Interesting to see what this does to PRC demand for domestic chips like Ascend.
Could be a mistake by PRC govt. H20 could dominate inference compute and prevent adoption of Huawei software ecosystem. Not clear what will happen on the pretraining side - smuggled Nvidia chips vs Ascends?
Wild that Jensen met with Trump recently in the WH and is now in Beijing meeting with Commerce Minister. A great CEO if he saves Nvidia access to China market despite dumb bureaucrats in DC.
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