this post was submitted on 04 Dec 2023
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Apologies I don't know but: is Nvidia a US company? What happens if they decide China is the better market for them? They lose out on the US but gain on the Chinese? Doesn't the US need Nvidia for AI dominance? Why would they actively piss them off?
Again, sorry I don't follow these things closely.
nvidia is a US company. They are subject to ITAR regulations.
They need non-Chinese IP to build their GPUs and fab them (ie TSMC).
China is a big market, but still smaller than the US and Europe by quite a bit.
Unless USA wants to do an England and lose a massive amount of bleeding edge tech IP, they would simply shut down any attempts of Nvidia to move outside the US's jurisdiction.
Nvidia's technology is tied to national security so it would never happen. Might as well ask why Lockheed Martin doesn't sell to China.
Nvidia is a U.S company (Santa Clara, on the east side of the silicon valley). They are a fabless company, so drivers and design are done in house, but actual chip production is outsourced.
Its extremely hard for companies to manage both design and manufacture(fabs), and the only companies who do both are Intel, Samsung, Texas Instruments (non bleeding edge), and the newish companies in China.
When you have companies like Apple with their M1 or Google with their pixel processors, they do not manufacture them theirselves, only design and outsource manufacturing, as it takes billions in investments to fund research and maintain fabs to be bleeding edge.