Chinese companies are heavily incentivized to use Chinese chips instead of American since Trump blocked trade with China.
China used to parallel import the chips they needed, and even repackage them with more onboard RAM, making more powerful Nvidia solutions available in China than in the rest of the world.
But Trumps behavior towards China made the Chinese government decide to limit the use of American technologies for AI.
There was a point where Nvidia exports to China was basically at a standstill, because China forbade the purchase of a new cut down Nvidia chip made for the Chinese market to circumvent American trade restrictions.
China is building their own complete stack now, replacing everything with Chinese technologies, right from the AI chips to the entire AI software framework.
So not only does Nvidia and other American companies lose hardware sales, the entire stack will be threatened with a Chinese alternative, that will likely compete with American options on the international market in the future. If Cuda loses its current dominance, it will be easier for competitors to take marketshare from Nvidia.
Hopefully this will be good for consumers worldwide.
It’ll be good for consumers worldwide. America is not the whole world.
I, for example, am in Canada. We’ve established a bunch of very nice trade deals with China recently, we’re going to end up with access to a bunch of Chinese products that Americans can’t get due to their self-imposed trade war with China.
I think they mean that the US would put trade pressure on countries doing any tech trade with China, not specifically preventing it punishing American companies from using Chinese chips.
Unfortunately the United States is still a big economy regardless of their politics and Manny is right that the US would throw their weight behind anti China policies to the detriment of other nations.
How successful such a move would be is up to debate.
The US is already trying to throw its economic weight around bullying Canada, and we’ve already settled in to an effective economic defensive posture. Those trade deals with China are actually part of it, previously we were supporting various American initiatives to tariff China but the Americans tore up a bunch of agreements with us so we responded in kind. It’s unfortunate but they started it and we’re prepared to hold our own.
Chinese companies are heavily incentivized to use Chinese chips instead of American since Trump blocked trade with China.
China used to parallel import the chips they needed, and even repackage them with more onboard RAM, making more powerful Nvidia solutions available in China than in the rest of the world.
But Trumps behavior towards China made the Chinese government decide to limit the use of American technologies for AI.
There was a point where Nvidia exports to China was basically at a standstill, because China forbade the purchase of a new cut down Nvidia chip made for the Chinese market to circumvent American trade restrictions.
China is building their own complete stack now, replacing everything with Chinese technologies, right from the AI chips to the entire AI software framework.
So not only does Nvidia and other American companies lose hardware sales, the entire stack will be threatened with a Chinese alternative, that will likely compete with American options on the international market in the future. If Cuda loses its current dominance, it will be easier for competitors to take marketshare from Nvidia.
Hopefully this will be good for consumers worldwide.
Been using Qwen 3.x for a while now for local LLM with search capability. The 3.5 and 3.6 ones are great and run very fast.
Qwen is already the standard for actual pros as far as I can tell.
Until America decides to tariff anyone using Chinese technology.
It’ll be good for consumers worldwide. America is not the whole world.
I, for example, am in Canada. We’ve established a bunch of very nice trade deals with China recently, we’re going to end up with access to a bunch of Chinese products that Americans can’t get due to their self-imposed trade war with China.
I think they mean that the US would put trade pressure on countries doing any tech trade with China, not specifically preventing it punishing American companies from using Chinese chips.
Unfortunately the United States is still a big economy regardless of their politics and Manny is right that the US would throw their weight behind anti China policies to the detriment of other nations.
How successful such a move would be is up to debate.
The US is already trying to throw its economic weight around bullying Canada, and we’ve already settled in to an effective economic defensive posture. Those trade deals with China are actually part of it, previously we were supporting various American initiatives to tariff China but the Americans tore up a bunch of agreements with us so we responded in kind. It’s unfortunate but they started it and we’re prepared to hold our own.
America already decides to tariff countries regardless of what they’re doing
US tariffs hold now power anymore these days.