Exclusive: Nvidia delays launch of new China-focused AI chip -sources
ReutersDEC 1 2023
Nvidia Unveils Slowed Down Chip for China Market
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The Spin
Anti-China narrative
Thanks to the Biden administration’s tough approach to China, Nvidia has created a less powerful version of its standard AI chip, helping to contain Beijing's worrisome growth in the chip sector. The US doesn't seek to stifle innovation and harm international trade, but it cannot let a domestic company provide the highest level of technology to a tyrannical adversary. Nvidia showed that it is possible to comply with regulations while not cutting off an entire market.
Pro-China narrative
The US may think it scored a massive victory over China with its ban on certain AI chip exports, but that's sheer naivety. First of all, Nvidia is still selling the same essential product to China, as it barely reduced certain aspects to make the chips slightly less efficient. More importantly, Washington's policy will only push China into creating its own chip manufacturing plants and becoming the global leader in the industry. China’s vast stockpile of semiconductors and other technology makes its rise inevitable.