Bullshit. They are just funneling the sales through other countries to bypass export control. Oligarch just trying to make false numbers to pump up "potential" future market gains for stock manipulation.

This is what happens when there are zero reliable reporters to call bullshit, CEOs make shit up and no-one checks their work. It's just 'Jensen Huang says'.

Shocker, cut China off from US designed (not manufactured) chips and they make their own (capitalist competition, remember that old thing), still coming up to speed, but soon, and I'd like some DDR5 (or 6) SamA you dick.

The only thing at play for these pricks is the 'CUDA moat' (and the lack of effort from AMD's RocM, also, you wouldn't believe how amenable that [ironically] is to LLM coding), and a few hardware tricks (it's just compute, catch up will happen), but if there's someone outside your duopoly that dog won't continue to hunt. Bad thing when a vasty majority of US GDP is AI BS. Shame you've got an idiot rampaging through the world markets for a relative pittance (but actual fortune) from insider trading. Who would have thought that'd go badly long term.

Back to weapons for you, and your military doesn't know how to make a cheap (anything) drone.

I have no love for the Chinese Government, but boy do I hate American oligarchs more.

Uh wait uh Mr Jacket Clown Man, wasn't this kind of your plan?

https://www.forbes.com/sites/saradorn/2026/03/25/trump-taps-zuckerberg-huang-and-ellison-for-white-house-ai-panel-report-says/

You... you're on the advisory panel.

For AI policy.

... ?

In the future, memory will cost nothing because we will just assume no human beings have any.

• Mr Jacket Clown Man, at some point, presumably.

Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned a lion's share of China's AI accelerator market just about two years ago.

"In China, we have now dropped to zero," said Jensen Huang in an interview with the Special Competitive Studies Project, a bipartisan initiative by American lawmakers aimed at ensuring long-term competitiveness of the U.S. "Conceding an entire market the size of China probably does not make a lot of strategic sense, so I think that has already largely backfired. Maybe it made sense at the time, but I think the policy really needs to be dynamic and needs to stay with the times. I think it would be fairly safe to say that having American chip companies and other companies in China makes a lot of sense."

It never made any sense...

China used Nvidia because that's what it had, but they have virtually no patent law and a giant workforce experienced at making chips

Any idiot could have predicted if you cut China off from Nvidia chips, they'd use their own, quickly surpass Nvidia, leaving Americans not being able to ripoff Chinese progress, unless we get our hands on the new Chinese chips if they're not direct ripoffs of what Nvidia is doing.

Even if they start that way, it's a fork. China will do things that Nvidia isn't.

Eventually they'll diverage enough to separate, unless Nvidia is copying China, which means they'll always be a lag.

American's corporate structure is what can't compete with China. Our corporations own our government, in China the government owns the corporations. And with a one party government that doesn't have to worry about elections, they can plan decades or longer at a time. Corps by definition only care one financial quarter at a time.

Both countries have rampant corruption and can do a lot better, but having a government in charge of corps will always work out better than corps running a government.

The problem is American corps would rather lose if the only way to win is give up their power in America. Hell, we already saw with Chinese EVs that corps can just make the government outlaw competitors so they don't have to compete and maintain profits.

If a government controlled corporations, theyd be ok with domestic companies being forced to adapt, or go out of business and be replaced by a new one. In America corporations can no longer fail, and that will eventually cause the country to fail if it's not fixed.

If america only had a guy in office who understands, and is good at, business, then we'd be okay. /s

All this means is that China is now spinning up their own lithography machines so you'll eventually be able to buy a 512GB stick of DDR5 on Alibaba for $8 + $20 shipping.

Poor fella. Put nvidia on food stamps I guess.

We did it, Patrick! Nvidia no longer has a foothold on China!

They paid for this. They bribed and colluded and this is what they got. 4D chess 6D cheese

Good thing you spend last year sucking his little mushroom, Jensen.

Wasn’t that the whole point of the export policy? So it hasn’t backfired, it’s working exactly as intended.

Chinese AI labs kinda seem like a plot twist in LLM evolution. Their models are quite capable now. They're not at the levels of American labs' flagship models yet, but the gap has been narrowing quite a lot.

When OpenAI and Anthropic models are only marginally better, but much pricier, then I would think they'll gradually shed users (followed by investors).

Ironically, I could imagine a possibility of Nvidia "saving" American AI. If they can take the lead with Nemotron (in like a "post-OpenAI/Anthropic" future when open-source models dominate), then maybe they can survive on chip sales... Though they'd probably have to compete with Chinese chips at that point.

Officially, sure. But we know for a fact massive shipments of Nvidia's workstation graphics cards have been coming to China for a while. So good job making it slightly more expensive for Chinese companies, I guess?

Good.

I hope he trips over a curb and shatters his mandible.

No shit Sherlock. The smart voters were telling you MAGA was going to fuck everything up.

Most of the policies from this administration are failing.

Duh. Get out competed bozo

So...what are the "brands" of GPUs that China uses/sells instead? Are they mentioned at all? And can I order one?

The upside of living in a fantasy world like trump does is that you can fuck around all you want and everybody else finds out. How long has trump been in Brazil?

Stupid Jacket says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'

GPU from Temu when ?

No Chinese leather jackets for Jensen. :(