China very much want Nvidia chips, but they have to work around American sanctions. So Nvidia has to make chips specifically to China. AFAIK this has been negotiated at the highest level between China and Nvidia.
I find you theory extremely unlikely, as China absolutely wants MORE Nvidia chips for AI development not fewer.
That’s why I think that this as attempt by the CCP to protect local industries.
I am assuming that if H20 becomes openly available in China, local enterprise GPUs will find it difficult to compete.
China very much want Nvidia chips, but they have to work around American sanctions. So Nvidia has to make chips specifically to China. AFAIK this has been negotiated at the highest level between China and Nvidia.
I find you theory extremely unlikely, as China absolutely wants MORE Nvidia chips for AI development not fewer.