Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by stingraycharles on Wednesday November 11, 2026 @06:45PM
(#50460677)
And it’s also very obvious that restricting exports will only help in the short term, and in the long term, gives China reason to develop their own tech.
Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by epolanski on Wednesday November 11, 2026 @06:48PM
(#50460708)
The biggest constraint in AI is energy, not hardware. You can always throw slower hardware at the problem, just have more of it.
Energy is the hard part, and US is deeply behind on that.
Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by theptip on Wednesday November 11, 2026 @08:11PM
(#50461635)
I’d say EUV lithography is the hard part; China doesn’t have DUV in production yet from what I can tell, so their FLOPs / MW is going to be terrible.
Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by stickfigure on Wednesday November 11, 2026 @06:53PM
(#50460771)
China already has reason to develop their own tech, and is actively trying to do so. Availability of US chips will not change that.
Re:Nvidia Is Preparing to Oust Nvidia CEO Jensen Huang
by rgbrenner on Wednesday November 11, 2026 @06:54PM
(#50460784)
Huang said that, and then sold billions worth of chips to Megaspeed, a company funded by Alibaba. And he regularly went on tours of Megaspeed, where he met not only Alison Huang, but Alibaba executives.
Megaspeed being Nvidia's largest customer in the region... And when it raised suspicions causing the US to investigate, Jensen vouched for the company, saying Nvidia already investigated them and found nothing.
What they care about is the US leading China on every militarily and economically relevant technology.
The hawks have long chafed at Huang’s position that we need to sell our best chips to China to keep them on the US tech stack. It’s very obviously giving them the ability to catch up.