I don’t think the US gov’t is taking kindly to Nvidia desperately trying to stay in the Chinese market.
When they tried to reroute all shipments ahead of the deadline the US moved it to be effective immediately.
All it takes is one small change on the sanctions and their new chips go kaput.
These sanctions will negatively impact the next generation GPUs from all vendors, as they will be designed for China first.
How much does having the best performing hardware actually matter in AI?
When you are able to choose between 1 rack of latest Nvidia products vs 3 racks of last gen to get results in the same time frame, you find that the performance matters a lot
Suppose one looks closely at Nvidia’s alleged data center product lineup for China. In that case, they will notice that the family is meticulously designed to avoid any possible violations of the latest U.S. export rules concerning AI and HPC GPUs. All the new AI and HPC offerings from Nvidia are designed to fit into the green zone in the chart.