Yes, it lifts the ban. But if there was a valid reason for the ban the sales shouldn't be allowed to resume at any price and if there wasn't a good reason for the ban then the govmint shouldn't have placed the ban in the first place. This is extortion by the govmint against a publicly held company. That means that the govmint will be extorting money from every shareholder of nVidia and AMD, and any other company they do this to.
I don't see any difference between the govmint doing this and the Mob visiting the businesses in the area they control and taking money from the business owners (for protection from the mob).
Understood. I found this article as helpful...
“America remains ahead, but its margin of safety now depends less on simple chip counts and more on sustaining leadership in software tooling, foundational research and next-generation silicon,” Dawani said. If the U.S. sticks to “coherent” export rules — restricting only truly frontier GPUs while allowing mid-tier parts — the country will likely maintain its advantage, he said. But if policies falter, or China’s efficiency gains outpace U.S. innovation, America’s lead could shrink fast.
Just three months after halting AI chip exports to China, the Trump administration quietly reversed its policy, assuring Nvidia that it can resume shipments of its H20 processors, which are specially designed to meet U.S. export limits for China.
builtin.com
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I'm surprised that the Biden Admin first put the China foot down...lol. Overall it seems what is happening is that China having AI chip lead on the world would result in global enslavement. We see what they do with social scoring. So it is understandable why they are limited to buy security risk level AI chips. And although i agree it could look like extortion, it could not happen to a nicer government.
On one note i would say it is a way for the US to use China route against thir world famous habit of intellectual property theft. Granted its not coming directly out of China, but it would seem the Trump hope would be that China pay 15% more, so maybe it won't hurt shareholders. Even if not though, this is a market that would yield $0 vs what it will minus 15%. So the potential is there to do ok, in my view, by shareholder standards.
Ideally this seems to be a way to provide China some tech leverage while keeping a security leash on them. Which may sound cold. But in the world we live, to me, its the right thing to do. Let your rival benifit some. And as they do, allow their advance to be our counter advancement. America is not without sin. In fact, my eschatology still holds that it will be Bab the Great in the tribulation (although I am open to recant on that--currently i would see it as most likely). Even so, America still leads the free world. And still has a constitution. So by benefiting from the progress of a rival that could end up owning us and has total interest to do so (and that our own country has globalists minds that want to make money upselling China by handing her America on a silver platter), it keeps American innovation "well" funded.
TT, lets look at this another way. What has occurred over the last few decades is the Western world goes woke and has to pay extra for carbon credits while China does not. In addition China can build coal, gas, and nuclear, America and the West have been dupes and suckers. I'd say that trade deficit to be in the mid trillions at minimum. So maybe we should not tax China because we like getting played and have virtual signal to ourselves that we are doing good by saving the planet. But the way i see it is more like a way to slap globalism in the face for dupping the West to begin with. Thank God we live in world where the one that can power channel AI chips is not China.
To me its not a mob move but a sober move in light of socio-political real word conditions. To me, i kind of feel blessed that as messed up as the world is today...and the direction we are ultimately going, we actually have real world (flawed and imperfect) free world entrerprise for the most part supervision over this whole shindig. Of course there will be worldliness, and selishness, and unfairness along the way. But overall we don't have China or Russia rulling most of the world. If so, what would that look like?
The irony i love is that Nvidea manufactures mostly out of Tawain. Too bad for China they don't like what free-enterprise brings. Organic innovation. Because of their clamp down on the freedom granted by God to each person, it, to me, is only right they eat the fruits of downgrading human Enginuity. Is that fair to Nvidia? I don't think that is actually the question though. If Nvidia has a product to empower mass global control, to not keep that under checks and balances would be to hand the free world over to Russia and China. We mind as well just go full socialist now. The more important thing to me is to keep unreasonable leverage out of the hands of tyrannical rule types. If Nvidia can make a profit while doing this too, amen. They will. China is a huge market. Nvidia does not have to sell to China. But i think in general it is merciful to a people that encompasses much of the earth. The benefits to the country overall hopefully may bring them closer to appreciating free world markets without gorilla market dumping tactics to invade the West with lion shares of cheaper products. And own markets that pirate like way.
In a way it is holding China accountable, to me. Which is generally good i think. It also underscores how much of a super power broker the USA is in world economics and politics...highlighting the true American greatness. This may sound barbaric, but however...it is rather sounding. Hope this helps some in the context arena perhaps. Thanks for reading all of that.
Blessings.
