That was true a year ago but is no longer true. Deepseek is training and running inference on Huawei chips.

The times of China needing Nvidia chips is quickly coming to an end.

I guarantee that China will scale faster, build faster, and ultimately produce far more chips than the rest of the world combined in 5 years.

Our export controls sank the west. It would have been better to allow them to use Nvidia chips. Now they will have chip fabs that aren’t quiet as good but way more of them. Their investment into sustainable will make the power so cheap that the less efficient chips will not be a relevant issue