I don’t think you realize it, but your proving my point. I never said no Huawei chips would be sold. I said China wants to reach criticality with it’s users. With Huawei chips being more expensive and less capable, the big boys won’t buy Huawei. And the secondary market doesn’t matter to the big boys who will get it at MSRP because orders always go to them first. Since they have the most users and will have the most exposure for stress testing.
The last thing China wants is for Huawei to only sell to smaller companies and start ups where it’s entirely possible there will be no users and money wasted. That’s why the new law only targets the major companies.
*Edit on that point I’m going to predict the future now. In a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.
a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.
I would not bank on it, but I guess we’ll see.
At the moment, NVIDIA and CoreWeave are busy swapping spit while Trump is throatling the export economy at record speed.
I don’t think you realize it, but your proving my point. I never said no Huawei chips would be sold. I said China wants to reach criticality with it’s users. With Huawei chips being more expensive and less capable, the big boys won’t buy Huawei. And the secondary market doesn’t matter to the big boys who will get it at MSRP because orders always go to them first. Since they have the most users and will have the most exposure for stress testing.
The last thing China wants is for Huawei to only sell to smaller companies and start ups where it’s entirely possible there will be no users and money wasted. That’s why the new law only targets the major companies.
*Edit on that point I’m going to predict the future now. In a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.
I would not bank on it, but I guess we’ll see.
At the moment, NVIDIA and CoreWeave are busy swapping spit while Trump is throatling the export economy at record speed.
But hey, time will tell.