Nvidia sells everything they make at whatever margin they decide already. That's exactly why his warnings should be taken seriosuly because it's not based on short term $$$ but PRC creating medium/long term rival to Nvidia because they have the talent and sooner than later, semi industrial base. More seriously now that CCP is basically telling domestic companies to go local instead of Nvidia.
China has already recognized that computer manufacturing is a national security concern for them. So they will continue investing in Huawei regardless of whether Nvidia sells to them or not. Huang knows this pretty well and just wants to sell to China while Nvidia is still in a prime market leader position. It makes sense from his angle to say “sanctions are useless” and “were going to be caught by China anyways, so might as well make a buck while we can.”
To be frankly honest, as a non-American I actually would like a Chinese competitor to NVIDIA, since they have a monopoly on GPUs and can attach whatever ridiculous price they want to it! I for sure would like cheap GPU computing to the masses...
maxglute|3 months ago
charintstr|3 months ago
cyber_kinetist|3 months ago