This is the reason I believe the new AI chip restriction that was just put in place will backfire.
Alrdy did. Forced China to go all in in the chip race and they're catching up fast.
Huawei already has A100-equivalent hardware that they are selling in China. I give them 5 years to do to GPUs what BYD has done to cars.
Alrdy did. Forced China to go all in in the chip race and they're catching up fast.