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.
I’m under the impression that industrial policy has been pretty good for some Asian companies but there have also been notorious failures like the Jones Act.
So I think it can be summarized as “it all depends” and “skill issue.”
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 ↗
skybrian · · focus · HN ↗
So I think it can be summarized as “it all depends” and “skill issue.”