Bullshit. They are just funneling the sales through other countries to bypass export control. Oligarch just trying to make false numbers to pump up "potential" future market gains for stock manipulation.
this post was submitted on 03 May 2026
426 points (99.5% liked)
Technology
84597 readers
4009 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
A lot is based in Singapore. There was a story a few days ago about how China nixed the sale of a Singapore-based AI company to Meta.
load more comments
(1 replies)
This is what happens when there are zero reliable reporters to call bullshit, CEOs make shit up and no-one checks their work. It's just 'Jensen Huang says'.
Shocker, cut China off from US designed (not manufactured) chips and they make their own (capitalist competition, remember that old thing), still coming up to speed, but soon, and I'd like some DDR5 (or 6) SamA you dick.
The only thing at play for these pricks is the 'CUDA moat' (and the lack of effort from AMD's RocM, also, you wouldn't believe how amenable that [ironically] is to LLM coding), and a few hardware tricks (it's just compute, catch up will happen), but if there's someone outside your duopoly that dog won't continue to hunt. Bad thing when a vasty majority of US GDP is AI BS. Shame you've got an idiot rampaging through the world markets for a relative pittance (but actual fortune) from insider trading. Who would have thought that'd go badly long term.
Back to weapons for you, and your military doesn't know how to make a cheap (anything) drone.
And American attitude is turning the world away from them. If China comes up with good chips, I think they have a huge market. People dont trust us technology now.
Huawei made excellent laptops until US shut them down. Its always the US.
load more comments
(3 replies)
Lets not forget Moore's law is dead. There are no more die shrinks to be had. We're measuing gates with atoms.
The dog is doomed.
load more comments
(3 replies)
I have no love for the Chinese Government, but boy do I hate American oligarchs more.
Uh wait uh Mr Jacket Clown Man, wasn't this kind of your plan?
You... you're on the advisory panel.
For AI policy.
... ?
In the future, memory will cost nothing because we will just assume no human beings have any.
- Mr Jacket Clown Man, at some point, presumably.
Absolutelly, these are the consequences of Jensen Huang's "strategy" and he's just doing the usual trick of such inept high level managers when the mid and long-term consequences of their strategical ineptitude catch up with them of trying to distance himself from the consequences of his success in shaping American policy (by, lets be fair, just following other inept CEOs of other large Tech companies in the US).
IMHO the single biggest external visible marker that a CEO is strategically inept (i.e. incompetent at the core skill that differentiates mid from upper management) is how talkie-talkie (call it "salesmanship", if you're being generous) is their "solution" for everything.
I really hope NVIDIA and its shareholders suffer hard for giving the job of a strategist to a salesman.
Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned a lion's share of China's AI accelerator market just about two years ago.
"In China, we have now dropped to zero," said Jensen Huang in an interview with the Special Competitive Studies Project, a bipartisan initiative by American lawmakers aimed at ensuring long-term competitiveness of the U.S. "Conceding an entire market the size of China probably does not make a lot of strategic sense, so I think that has already largely backfired. Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times. I think it would be fairly safe to say that having American chip companies and other companies in China makes a lot of sense."
It never made any sense...
China used Nvidia because that's what it had, but they have virtually no patent law and a giant workforce experienced at making chips
Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.
Even if they start that way, it's a fork. China will do things that Nvidia isn't.
Eventually they'll diverage enough to separate, unless Nvidia is copying China, which means they'll always be a lag.
American's corporate structure is what can't compete with China. Our corporations own our government, in China the government owns the corporations. And with a one party government that doesn't have to worry about elections, they can plan decades or longer at a time. Corps by definition only care one financial quarter at a time.
Both countries have rampant corruption and can do a lot better, but having a government in charge of corps will always work out better than corps running a government.
The problem is American corps would rather lose if the only way to win is give up their power in America. Hell, we already saw with Chinese EVs that corps can just make the government outlaw competitors so they don't have to compete and maintain profits.
If a government controlled corporations, theyd be ok with domestic companies being forced to adapt, or go out of business and be replaced by a new one. In America corporations can no longer fail, and that will eventually cause the country to fail if it's not fixed.
