Ok I didn’t know the actual numbers that’s helpful. Maybe they’re just holding off to apply for an export license? I heard the 4090 is in a “gray area”.

The law only restricted raw FLOPs, so it has to be that. But the law has a chiplet subclause so it might be there’s some interaction there that pushes the AMD gpus over the edge.

Nvidia has exactly one Chinese supplier that has no other base of operations. They are replacing that. IIRC this is not a big issue. You can google for more details.