I wonder how effective these sanctions, from over the sea, can actually be when these cards are also manufactured in China, using a whole bunch of Chinese parts?
Even the parts that come from Taiwan are trivial to cross into China and vice versa as China is Taiwan’s largest trade partner.
So the thing this will mostly do is cut into Nvidia’s official business in the Chinese market, but I’d be very surprised if this is gonna have any real effect on availability in the Chinese grey market.
So the sanctions are cutting into Nvidia’s profits while creating new jobs in China, and the upside to this is what exactly?