Joe Allen

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Yes, Steve.

The objective is very simple.

It's simply to cut off China from any hardware capacity that would improve their military capabilities in AI or any other computing operation.

So the opposition, so far as I can tell, could only have one real motivation, and that would be to continue to open up

The market for NVIDIA to sell their chips to China.

That's the last big market that NVIDIA has.

Not at all.

It would make sense if you didn't have Huawei continually pushing forward with the development of the Ascend chip.

And they've already got a couple of superclusters up that are running to feed them the NVIDIA chips, the H200 chips.

H200s, or if it were to open up to the Blackwells or the upcoming Rubens, then it would just give them, one, more capacity, more compute capacity to develop their artificial intelligence and to run their artificial intelligence.

It would also give them a greater opportunity to reverse engineer the chips.

The entire argument, as far as I can tell, rests on this assumption that

Sort of like with Huawei getting Europe, especially the UK, addicted to their telecom services, that it then locks them into the Huawei hardware.

Well, that's not really true in that case, but in the case of the AI chips, in the case of building out data centers with NVIDIA chips, it's not as if they can't go in and refashion those with their Ascend chips.

And it doesn't really...

impact Huawei or any other Chinese company's ability and motivation to develop their chips.

I've heard, for instance, that right now you have a call to block Nvidia chips from local authorities in China because they want to protect Huawei's interests.