"Nvidia ( NASDAQ:NVDA) seems like the AI chip giant that's becoming impossible to not only catch but keep up with. With Vera Rubin in full production to start the year and the potential for more sales growth out of China moving forward, it's no mystery as to why Nvidia remains the envy of the industry. Undoubtedly, the Chinese model makers are sure to put the imported Nvidia GPUs to very good use."
"The major risk for America's AI lead is what could happen if China's top AI companies get a shot in the arm after increased ease of access to the latest and greatest hardware from the U.S. Some industry experts have more than their fair share of concerns, including the likes of Anthropic CEO Dario Amodei who thinks the approval of Nvidia chips for sale into China accompanies a great deal of national security risks."
Nvidia leads the AI chip market with Vera Rubin entering full production and expanding sales prospects, including growth out of China. Approval to sell H200 GPUs into China raises concerns that America's AI lead could narrow as Chinese model makers use imported hardware to speed training and inference. Industry leaders warn of national security risks from broader hardware access. Nvidia retains a significant technical advantage for training workloads, and Jensen Huang remains far ahead. Chinese firms, including Huawei with its Ascend line, pursue ambitious chip development to close the gap. Nvidia stock has stalled despite new deals.
Read at 24/7 Wall St.
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