I agree with the export controls imposed on selling AI chips to China. It was one of the smartest things the Biden admin instituted.
There's nothing stopping Nvidia from packing up their operations and relocating. This is the threat that they bust out whenever someone wants to regulate a megacorp "we'll just take our business and the jobs we brought here somewhere else"
If Nvidia wanted to do business primarily with Koreans, Chinese, and Europeans there's nothing Trump can do other than offer subsidies, but where is the money for those subsidies going to come from when people are spending most of their money on groceries and rent?
i'm not saying that's what Nvidia is doing, but I'm curious what the plan is if these companies do decide to limit their operations in america.
Nvidia can't just pack up and become a China-first company without blowing itself up. The US controls critical parts of the semiconductor ecosystem, not just the chips, but the actual design software, tooling, and IP licensing. Even Nvidia's chips depend on American software like CUDA, and if they violate export controls, they're risking massive penalties, blacklisting, or losing access to the US market entirely. That's not a bluff, it's why even Chinese companies like Huawei are still struggling to make chips on par with 2019-era tech.
Also, Nvidia doesn't manufacture anything themselves. They rely on TSMC, which is based in Taiwan, a US ally that also enforces export controls on China. So unless Nvidia wants to go completely rogue and get itself banned from both the US and Taiwan supply chains, they're not going anywhere.
That's not what this is about anyway. Huang is trying to maintain a relationship and figure out how to keep selling something to China without crossing the red lines set by US export controls.
Jensen Huang causes stir on social media and is reported to have met founder of AI company DeepSeek
www.theguardian.com