Two parties is bad enough. I will never, ever trust a one-party government. That's like — what if conspiracy theories, but they are just public policy? Frankly not unlike our government currently, but I'd prefer more parties than fewer.
Two wings of the same bird of prey, unfortunately.
load more comments
(49 replies)
Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.
I agree the policy never made sense, but Chinese chips are still a few generations behind and will remain that way for a while.
China currently has a physical limit to transistor size that is enforced by the physics of their lithography machines. They are doing everything they can to use export-controlled ASML technology including rebuilding prior generational tech from the second-hand market, but that is a.K2-level sheer-face climb. Considering how much unique knowledge ASML and TSMC have, even corporate espionage can't fill in those gaps probably for a decade.
They absolutely are using homegrown chips that are lower quality and making up for it in quantity, however, using older lithography.
load more comments
(1 replies)
They paid for this. They bribed and colluded and this is what they got. ~~4D chess~~ 6D cheese
All this means is that China is now spinning up their own lithography machines so you'll eventually be able to buy a 512GB stick of DDR5 on Alibaba for $8 + $20 shipping.
insha'Allah.
load more comments
(6 replies)
Poor fella. Put nvidia on food stamps I guess.
We did it, Patrick! Nvidia no longer has a foothold on China!
If america only had a guy in office who understands, and is good at, business, then we'd be okay. /s
"We shouldn't do business with China" is a bipartisan approach to foreign policy at this point. Like, cutting the Chinese economy off from high end processors and chipsets is a decision that goes back to the Bush 43 administration. And it's worked, in so far as we've actively discouraged the largest chipmaker to sell to Chinese firms.
But the consequence has been a rapid proliferation of Chinese chipmakers and an explosion in Chinese tech R&D in the fields of chip fabrication and design. Turns out you can't just cut 1.4B people out of a market forever. Certainly not 1.4B people with a sprawling university system and a massive home-grown tech industry hungry for microprocessors.
They make pretty good stuff, too, and it's often more affordable. Had several Xiaomi products in the past, and so far I'm very pleased with my Huawei watch.
load more comments
(2 replies)
load more comments
(6 replies)
load more comments
(3 replies)
Good thing you spend last year sucking his little mushroom, Jensen.
Chinese AI labs kinda seem like a plot twist in LLM evolution. Their models are quite capable now. They're not at the levels of American labs' flagship models yet, but the gap has been narrowing quite a lot.
When OpenAI and Anthropic models are only marginally better, but much pricier, then I would think they'll gradually shed users (followed by investors).
Ironically, I could imagine a possibility of Nvidia "saving" American AI. If they can take the lead with Nemotron (in like a "post-OpenAI/Anthropic" future when open-source models dominate), then maybe they can survive on chip sales... Though they'd probably have to compete with Chinese chips at that point.
load more comments
(10 replies)
Wasn’t that the whole point of the export policy? So it hasn’t backfired, it’s working exactly as intended.
My reading of his strategic sense when saying it backfired, is not expecting Deepseek or the greater push for open source lightweight models. Also NVIDIA would love to make a lot of money in China.
Good.
I hope he trips over a curb and shatters his mandible.
No shit Sherlock. The smart voters were telling you MAGA was going to fuck everything up.
Officially, sure. But we know for a fact massive shipments of Nvidia's workstation graphics cards have been coming to China for a while. So good job making it slightly more expensive for Chinese companies, I guess?
load more comments
(3 replies)
Duh. Get out competed bozo
The upside of living in a fantasy world like trump does is that you can fuck around all you want and everybody else finds out. How long has trump been in Brazil?
So...what are the "brands" of GPUs that China uses/sells instead? Are they mentioned at all? And can I order one?
There are a bunch, and you can't buy them retail as far as I know, but I'm sure you can find them on aliexpress and eBay.
But they're currently several years behind current nvidia chips. It'll take a couple more before they're globally competitive.
But what they do have is fuck tons of vram which is very important for AI workloads.
load more comments
(3 replies)
load more comments
(1 replies)
No Chinese leather jackets for Jensen. :(
Stupid Jacket says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
view more: next ›