The U.S. government is reportedly preparing to let Nvidia ship its H200 accelerators to China, a move that could restore Nvidia’s influence in the Chinese AI market and reinforce CUDA’s dominance, but the question is if Beijing agrees to accept this hardware.
The CCP is going to do it’s best to force companies to use local enterprise GPUs.
This is actually a smart move on the part of the Americans, keep selling older enterprise GPUs (that are still significantly more efficient that Chinese made products) to have a caustic effect on local products.
I wonder if the CCP will simply ban Nvidia products.
China could do both at the same time, though - buy foreign products as long as it makes sense and develop theirs. I’m sure they are and will be doing the later regardless nVidia.