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.

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bigyabai 5 hours ago | parent [-]

It's very easy to envision. America needs chips, and Intel can't do most of this stuff.

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zozbot234 5 hours ago | parent [-]

Intel makes GPUs.

	▲	bigyabai 4 hours ago \| parent [-]
		Intel's GPU designs make AMD look world-class by comparison. Outside of transcode applications, those Arc cards aren't putting up a fight.