But Jensen recently said that Nvidia has 0% market share in China. He couldn't be lying could he?
GN GPU Export Controls Update: https://youtu.be/dCGRXuINFz0?si=pjlwtV8fzTqAOl7f
Four people have been charged in the US with plotting to funnel restricted Nvidia AI chips into China, allegedly relying on shell firms, fake invoices, and covert routing to slip cutting-edge GPUs past American export controls. According to an indictment unsealed this week, Hon Ning "Mathew" Ho, 34, of Tampa; Brian Curtis …
NVidia doesn't sell directly to China anymore. What got these guys to get caught was being so bold as to ship large bulk orders directly to China from the US. It is probably safe to assume that most China purchases arrive via more circuitous routes, and/or smaller numbers. In the end, its only adding on to the cost, not really to availability.