The Implications of the October Export Controls on NVIDIA

US Department of Commerce implemented export controls on China in October 2022 to stop PRC based data centers from acquiring full stack of NVIDIA compute./nChina may struggle to compete domestically with compute offerings for years to come due to the lack of engineering chops, export controls on chip-making, and limited networking capabilities./nDomestic companies may try to get around this problem by improving networking capabilities and scaling out, but it is not clear if it will be enough./nThere is essentially no real domestic competitor that has a chance to compete with NVIDIA GPUs./nChina's ecosystem is handicapped and they may struggle to compete on large language models.