Trying to strangle China using Nvidia chips is exactly the same mistake being made by the USA against Huawei. When Trump refused to sell top end Nvidia chips to China, it just made China more determined to overcome the problem by attempting to make its own, now even intent on cutting off China's tech firms from using Nvidia chips. The message from the Chinese Government was clear enough, that if Chinese tech firms can find alternative domestically made chips, import of foreign chips will be curtailed. That message probably gave Jensen Huang sleepless nights.
Trump thought he was playing the winning card, trying to project a semblance of having the upper hand by giving permission to Nvidia to go ahead to sell H20 and H200 chips to China. China did not even take up the offer, excusing itself by citing its fear of backdoors in those chips, apart from other reasons. But the harm had already been done, and China has put in place restrictions to prevent Nvidia H20 and now H200 chips to be sold on the Chinese market. Nvidia can sell those chips to McDonalds, while Trump can add them to his bumper burger orders like potato chips.
Jensen Huang made a wasted trip to China. The market for Nvidia chips in China is gone for good. It is not temporary. It is permanent.
Anonymous
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As I said earlier, China is never going to fall into the trap of buying into USA technology again where it can make its own. That goes for Nividia most of all. China is weaning itself from relying on USA technology going forward. Making better chips is just a matter of time and that indicates to the USA that its dream of curbing technology exports to China is going to be a moot point eventually. People can bet against it.
What does not kill China will make it stronger, more resilient, more determined and more innovative with strong support by the Chinese Government. Huawei proves the point and now even Ericson and Nokia have admitted that Huawei is the peer competitor in the global telecommunication sector. I think they forgot that Huawei is now not just a telecommunication giant, but also moving into chip manufacturing and EVs as well. Think about how innovative Huawei has become, reinventing itself when the USA tried to kill it.
It is just a question of time that China will quietly dominate even the chip making machinery that only ASML excels in right now. What is humanly possible to make is humanly possible to be replicated and made by others? That is just human ingenuity, nothing of a miracle if you want to call it. Just like making the bomb, with so many countries now capable of making one.
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