News Nvidia warns U.S. AI hardware export rules could backfire, empowering Huawei to define global standards

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As much as we gripe about nvidias prices they may have a point as if they’re to compete they want their product to become standard across the board. If that doesn’t happen they are effectively ceding market share which could make it more difficult for them to compete.
 
nvidia is manipulative here to protect market share and revenue by bringing up what seems to be a legitimate argument but isn't, its self serving to protect their sales and high prices only so people have to stay in their closed source CUDA walled garden. Its inevitable that other software and hardware solutions erode nvidias dominance, and that's a good thing, Pat Gelsinger said a lot of stupid stuff when he was CEO of intel, but he was right about how the entire industry is trying to find an alternative
 
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The US simply cannot allow China, Russia and other enemies to have the most advanced AI chips. China screws the US in every possible way they can and if they haven't done it yet then they will. Nvidia is just going to have to deal with it. They have $10s of billions and they can't sell their most advanced tech to China. PERIOD!!!
 
although NVidia probably only care about their bottom line, they’re not wrong that they’re pretty much screwed if they can’t sell outside of the US.

Whether that’s bad for the US or the rest of the world remains up for debate.

It wouldn’t be a bad thing per se to have Huawei or some other company offer a competitive ecosystem for AI but I wouldn’t want to trade a de facto NVidia monopoly for a Huawei (or some other Chinese company) monopoly.

And if the NVidia ecosystem can only be sold in the US that’s pretty much what we’ll likely end up with in the rest of the world.
 
It can only do some good to have the AI market expanded rather than remain a one trick pony show.

nVidia wants to make their sales NOW, before others finally get into the mix. They know their near total control of the market is precarious as it is not built upon the best hardware for the job, just the best at the moment. Other technologies promise more, but have not been brought to market yet and then would need time to build their ecosystem of software.

I get their point, but on the other hand, making it hard for nVidia to sell so many chips to China might lead to some eventual trickle down RTX 50 series chips for the masses.

In the long run, this will not amount to a ripple in the world's future. In the short term, nVidia loses some sales of highly lucrative AI equipment.

AI is effectively a potentially improved search engine that can also stitch together existing art and make pretty and haunting pictures from them.
 
VizzieTheViz said:
although NVidia probably only care about their bottom line, they’re not wrong that they’re pretty much screwed if they can’t sell outside of the US.

Whether that’s bad for the US or the rest of the world remains up for debate.

It wouldn’t be a bad thing per se to have Huawei or some other company offer a competitive ecosystem for AI but I wouldn’t want to trade a de facto NVidia monopoly for a Huawei (or some other Chinese company) monopoly.

And if the NVidia ecosystem can only be sold in the US that’s pretty much what we’ll likely end up with in the rest of the world.
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They are prevented from selling to a few enemy states. That leaves Europe, most of South America, many Asian nations and plenty of middle eastern ones. In other words, strip out China, and that means 95% of the rest of the wealth nations are still open for business to them.
 
A Stoner said:
They are prevented from selling to a few enemy states. That leaves Europe, most of South America, many Asian nations and plenty of middle eastern ones. In other words, strip out China, and that means 95% of the rest of the wealth nations are still open for business to them.
Click to expand...
Not quite correct. Many of those nations are strictly limited in how many of those GPUs they can buy, including, for example, Israel and quite a few EU countries. Here are the unrestricted countries:

Eighteen destinations are exempt from country caps on advanced GPUs, according to a senior administration official.
Those are Australia, Belgium, Britain, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, South Korea, Spain, Sweden and Taiwan plus the United States.
Click to expand...
From this article:

All other countries in the world are more or less heavily restricted.
 
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Nvidia is arguably the most dominant monopoly in the world today. With an overwhelming lead in the AI and GPU sectors, its cash flow has made it virtually untouchable. But that dominance is now under threat ...... and Nvidia cannot afford to let that happen.

I don’t feel sorry for them. The company has essentially turned its back on the very community that helped build its empire.....gamers and PC enthusiasts.

It’s sad, really. Instead of supporting the base that fueled their rise, they now charge steep prices for consumer products while chasing enterprise profits. They’re not winning any goodwill here at home,...... and they don’t seem to care.

We’re watching the slow death of the consumer PC....between MS and Nvidia, both are helping drive the final nails in the coffin.
 
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