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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
vinay2070 Jensen saying that? Is he hallucinating? He's done everything to bypass sanctions and release GPUs close to the original config with slight core and memory changes. Reply
yahrightthere How many GPUs is Super Micro Computer Inc Co-founder Yih-Shyan “Wally” Liaw accused to smuggle $2.5 billion in NVIDIA-powered AI servers to China. Common Jensen time to wake up and be held accountable for being ignorant. What you say and what is happening or has been done are two different things. Reply
Shiznizzle The US will lose this AI race. They do not even have the infrastructure to power what they have in GPU's and CPU's let alone the fabs they want to build. Then there are these nasty people called citizens who do not want these data centers, rightfully so, in their neighborhoods. These citizens will throw you out of office now by means of recall's if you vote against their wishes not to have data centers. About time that elected officials start being afraid of the voters. Over 900 GW of power introduced in china just last year alone i think i read this last month. While the US may have the chips, they cant power them and china will catch up eventually. It took them a year and a half to totally drop US chips. This bubble will pop but will the government be forced to bail out private companies yet again as they are too big to fail? Reply
upsetkiller Ah the gasps of a dying empire. China has already overtaken usa in most key science fields , this is inevitable. The champions of fair competition and trade reduced to the least trusted entities that will do anything in their power to sabotage other emerging regions. Reply
nrdwka Isn't it the same Jensen complaining few days ago about "0 share in China GPU ai market"? 🤣 Reply
thisisaname In the long terms China's "China First" policy means China wants to make it all themselves. Reply
SkyBill40 They shouldn't have those AI GPUs… unless Huang can find a better way to make more money in them being sold to China. Clearly he has an interest in seeing them there since they've already been sold to China. If he felt that strongly about them not having them at all, he would have made that a focal point. Reply
American2021 Wake me up when Nvidia no longer uses Chinese facilities, and partners who use Chinese facilities in its supply chain. Reply
BulkZerker vinay2070 said: Jensen saying that? Is he hallucinating? He's done everything to bypass sanctions and release GPUs close to the original config with slight core and memory changes. He knows what he said, he wants to restrict China from LEGALLY obtaining the most powerful chips so they have to pay a smuggler… That Jensen will sell the chips to at an inflated price. Everyone wins. Reply
derekullo vinay2070 said: Jensen saying that? Is he hallucinating? He's done everything to bypass sanctions and release GPUs close to the original config with slight core and memory changes. Reverse psychology lol. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-jensen-huang-says-china-should-not-have-blackwell-or-rubin-ai-gpus-firmly-states-us-should-have-the-first-the-most-and-the-best-when-it-comes-to-ai-hardware#main
- https://www.tomshardware.com/subscription
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