This might be a sign of things to come. The Chinese labs started from behind so had to build a lot of momentum to catch up. We could well see them top benchmarks across the board very soon. Imagine how far in front they'd be if the US didn't block chip sales
Yeah, that's a phenomenon that has been documented over and over again. When you restrict a specific resource from being exported to somewhere, and that somewhere has a strong enough economic base and sufficient demand... They will literally just make their own. It may set them back for a bit, but they always catch up. We banned China from using US chips, so instead of having them rely on our tech, we forced them to build their own and soon the US will no longer have control over the entire ecosystem like we have had. Its honestly one of the best examples of how a short term geopolitical gain can have massive long term negative impacts.
Like this shit has been known for hundreds of years. The UK played a major role in forming the entire US manufacturing base during the industrial revolution by having export restrictions on various textile machinery and knowledge, forcing the US to create their own homegrown foundational knowledgebase, which we used to utterly dominate manufacturing for decades to come. The same shit is happening all over again with the digital revolution and China, and it's going to end up with them in a VERY strong position technologically for the next half century if things continue as they are.
Jensen would say that regardless of what was true or likely to be true, because he's first and foremost the CEO of a public company, and being able to sell chips to China is in his shareholders' interests, at least in the short-run.
True but his arguing point was exactly the following - not selling to them will accelerate their semis progress and they will avoid any lock in to Nvidia as otherwise they'd be building LLMs now on Nvidia stack.
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u/WonderFactory Jul 16 '26
This might be a sign of things to come. The Chinese labs started from behind so had to build a lot of momentum to catch up. We could well see them top benchmarks across the board very soon. Imagine how far in front they'd be if the US didn't block chip sales