Exactly right! This why China is banning the chips. They caught up in hardware and now need to catch up in software. If they continue to allow people to use NVIDIA chips, then their software will never progress as they won’t have users to optimize them.
This is more a tit-for-tat with Trump tariffs and trade embargoes. I don’t think the Chinese state leadership cares about going heads up with NVIDIA in the public market, even if they’re hosting the inferior brand (for now). They’ve been operating as a second-best option in manufacturing and tech for decades as they built up their capacity.
But this kind of power move is a kick in the teeth to some of Trump’s wealthiest supporters. It gives Chinese diplomats enormous leverage as they go into another round of trade negotiations with a country whose economy increasingly revolves around making and selling chipsets.
Edit: Incidentally, NVIDIA has $165B/year in revenue and a $4.5T market cap. Just think about that for a minute.
It’s not just the chips that keeps NVIDIA ahead, it’s the 20ish years of optimizing their software across every industry.
Exactly right! This why China is banning the chips. They caught up in hardware and now need to catch up in software. If they continue to allow people to use NVIDIA chips, then their software will never progress as they won’t have users to optimize them.
This is more a tit-for-tat with Trump tariffs and trade embargoes. I don’t think the Chinese state leadership cares about going heads up with NVIDIA in the public market, even if they’re hosting the inferior brand (for now). They’ve been operating as a second-best option in manufacturing and tech for decades as they built up their capacity.
But this kind of power move is a kick in the teeth to some of Trump’s wealthiest supporters. It gives Chinese diplomats enormous leverage as they go into another round of trade negotiations with a country whose economy increasingly revolves around making and selling chipsets.
Edit: Incidentally, NVIDIA has $165B/year in revenue and a $4.5T market cap. Just think about that for a minute.
Optimization? Did you mean to write monopolistic, anti-competitive, and unethical practices?
Because if there’s one thing Nvidia knows how to do, it’s to play dirty.
Right…optimizing their software to generate revenue and increase vendor lock-in, that’s how we optimize during the Enshittification Era