US chip export restrictions may actually be an advantage for China's AI Infrastructure. Chinese companies are forced to speed up developing their own AI chips
China themselves recognize this. After Trump relaxed sanctions and allowed NVIDIA H200 sales to China on a case by case basis, the Chinese government stepped in to essentially block it!
In addition to Huawei who make the Ascend series that Ziphu are using, there are also at least a half dozen or so other Chinese companies also making their own AI accelerators.
And this wouldn't have happened if we had tried to get them to buy our hardware rather than trying to gatekeep. Protectionism never works in the long term.
Same thing with Trump not helping Ukraine and berating NATO. He thought he held all the cards, but now Ukraine has a thriving battle-tested drone industry, UK and France have stepped in to replace the US with advanced missiles and anti-missile systems, stepping up their own production and transferring IP to Ukraine.
Now, the US is left out in the cold with little influence left, themselves now the ones with an anti-missile shortage.
zicohacks · · focus · HN ↗
HarHarVeryFunny · · focus · HN ↗
In addition to Huawei who make the Ascend series that Ziphu are using, there are also at least a half dozen or so other Chinese companies also making their own AI accelerators.
0xbadcafebee · · focus · HN ↗
HarHarVeryFunny · · focus · HN ↗
Now, the US is left out in the cold with little influence left, themselves now the ones with an anti-missile shortage.