Huang’s “China hawk” opponents — a bipartisan group of government officials, lawmakers and think tank analysts — view Nvidia’s chips as a vital asset in the rivalry between the two nations and one that the U.S. should strictly control.
Someone tell these 'birds' that China is already making their own GPUs and the machines to make them. They committed to this path in 2022.
Huang advocating for sales to China, is a strategy of "US buys raw materials, makes a product, then exports it." Isn't this the manufacturing we outsourced and wanted to bring back home ?
The 2022 strategy of selling crippled products, was good for the short run, until China started making GPUs and lithography machines on their own.
But now its pointless when they are already at 90% performance/efficiency levels.
An enemy with 400lb mortars can destroy an adversary that has 500lb mortars using strategy.
The newest US nuclear facility came online in 1996. It wont take China 30 years to plug in 10% more GPU's.
Theres no advantage here to protect, at the national level.
Improvements will be rapid, as they have all the same public models and software we do.
Whats behind closed doors, I can't comment on, but the discussion is within the context of Nvidia, and commercially available products.
The Japanese have a new machine that 'stamps' the silicon as well, instead of EUV.
Nvidia being a commercial leader, doesn't automatically translate into any sort of military advantage, as that depends on how each military uses the AI/GPUs they have.
A direct example of "less is more" is the famous American scary black rifle, the AR15 and the 5.56 round. Easier to control, soldiers could carry more, wounded soldiers consume more resources than dead ones, etc.
Slightly less advanced GPUs have fewer defects comming off the lithography lines. That 10% slower could be on purpose, to insure highest possible yield, at a time when wafers and production capacity are constrained.
Using Ukraine as an example of modern warfare, shouldn't we be more worried about Texas Instruments, because their chips are being used in Russian drones right now, to attack one of the US allies.
No, the narrative is being constructed around Nvidia, and ethereal invisible possible future boogeymen, right when Nvidia and the chip sector is experiencing difficulty.
We have this football mentality in the west, and egos that require us to be first, or fastest, or strongest, or whatever. China seems more strategic. The Daytona driver that stays in 2nd and 3rd for 475 miles of the race often wins in the end.
"10 Dark Laws of Game Theory That Powerful People Use Against You"
https://wallhop.io/https://www.washingtonpost.com/technology...
It seems to me that Nvidia is going to have to face a major congressional investigation, especially after the democrats are sworn in this January.
Huang’s “China hawk” opponents — a bipartisan group of government officials, lawmakers and think tank analysts — view Nvidia’s chips as a vital asset in the rivalry between the two nations and one that the U.S. should strictly control.
Someone tell these 'birds' that China is already making their own GPUs and the machines to make them. They committed to this path in 2022.
Huang advocating for sales to China, is a strategy of "US buys raw materials, makes a product, then exports it." Isn't this the manufacturing we outsourced and wanted to bring back home ?
The 2022 strategy of selling crippled products, was good for the short run, until China started making GPUs and lithography machines on their own.
But now its pointless when they are already at 90% performance/efficiency levels.
An enemy with 400lb mortars can destroy an adversary that has 500lb mortars using strategy.
The newest US nuclear facility came online in 1996. It wont take China 30 years to plug in 10% more GPU's.
Theres no advantage here to protect, at the national level.
"But now its pointless when they are already at 90% performance/efficiency levels."
If you are talking about AI/models, it's probably 20% at this point.
They didn't just build a GPU.
They birthed a Slurm Worm to produce them.
Improvements will be rapid, as they have all the same public models and software we do.
Whats behind closed doors, I can't comment on, but the discussion is within the context of Nvidia, and commercially available products.
The Japanese have a new machine that 'stamps' the silicon as well, instead of EUV.
Nvidia being a commercial leader, doesn't automatically translate into any sort of military advantage, as that depends on how each military uses the AI/GPUs they have.
A direct example of "less is more" is the famous American scary black rifle, the AR15 and the 5.56 round. Easier to control, soldiers could carry more, wounded soldiers consume more resources than dead ones, etc.
Slightly less advanced GPUs have fewer defects comming off the lithography lines. That 10% slower could be on purpose, to insure highest possible yield, at a time when wafers and production capacity are constrained.
Using Ukraine as an example of modern warfare, shouldn't we be more worried about Texas Instruments, because their chips are being used in Russian drones right now, to attack one of the US allies.
"Russia's Geran-5 K5-K Runs on 52 US Parts, 23 From Texas Instruments" ( https://dronexl.co/2026/11/09/russia-geran-5-k5k-52-us-parts... )
No, the narrative is being constructed around Nvidia, and ethereal invisible possible future boogeymen, right when Nvidia and the chip sector is experiencing difficulty.
We have this football mentality in the west, and egos that require us to be first, or fastest, or strongest, or whatever. China seems more strategic. The Daytona driver that stays in 2nd and 3rd for 475 miles of the race often wins in the end.
"10 Dark Laws of Game Theory That Powerful People Use Against You"
https://www.youtube.com/watch?v=aGcuDLen2hI
Three gunfighters. The best shot hits 8 times out of 10, the worst only 4. We ran their duel 200,000 times, and the worst shot won the most.
https://en.wikipedia.org/wiki/Truel