Perhaps there is an opportunity for China to close the compute gap by renting compute from hyperscalers through a complex web of shell entities similarly to how the US procured titanium for the SR-71 during the Cold War.

https://theaviationgeekclub.com/in-1960s-russia-sold-titaniu...

https://nationalinterest.org/blog/buzz/titanium-russia-was-s...

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culi 5 hours ago | parent [-]

Trump reversed course on the NVIDIA ban. It's now China that is blocking their companies from buying NVIDIA chips. So the shell entities would be to get around Chinese, not USian restrictions

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fspeech 4 hours ago | parent [-]

That's not true. First there is still a licensing and quota scheme on the US side for the H200s. Secondly China blocked them for use in inferencing. Thirdly Chinese companies don't want them for training because newer chips are more cost effective.

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