Analysts from Bernstein assert that banning Nvidia chip exports won't halt China's AI advancement, as Chinese companies are reducing reliance on these chips. They have started using alternatives, notably Huawei's technology, to overcome restrictions, performing computations on available edge devices and integrating various chip capabilities, despite ongoing software challenges. The H20 chip's performance being lower than some Chinese equivalents indicates that a ban would disadvantage US companies, handing a larger share of the AI market to China.
Banning the H20 would make no sense as its performance is already well below Chinese alternatives; a ban would simply hand the Chinese AI market completely over to Huawei.
Chinese companies have been reducing their reliance on Nvidia chips, performing model training on unrestricted devices and shifting inference workloads to alternatives.
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