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A comment on Jensen Huang resigns as Nvidia CEO immediately. Parent comment

Re:Jensen Huang resigns as Nvidia CEO immediately by torginus on Thursday November 12, 2026 @10:33AM (#50469091)
Considering the Trump admin flipflopped between

- 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

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Re:Jensen Huang resigns as Nvidia CEO immediately by rafram on Thursday November 12, 2026 @10:41AM (#50469217)
Which domestic alternatives?
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Re:Jensen Huang resigns as Nvidia CEO immediately by phillc73 on Thursday November 12, 2026 @10:46AM (#50469332)
Huawei Ascend and Atlas

https://tech-insider.org/huawei-ascend-950pr-ai-chip-nvidia-...

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Re:Jensen Huang resigns as Nvidia CEO immediately by rafram on Thursday November 12, 2026 @10:57AM (#50469493)
Interesting! If they have this, why are the Chinese labs still so compute-limited (hence relying on distillation instead of training from scratch), and why do they seem to want Nvidia chips so badly?

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!

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Re:Jensen Huang resigns as Nvidia CEO immediately by torginus on Thursday November 12, 2026 @12:05PM (#50470542)
They are not as capable certainly but considering they didn't have anything like 3-4 years ago, I'd say the potential to catch up is there.

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.

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