alt Hacker NewsUS chip export winners and losers:
Winners: Huawei, SMIC, CXMT,Chinese ASML-competitors, OpenAI, Anthropic, Amazon, Microsoft, Google, Meta.
Losers: Chinese AI labs, Nvidia, AMD, TSMC, Micron, SK Hynix, Samsung, Intel.
Any company that depends on Nvidia hardware such as OpenAI, Anthropic, AWS are winners. It means less competition for Nvidia chips and services. If you think Nvidia chips are expensive now, imagine if Chinese companies can buy them freely. Also for American AI labs, it also means they can stay ahead of Chinese AI labs in compute capacity.
The American hardware makers lost the lobby fight in Washington.
Replies
Intel shares are still up over 100% since the Trump admin invested in them and started going to bat for them.
I don't think your information is entirely accurate.
I wonder why Chinese AI labs are losers?
In the short term maybe yes, in the long term, maybe they are the winners, they can build on top of cheap inference stack and eventually win on pricing