Browse Comments — Clean (de-noised)

Trent Banks, right! Chips are just the start; the real race is building trust, identity, and governance infrastructure. Those building the rails will lead the future. Great insight!

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips:

Yes, Edgar Perez Global Speaker, the report claims the chip has been added to a list of banned goods at Chinese customs.

Pascal BORNET The hardware bottleneck is just the opening chapter; the real race is for vertical integration and domestic tech ecosystems that can withstand geopolitical shocks and its very relevant in today's global unpredictable scenario.

Manas Ranjan, thanks so much for your contribution.

China has the most incentive to move to other chips and create more efficient models. And they have the talent pool to achieve it. The gap is going to narrow.

And here the future comes into the game ... who thinks that GPUs are the pace makers if nearby crystals and diamonds of memory make the game.

So does the rest of the world, but it can’t compete with china’s deflationary trade, when everyone buys from Temu, how do local businesses compete?

From my perspective, the U.S. is now beginning to face the consequences of the pressure, sanctions, and restrictions imposed on China since 2019. What was expected to weaken China and keep it dependent on U.S. technology instead accelerated its drive toward self reliance, technological independence, and industrial transformation. The biggest miscalculation was underestimating China’s long term mindset, patience, and strategic resilience. In other words, the pressure did not kill the dragon, it woke it up. I'm not just talking here about AI and Nvidia, but about a wide spectrum of the industries and technologies that we are daily seeing in the factories, on the roads, and inside offices and homes.

Congratulations Edgar!

Edgar Perez Global Speaker There will be more cards played in the days, weeks and months to come. NVIDIA will be just fine. This is a global game.

China began encouraging — and in some cases heavily incentivizing — domestic companies to build alternatives to what NVIDIA has been developing, especially after export restrictions and geopolitical tensions intensified over the past few years. The broader strategic goal appears to be technological independence: reducing reliance on foreign semiconductor ecosystems and building fully domestic AI infrastructure stacks over time. In that sense, China may ultimately need NVIDIA less than NVIDIA needs access to the Chinese market. The real question is not whether China can replicate the hardware ecosystem — they likely can over time with enough capital and state coordination — but whether they can consistently match the highest levels of innovation, software optimization, ecosystem maturity, and cutting-edge performance that the U.S. has. It will be an interesting race to watch.

Why everyone speaks about China as it is a Human being, and not the huge State?! 🙂 China thinks and China does this and that... So we already saw this storie with many other countries and the hype is gone. It will be similar with the Mrs China 🫪

Edgar Perez Global Speaker, I’ve understood that China builds quietly. No flashy headlines, no FOMO, no empty promises. They just keep building until they succeed and then it comes as a surprise to everyone else.

Actually, Jensen, forget the chips, NVIDIA has already lost China 🇨🇳 but NVIDIA can still enjoy the noodles.

Georgi Iliychovski, congratulations for the post?

Jin Zhou, Jensen Huang can't wait to return to his favorite place!

China is an enigma to Western thinkers, policy makers, economists and business people. The Economist and The Wall Street Journal for decades have predicted China's economic collapse, well it has not happened. I do not blame them, they look at China society, culture, dynamics between the state and the people, economics through western lens as Edgar Perez Global Speaker eloquently put it across in his article. They shut down any journalist, economist of credence who views China's strategic thinking, resilience, self respect as their strength and not as a weakness. Those Journalists, Economists are shunted out of the limelight and relegated to 2nd tier journalism. Such is the stranglehold of Corrupt Democracy-Capitalism Nexus on USA-European system.

The Western mistake is assuming China thinks like a publicly traded company. It doesn’t. While much of the West still reacts quarter by quarter, China is often willing to absorb short-term pain to build long-term strategic capacity. That changes the entire discussion. This is no longer just about chip sales. It is about who can tolerate dependence for less time. And there is another uncomfortable point: technology restrictions may protect leadership in the short term, but they can also accelerate domestic substitution faster than expected. History has shown that external pressure sometimes produces exactly the capability it was trying to contain. The real question may not be whether China still needs NVIDIA. It may be how fast pressure is teaching China not to.

So engineering and reverse engineering didn't align - maybe misalignment or alignment missed 🤔.