China does have a “delete America” program, and I saw an announcement, not repeated in west, that they banned Intel, AMD, Nvidia for certain Chinese customers about 2 weeks ago. Nvidia still has a big interconnect, CUDA, and driver stability advantage in GPUs, but China is catching up on price/performance, and national security makes this an area of high investment. A Chinese Nvidia solution is to just host AI training in Thailand. Hosted costs for AI in China are 1/7th the cost of cheapest US option (Llama).
Extreme US climate terrorist energy corruption is going to limit US datacenter and affordable electricity for all. Mexico has an opportunity for electricity exports and datacenter hosting with access to Chinese energy.
A bigger deal is that they are open source.
China does have a “delete America” program, and I saw an announcement, not repeated in west, that they banned Intel, AMD, Nvidia for certain Chinese customers about 2 weeks ago. Nvidia still has a big interconnect, CUDA, and driver stability advantage in GPUs, but China is catching up on price/performance, and national security makes this an area of high investment. A Chinese Nvidia solution is to just host AI training in Thailand. Hosted costs for AI in China are 1/7th the cost of cheapest US option (Llama).
Extreme US climate terrorist energy corruption is going to limit US datacenter and affordable electricity for all. Mexico has an opportunity for electricity exports and datacenter hosting with access to Chinese energy.