well, china is currently facing bottleneck, that is, they have good researches and so on, but US put restriction on GPU export and as a result china is stuck with old GPU models.
I think it will play a big role in the long run because the slower the GPU, the longer training it takes, so basically you might be few years fall behind just from this alone.
moreover, the US is trying to ban deepseek with sam altman proposed idea.
the only reason why china is so invested on creating their own GPU right now with company called moore thread although there's virtually zero people willing to buy it.
Nvidia is a large and leading company in the field of GPU development and supply but they are not the only company that manufactures GPUs. With the rapid development of AI field, they are facing fierce competition from AMD, