't do shit unless we cut ties with US tech. Reality is, we can't antagonize Pedonald too much, or he will cut us off. Companies and governments are still too dependent on Microsoft and other US tech. Without access to that, they would be fcked.
Poor fella. Put nvidia on food stamps I guess.
We did it, Patrick! Nvidia no longer has a foothold on China!
They paid for this. They bribed and colluded and this is what they got. 4D chess 6D cheese
Good thing you spend last year sucking his little mushroom, Jensen.
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.
Chinese AI labs kinda seem like a plot twist in LLM evolution. Their models are quite capable now. They're not at the levels of American labs' flagship models yet, but the gap has been narrowing quite a lot.
When OpenAI and Anthropic models are only marginally better, but much pricier, then I would think they'll gradually shed users (followed by investors).
Ironically, I could imagine a possibility of Nvidia "saving" American AI. If they can take the lead with Nemotron (in like a "post-OpenAI/Anthropic" future when open-source models dominate), then maybe they can survive on chip sales... Though they'd probably have to compete with Chinese chips at that point.
I don't plan on forgiving Nvidia or Micron or anyone else who sold us out to get in on the debt transfer scam that is propping up the US economy, the bubble will burst, and I hope they all go down in flames with it.
Chinese Big Tech isn’t really known for innovation, they take existing tech and push to make it more efficient by just throwing people at the problem. It’s basically because they have a culture where critical thinking is not welcome. Makes it difficult to think outside the box. It’s why they still haven’t gotten an EUV machine out of the prototyping phase
Their only real innovative industry is their battery industry.
This is the same racist bs we told ourselves about the Japanese and then the Koreans. Obviously only Americans have the Innovation Gene
This is a racist fairy tale that will get you pwned.
This is moronic and entirely divorced from the facts. Look at key players in the Chinese LLM space like Deepseek: it’s a tiny team of less than 200 people, building models that rival US tech firms with thousands. They make breakthroughs by pushing research first and intensive planning, rather than brute force. These are immensely innovative and creative teams with a great approach to R&D and engineering above all else
Well..those engineers were all training in the USA at MIT, Stanford, etc. but got the boot in 2025.
This wouldn’t really negate what I’m talking about in terms of their organizational advantages or the argument I’m making about them not just “throwing people” at the problem. But also, I don’t see any evidence that this is true; it seems their hiring strategy is to grab researchers that recently graduated from top Chinese universities as their talent
As far as I understand it is decently true, but not to the extent that they would be incapable of doing what they're achieving. Either way you're right, it doesn't refute your claims in any way - those researchers are still doing work in China for Chinese companies, regardless of where they got their education.
Chinese Big Tech isn’t really known for innovation
Innovation under Pressure: China’s Semiconductor Industry at a Crossroads
For the first time among those watching these issues closely, the technological “choke point” strategy adopted by U.S. authorities across the late 2010s and early 2020s has now been shown to have failed, as Chinese government and R&D officials, as well as key state-backed and private sector firms, have been able to respond to the challenge forcefully and effectively. Leading the response are key policymakers: Vice Premier Ding Xuexiang, and the semiconductor team at the National Development and Reform Commission (NDRC), overseen by Vice Minister Xiangli Bin. A new AI-focused group at the NDRC overseen by Vice Minister Huang Ru is also increasingly important, as semiconductor and AI-related industry policies increasingly dovetail.
...
Leading domestic foundry SMIC, for example, has faced pressure to manufacture Huawei’s most advanced chip designs by stretching existing foreign equipment to its limits. This includes deep ultraviolet (DUV) lithography systems supplied by the Dutch firm ASML, which are being pushed beyond their intended capabilities, often resulting in low and inconsistent yields. The urgency stems from Huawei’s need for system-on-chip (SoC) processors for its consumer devices—especially smartphones, as well as for advanced AI chips in its Ascend 9XX series.
Remind me, again. Who else was experimenting with deep ultraviolet (DUV) lithography at scale prior to 2024? Who else was a front-runner in developing and deploying system-on-a-chip or AI embedding?
That's before you get into the EV sector, SMRs for bulk shipping, or the Chinese airplane and aerospace development.
