Nvidia plans to release three new chips for China @ Reuters
I have been watching the NVIDIA situation for quite a while seeing things rise and fall with every news and analyst report coming out with speculation on who will win. the US and their export restrictions or NVIDIA with their endless number of ways to chop up a GPU.
From a technology standpoint, it doesn't matter if your AI chip is 800 series of 200 series, the underlying technology allows these chips to scale indefinitely so while a 800 Series chip would be cost effective, buying four 200 series chips will get you the same thing.
The real question that should be asked is "how will these export bans impact competition?" For instance, if China cannot get NVIDIA chips they will simply go to a China friendly supplier and either buy from them OR, find another fab that can create clones of these chips. Not only will that kill a revenue stream BUT, will also create a new competitor who won't be bound by the rules of the governing country.
Related Web URL: https://www.reuters.com/technology/nvidia-plans-re...