Jensen on China chips

Every action produces a reaction, and leads to unintended consequences. When these actions are taken by interfering governments, the outcomes are usually negative. The recent situation involving Nvidia and China is a good example.

Nvidia boss Jensen Huang came out blazing in public last week, saying that the ban on US chips sales in China have been a colossal failure. They were meant to slow down Chinese progress in AI development, but have resulted in the exact opposite.

Nvidia's market share in China has fallen from 95% to 50%. The ban gave Chinese rival Huawei the perfect opportunity to fill the gaps, and it seems they have done just that. Huang points out that the quality of their technology has also improved drastically.

Of course Nvidia would say all this because it's bad for their business, and I do understand the security concerns. The US do not want China building high tech war weapons using US-made technology. But then again, it was inevitable that China would just do it themselves.