Comment by matthewdgreen
17 hours ago
China is restricting purchases of H200s. The strong likelihood is that they're doing this to promote their own domestic competitors. It may take a few years for those chips to catch up and enter full production, but it's hard to envision any "trillion dollar" Nvidia defense empire once that happens.
It's very easy to envision. America needs chips, and Intel can't do most of this stuff.
Intel makes GPUs.
Intel's GPU designs make AMD look world-class by comparison. Outside of transcode applications, those Arc cards aren't putting up a fight.
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