US chip export winners and losers:

Winners: Huawei, SMIC, CXMT,Chinese ASML-competitors, OpenAI, Anthropic, Amazon, Microsoft, Google, Meta.

Losers: Chinese AI labs, Nvidia, AMD, TSMC, Micron, SK Hynix, Samsung, Intel.

Any company that depends on Nvidia hardware such as OpenAI, Anthropic, AWS are winners. It means less competition for Nvidia chips and services. If you think Nvidia chips are expensive now, imagine if Chinese companies can buy them freely. Also for American AI labs, it also means they can stay ahead of Chinese AI labs in compute capacity.

The American hardware makers lost the lobby fight in Washington.

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throwaw12 2 hours ago | parent | next [-]

I wonder why Chinese AI labs are losers?

In the short term maybe yes, in the long term, maybe they are the winners, they can build on top of cheap inference stack and eventually win on pricing

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aurareturn 2 hours ago | parent [-]

Because having unrestricted access to both American and Chinese hardware is better than only Chinese hardware. Long term or short term. More suppliers the better.

	▲	bigmadshoe an hour ago \| parent [-]
		Perhaps the future Chinese hardware would not be so cheap or performant had Nvidia export controls not been put into place.

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Catloafdev 2 hours ago | parent | prev [-]

Intel shares are still up over 100% since the Trump admin invested in them and started going to bat for them.

I don't think your information is entirely accurate.

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mullingitover an hour ago | parent | next [-]

Such a great move by the government. Imagine what we could do for US industry if the government took a stake in all major corporations? Many people are saying that the healthcare industry should be next.

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aurareturn 2 hours ago | parent | prev [-]

Not being able to have unrestricted access to the world's second biggest market does not relate to Intel being up over 100%.

Just logic.

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Catloafdev 2 hours ago | parent [-]

So we're basing winners and losers on vibes rather than money or performance?

	▲	aurareturn 23 minutes ago \| parent [-]
		A simple ChatGPT can explain it to you. Intel being up 100% has nothing to do with China market being restricted. They could be up 200% instead if the China market is free.