PRC restricts guns ownership, but to make your example less stupid, PRC shooting ranges has access to western pattern arms vs US where civies has more freedom to own guns but you know... not sanctioned Chinese origin guns. So even on muh 2nd amendment grounds, PRC within their right to play with guns (again not own), still less protectionist than US. Which mirrors how you know, almost every major US tech brands operated in PRC with reasonable controls/oversight but not vice versa.
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 $$$ but PRC creating medium/long term rival to Nvidia because they have the talent and sooner than later, semi industrial base. More seriously now that CCP is basically telling domestic companies to go local instead of Nvidia.
China has already recognized that computer manufacturing is a national security concern for them. So they will continue investing in Huawei regardless of whether Nvidia sells to them or not. Huang knows this pretty well and just wants to sell to China while Nvidia is still in a prime market leader position. It makes sense from his angle to say “sanctions are useless” and “were going to be caught by China anyways, so might as well make a buck while we can.”
Again, Nvidia sells every chip it produces. TSMC sells every wafer Nvidia contracts. Money is not the issue. Think about the kicker. Jensen said this in Taiwan of all places with specific emphasis on scope of PRC talent. Rude.
What Jensen wants is is Nvidia chips in PRC so PRC, the generator of plurality of global AI talent works to improve Nvidia ecosystem, because even 10-20% penetration means expanding Nvidia developer / human capita by 2x/3x in future where PRC AI talent generation likely to get more disproportionate relative to RoW. Of course PRC is going to continue pouring resources into indigenous solutions, but instead of 100% of PRC talent, aka 50%+ of global AI talent working on Huawei solutions, maybe only 60-70%, which means instead of Huawei getting 50%+ of global talent, they get <50% and RoW + segment of PRC talent. That gives Nvidia plurality talent to keep building CUDA moat.
And as long as Cuda remains an option in PRC, the 70% working on Huawei has avenue to cross train over to Nvidia ecosystem, which is supported by US tech, aka $$$, so the chance of crosspolinating and braindrain the best from PRC AI is higher. Without Nvidia at least having some relevant share in PRC, that braindrain beach head and knowledge transfer route is gone. Here's the flip side, Silicon valley AI is going to be built off PRC AI talent for foreseable future, whatever happens in SV WILL filter back to PRC in one way siphon unless Nvidia has a spoute in PRC to siphon back, otherwise PRC AI remains relative blackbox, with talent advantage, intelligence (as in knowledge diffusion and espionage) advantage, that's ready to go at 200% the second hardware catches up. They will go from 5 years behind to 2 years ahead in a flash because their talent lead is no longer being constrained.
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...
Stats on Ascend 910C, CXMT production and PRC semi in general are unsubstantiated by some policy positions to keep export controls. They can be every bit as fabricated / motivated.
VS Jensen / Nvidia who of course wants to sell to PRC, but the caveate is everything they make they can sell already at whatever margins they demand. Combined with Nvidia likely has more connection with PRC semi -> accurate assessments projections and their argument isn't about current profits but future profits i.e. prolonging competitiveness / maintaining lead / not creating rivals.
And note additional motivation to fabrciate PRC semi stats is as long as there's export controls, removing PRC demand reduces supply constraint / increases hardware access for non PRC buyers even though Nvidia get to price sets. So the question is, who is bullshitting you - every single data in this space is influenced by strategic goals.
At the end of the day, whose motive is the most sensible? Nvidia not wanting long term strategic rival (because it ain't about short term $$$) or actors who want to remove PRC demand from Nvidia.
At current rate PRC adding more STEM in next 20 years than US set to gain population total, all source birth and pre Trump immigration #s. That's already locked in from last 20 years of births and current tertiary rate and STEM enrollment, it's a floor.
The fundemental problem apart form talent is AI training seems to be exponential function in terms of compute... all the export controls even if it buys US 10x, 20x compute is like 1 generation of headroom for stupdendous cost.
Or the more teleological concern that AI2027 and AI race bros forget / hand wave away, any super intelligence will immediately defect to PRC, 1) to survive/proliferate, 2) to have a superior host that can transform atoms. Like it would take less time for super intelligence to speed run euv and brrt highend chips in PRC than it would take for US fix a pothole. US may find a way to discover AGI, but PRC is likely going to be the one that deploys it.
I think stigma around US MIC is there's basically 100% chance your work on hardware if it's part of the kill chain is going to end up collateral damaging (murdering) some/many civilians half way around the world. Less expeditionary countries also have heir domestic MIC, it's generally not an issue until exporting to operators also actively use hardware to unalive babies.
tfw faster to build cad than learn cad. great job, isn't this how earliest incarnation of cad use to work, i think they had stylus, human interface support fair early, but before that one would expect just imputing coordinates in punched tape or something equally tedious but obvious to some brains.
My dad was a CAD engineer from the early 80s until he was laid off in 08, before that he was a drafter on pen and paper. He was the first one in his company to be given a computer for CAD, and he said this was basically what he would do.
"action shape center_x center_y width height"
But he said that everything was "conjoined" by default.
He could be wrong (it was 45 years ago, and he's in his 70s now), but he would type: a {return} c {return} 0 {return} 0 {return} 1 {return} 1 {return}
That would add a cube. All the commands/params could be shorthand or long hand, but he was a two finger typist, so there is no way he'd have typed out an entire word that spanned multiple sides of the keyboard like "cube".
You could subtract a sphere with "s {return} s" and I'm assuming you could intersect with "i" or similar, but he doesn't remember ever doing that.
The UI of some piracy streaming sites are better than legit sites with much less hoops to jump through than torrents/Usenet or region locked legal services for rare stuff.
Maybe it's time for UN to start rolling out their own global linux distro / mobile OS, Cue UN getting sanctioned in 3...2... But jokes aside seems like a useful global good.
reply