Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-17/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
wussupi83 Even if they could use these Nvidia chips it might be some face saving not taking them at this point. Reply
-Fran- The moment Jensen cozied up to the current administration, this was bound to happen. Let alone the phrase "make them dependent on USA tech". Like… Why even say that at all? Did Jensen think China would just nod and laugh with them? Regards. Reply
wussupi83 -Fran- said: The moment Jensen cozied up to the current administration, this was bound to happen. Let alone the phrase "make them dependent on USA tech". Like… Why even say that at all? Did Jensen think China would just nod and laugh with them? Regards. China was always going to push away from external engineering and opt for it's own domestic silicon when it's tech and manufacturing capacity was ready. The current administration didn't change that, just forced things to move at an accelerated pace. Reply
-Fran- wussupi83 said: China was always going to push away from external engineering and opt for it's own domestic silicon when it's tech and manufacturing capacity was ready. The current administration didn't change that, just forced things to move at an accelerated pace. Given history and how much external tech they currently have and use, I'd say you're wrong. China is using Russian tech and improving on it, plus their own in-house things, plus other western things as well. Technology is one of those things close enough to the military that you want to have as much in-house as possible, so while for military applications it makes 100% they would, this goes beyond that. China, if I had to venture an educated guess, saw that and read the message on the wall very clearly and just reacted accordingly. I'm not trying to defend either side here, but just stating what I think is the more plausible reaction to what Jensen said. It doesn't take a friggen genious to understand that phrasin would ruffle feathers over there. Regards. Reply
PEnns "The CCP is facing a dilemma here…." I'd say this administration and NVidia are facing a bigger dilemma here! Administration: "Don't export anything like that to China!!" Nvidia obeys. A few days later: Administration: "It's OK to export them to China!" Nvidia, again, obeys. Now China doesn't want to buy US/ Nvidia's stuff….. Guess who has the bigger dilemma!! 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-still-hasnt-sold-a-single-h200-to-china-nearly-three-months-after-getting-the-green-light-from-the-white-house-u-s-commerce-official-says-department-hasnt-approved-any-sales-during-a-house-hearing#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.