- we can't allow China access to buy or lease any GPUs
and
- turns out China is half the customer base, so cutting them off will crash the market, and the Chinese will just build their own anyways
Considering Trump & Jensen traveled to China just to sell more GPUs and despite that the CCP banned Chinese companies from importing Western Hardware in favor of domestic alternatives, I have my doubts this story makes sense
https://tech-insider.org/huawei-ascend-950pr-ai-chip-nvidia-...
Everyone, including the Chinese labs, seem to understand that Huawei's chips are not as capable as their press releases make them out to be.
Also, for what it's worth, tech-insider.org is an embarrassingly lazy AI-generated content farm: https://tech-insider.org/about/
I would hazard a guess that Huawei is paying to get positive stories about their chips on the English-language internet, because they certainly aren't getting any organically!
Also like OpenAI's Jalapeno, with LLMs it might be feasible to deploy relatively simpler silicon that's hard to program for, and farm out implementation to AI so the CUDA moat might be shallower than before.
More likely would be large fines and possibly restrictions and audits of all future exports.
I could easily see Trump pardoning him, but I could also see him getting thrown under the bus.