This is going to be very unpopular here, but this domino triggered by the China hawks in the current admin (and the handful of dem lobbyists in the pocket of openai/ant) is going to go down in history as a massive geopolitical and technological blunder.

Huawei just announced a fully domestic computer, Deepseek is rumored to be training v5 right now on entirely domestic Ascend chips.

I know eventually there will come out all the justifications for how this was to protect AGI, etc. But this move has also now tipped the scale beyond just the hardware bifurcation, but also the open vs. closed and commons vs. sovereign models. This isn't just chopping off your nose, this is America purposely gouging out it's eyes and removing it's ability to see down the road. Jensen Huang was the world's best shot and trying to keep a global AI world together, but one side has made their voice on that extremely loud and clear.

I wish there was more commentary on your point of view. HN has really disappointed me today. I come here for the deeper insight and instead I got Reddit lite. I read the NVIDIA way when it came out and was gobsmacked that all these years the company was operating the way that it did. It really made me admire the perseverance the employees went through and made me realize Jensen was a hidden gem. Seeing China announce their own GPUs made me think NVIDIA was in for some sweat but now? Its as if they are torpedoing NVIDIA for a short term gain only to not realize they have just tossed the long term win to China. The conspiracy theorist in me think they are hoping to pin the blame on the left or they think they can remain in the shadows and break companies that dont play ball no matter how important they are and walk away unscathed. This is a serious fundamental problem in modern American governance that might scare talented people away from the country.