this post was submitted on 20 Jul 2025
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Republican calls out Trump on GPU sales to China (www.theregister.com)
submitted 16 hours ago by eli001@lemmy.world to c/technology@lemmy.world
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[โ€“] brucethemoose@lemmy.world 42 points 16 hours ago* (last edited 15 hours ago) (1 children)

The irony is the chip ban is exactly what advanced Chinese AI. They were reliant on Nvidia like everyone, choked off, then:

  • Forced to get thrifty, collaborate and acutally innovate, while the US spins its wheels doing private (read: unshared and hoarded) research, skipping that to scale up instead or turning to focus on 'products' (to quote Zuckerberg): https://www.techrepublic.com/article/news-meta-llama-ai-mark-zuckerberg/
  • It forced them to grow their own training hardware, which they now have: Huawei NPUs. Along with pretty good models specifically designed for them, and power efficient on them, and open weights: https://huggingface.co/IntervitensInc/pangu-pro-moe-model
  • Being a 'step' behind saved money. And now they're racing ahead as US firms plateau and flounder as the AI Bro hype crashes into reality.

So this is just Republicans (and Democrats) being paid off by Tech Bros.

Trump ultimately did the right thing here (and was probably talked into it by the Nvidia CEO, TBH). But its too late anyway.

There are other factors too (like Chinese companies seemingly sharing unspecified training data, maybe from the Chinese government, which I don't see evidence other countries are doing), but still.

[โ€“] IsaamoonKHGDT_6143@lemmy.zip 3 points 3 hours ago

I don't know, because according to Poe's data, American AI models are used more than Chinese ones. Although Poe is blocked in China, as are ChatGPT, Gemini, and Grok. So, Chinese AI models cover the Chinese market.

American AI companies follow the competitive model, each developing their own AI models and occasionally publishing their research. With a few exceptions, they end up using a standard published by an American AI company.

Chinese companies follow the collaborative model, although they also compete somewhat. They develop their own AI models, publish their AI code, publish their research, and use standards.

The American government obtains AI models by awarding contracts to the companies that develop them. The Chinese government obtains AI models from its companies for free.

But Nvidia still has a lot of market share in GPUs, only AMD has 4%, Huawei only 2% and the rest is shared by others, Intel and minority companies.

In a race it is never too much if they are still running, it only applies when the race is already over.