alt Hacker NewsNot many folks talking about this: https://www.tomshardware.com/tech-industry/artificial-intell...
The WH has said it hasn't approved any sales, but it's not clear China is buying, and it seem they are making good progress on their huawei ascend chips. If China is basiclly at parity on the full stack (silicon, framework, training, model), and it starts open weighting frontier models at $0.xx/M tokens, then yeah, moat issues all around one would imagine? Not surprised to see Anthropic complaining like this: https://www.anthropic.com/news/detecting-and-preventing-dist... - but I don't know how you go back from it at this point?
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it seem they are making good progress on their huawei ascend chips
Anything changes in between?
[0]: https://www.reuters.com/world/china/deepseeks-launch-new-ai-...
China doesn't need to buy it. They can continue their policy and look good.
They've already found a better route. Buy it elsewhere e.g. in Singapore. Train their models there using Nvidia hardware.
Ship the result and fine tune back in China.
So "China" is and has always been buying it. No difference. The politics can keep raging.
Not surprising, Nvidia's margin was just a huge incentive for companies/countries to develop their own solutions. You don't have to be 100% as good if you're 80% cheaper. It's unsurprising that this is being driven by Chinese companies/labs who often have a lot less funding than the US, and the big tech companies (Google, Microsoft, Amazon) who will benefit the most from having their own compute.
I've never believed in Nvidia's moat, and it seems OpenAI's moat (research) has gone and surprisingly is no longer a priority for them.