India, Korea, and Japan have all been in a scramble to keep up with the Chinese industrial programs. Meanwhile the US/EU don't even seem to bother trying.
I doubt it's the "culture." It's just that they used to specialize in making things for the lowest cost possible. That's changing bit by bit. DJI is best in class for example; no other consumer product comes close. They are also leading in many scientific fields.
Officially, sure. But we know for a fact massive shipments of Nvidia's workstation graphics cards have been coming to China for a while. So good job making it slightly more expensive for Chinese companies, I guess?
Sure. Second hand with a commensurate markup.
But, at this point, is China importing more GPUs than it exports? Having a hard time finding the numbers. But I wouldn't be surprised if Nvidia is facing the same problem in a couple of years that US car manufacturers are facing today - Chinese competitor products selling for 1/5th the price of the US models globally, while the US manufacturers complain about raw materials constraints and labor shortages that Chinese firms don't grapple with.
Oh, that will definitely happen in the near future. At least one Chinese company is already making solid GPUs, but with terrible drivers. Once they work on the software side, they should be viable for everyday use. Probably no competition for a 5080 or 5090, but lower models at half the price.
Probably no competition for a 5080 or 5090
Don't blink or you'll miss it when it comes.
Good.
I hope he trips over a curb and shatters his mandible.
Most of the policies from this administration are failing.
wasn't the chip ban from the Biden admin?
Yes
Duh. Get out competed bozo
No shit Sherlock. The smart voters were telling you MAGA was going to fuck everything up.
The upside of living in a fantasy world like trump does is that you can fuck around all you want and everybody else finds out. How long has trump been in Brazil?
So...what are the "brands" of GPUs that China uses/sells instead? Are they mentioned at all? And can I order one?
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.
But what they do have is fuck tons of vram which is very important for AI workloads.
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?
Well we all don't have a government pursuing renewable that makes power costs predictably drop over time. Efficiency matters when I'm looking at my power bill thay went up because of a near by data center being built
That sucks for Chinese residents if the power company will jack up their prices, but is it going to make a huge difference in an industry where all companies are losing money to pay slightly more for the electricity?
Lisuan 7G100 gains WHQL certification ahead of May 20 launch, production now at full steam - VideoCardz.com https://share.google/tWQSLKj7OY2pgquUC
Stupid Jacket says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
No Chinese leather jackets for Jensen. :(
GPU from Temu when ?
There's the MTT S80 (First PCIe Gen 5 GPU lol) which is the consumer grade version of Moore Thread's enterprise GPUs like S4000, but the problem is that they trade off super cheap VRAM and PCIe bandwidth for low compute power compared to even antiquated stuff from Intel, AMD, and Nvidia.
They're actually a great choice if you want to run AI/LLM stuff for really cheap, and Moore threads has their own CUDA knockoff called MUSA which iirc does have support in the various LLM backends available. Back when they released, it was going for something like $160 in China and ~$200-250 online. Could easily pool the VRAM, though finding a mobo+CPU combo with enough PCIe lanes to spare meant you'd most likely not be taking advantage of more than maybe 2 or 3 cards in one tensor parallel split.
China's domestic processor production is still catching up, so even though they have access to high speed RAM and all the latest standards, they don't have the cores to match.
Their last KX7000 x86 CPU was comparable to a skylake i5 or i7, but just with newer standards like DDR5 and PCIe gen 4. So they're about 7 years behind based on that estimate.
I watched Gamers Nexus where they tested those Chinese made GPUs. They were absolutely shit, and weren't even half of what they claimed.
Which one ? There is only tear down video https://www.youtube.com/watch?v=qGe_fq68x-Q
Sounds like he needs to get some Palantir ghoul on stage with him at his next keynote.
Hmmmm, I think I'll have to ask Justin help me express my feelings
Not really true I don’t think. All the new Chinese models run too well on the Blackwell architecture.
lol 😭
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.
https://www.analyticsinsight.net/tech-news/chinas-gpu-breakthrough-a-real-threat-to-nvidia-or-just-catching-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.
they still do in alot of areas,