"I think Nvidia armed China single handedly. If you think about Chinese AI capabilities ... Nvidia gave them extraordinary amounts of Nvidia GPUs. There's no other way to look at it. It was legal, but that doesn't mean it doesn't carry a moral responsibility."
"From what we can tell these chips - the H20, H20, and L2 - are just slower versions of their full-fat siblings, as the die area remains the same among all of them. This makes sense as die area is, in addition to performance, a factor in determining which devices the rules apply to."
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