Thread

1. zicohacks · 1789647018 · focus · HN ↗

   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

   1. aurareturn · 1789654937 · focus · HN ↗

      US chip export winners and losers:

      Winners: Huawei, SMIC, CXMT,Chinese ASML-competitors, OpenAI, Anthropic, Amazon, Microsoft, Google, Meta.

      Losers: Chinese AI labs, Nvidia, AMD, TSMC, Micron, SK Hynix, Samsung, Intel.

      Any company that depends on Nvidia hardware such as OpenAI, Anthropic, AWS are winners. It means less competition for Nvidia chips and services. If you think Nvidia chips are expensive now, imagine if Chinese companies can buy them freely. Also for American AI labs, it also means they can stay ahead of Chinese AI labs in compute capacity.

      The American hardware makers lost the lobby fight in Washington.

      1. Catloafdev · 1789656931 · focus · HN ↗

         Intel shares are still up over 100% since the Trump admin invested in them and started going to bat for them.

         I don't think your information is entirely accurate.

         1. aurareturn · 1789657600 · focus · HN ↗

            Not being able to have unrestricted access to the world's second biggest market does not relate to Intel being up over 100%.

            Just logic.

            1. Catloafdev · 1789658155 · focus · HN ↗

               So we're basing winners and losers on vibes rather than money or performance?

               1. aurareturn · 1789662313 · focus · HN ↗

                  A simple ChatGPT can explain it to you.

                  Intel being up 100% has nothing to do with China market being restricted. They could be up 200% instead if the China market is free.

                  1. [deleted] · 1789665762 · focus · HN ↗

                     [deleted]

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