NVIDIA discussion thread

[K2RULEZ]

no but i am asking for my knowledge

China has put enormous effort in the production of chips in the last few years. They are getting there. Give it a little more time.

 

[F-22Raptor]

You are mistaken like you were mistaken about many things related to China.

I’m not mistaken on anything. AI hardware and compute is dominated by NVIDIA.

 

[K2RULEZ]

I’m not mistaken on anything. AI hardware and compute is dominated by NVIDIA.

China is coming.

 

[F-22Raptor]

China is coming.

They really aren’t, in fact NVIDIAs chip dominance is accelerating. NVIDIA has $500B worth of Rubin and Blackwell demand.
AI compute is doubling every 7 months

 

[dani191]

NVIDIA has officially unveiled the Rubin chip

must of this developed in israel

 

[dani191]

https://www.timesofisrael.com/nvidi...chip-architecture-partly-developed-in-israel/ here in israel

 

[AZ_HighCountry]

They really aren’t, in fact NVIDIAs chip dominance is accelerating. NVIDIA has $500B worth of Rubin and Blackwell demand.
AI compute is doubling every 7 months

Moore's Law on steroids. At some point, a breakthrough technology will be needed. Otherwise, as Intel is now finding out, Nvidia will start to fall behind.

 

[F-22Raptor]

Moore's Law on steroids. At some point, a breakthrough technology will be needed. Otherwise, as Intel is now finding out, Nvidia will start to fall behind.

Intel has generally caught up to TSMC with their 18a process, but we’ll see how yields and customer adoption progress.

There’s still another 15+ years of current tech progression as ASML moves to Hyper NA machines in the early 2030s.

 

[AZ_HighCountry]

Intel has generally caught up to TSMC with their 18a process, but we’ll see how yields and customer adoption progress.

There’s still another 15+ years of current tech progression as ASML moves to Hyper NA machines in the early 2030s.

I come from the semiconductor industry. Intel is not in good shape at the moment. They recently announced more layoffs at the Chandler campus. Expansion of the fabs there is way behind schedule.

 

[K2RULEZ]

China is coming.

Nvidia suppliers halt H200 output after China blocks chip shipments

China has been pushing tech companies to use domestic chips in a bid to achieve self-sufficiency in semiconductor production © Dado Ruvic/Reuters

Nvidia suppliers halt H200 output after China blocks chip shipments

Parts makers concerned about whether Beijing will allow imports of AI processors

www.ft.com

I am not a prophet, but I told you guys.

 

[K2RULEZ]

They really aren’t, in fact NVIDIAs chip dominance is accelerating. NVIDIA has $500B worth of Rubin and Blackwell demand.
AI compute is doubling every 7 months

You are wrong. As you have been from the beginning. China has caught up and even exceeded the US in many areas.

 

[F-22Raptor]

You are wrong. As you have been from the beginning. China has caught up and even exceeded the US in many areas.

I’ve been right on nearly everything. China is behind the US in almost every technology that matters. AI, quantum computing, compute/data centers, software/cloud computing, reusable rockets, biotechnology, EVs/FSD, robotics, military capability etc.

When I joined this forum in 2014, the PDF Chinese guaranteed me that not only would China overtake the US in GDP, they’d 2X it at minimum. Here in 2026, the gap between US and Chinas GDP is larger today than in 2014. The joke is on you.

Meanwhile, between now and 2050, China will lose 200-250M workers. Then between 2050-2100 they’ll lose ANOTHER 300-400M workers on top of that. America is the future, not a dying nation like China. Never bet against America.

 

[F-22Raptor]

xAI’s Colossus 2 supercomputer is now operational and the first to bring a Gigawatt scale AI training cluster online

 

[Desprado123]

I remember when Nvidia was on Kepler era (gtx 680-780 ti) than all changed the landscape when Nvidia introduced Maxwell gtx 980 to gtx 980 ti and there share from usd 3 yes 3 skyrocked to 50 usd in just 2 days. However, i personally think Amd radeon a@@ whopped nvidia at time and introduced mental api that reduced bottleneck of cpu and ported pc games with much reduced drawcalls. Radeon gcn, rdna 1 2 and 3 are gem. I will personally personally buy rx 9070 xt tuf or Rog all day any day against rtx 5080. Rx 9070 XT is a goldmine for overclockers like me.

 

[K2RULEZ]

I’ve been right on nearly everything. China is behind the US in almost every technology that matters. AI, quantum computing, compute/data centers, software/cloud computing, reusable rockets, biotechnology, EVs/FSD, robotics, military capability etc.

When I joined this forum in 2014, the PDF Chinese guaranteed me that not only would China overtake the US in GDP, they’d 2X it at minimum. Here in 2026, the gap between US and Chinas GDP is larger today than in 2014. The joke is on you.

Meanwhile, between now and 2050, China will lose 200-250M workers. Then between 2050-2100 they’ll lose ANOTHER 300-400M workers on top of that. America is the future, not a dying nation like China. Never bet against America.

Your Indian friends tell similar stories on this forum, but they got a reality check when Pakistani Chinese made fighter jets downed scores of Rafale fighters.

Everyone has a big mouth behind a keyboard, but when push comes to shove things look very different on the ground.

China isn't even buying NVIDIA AI chips because China has homegrown alternatives.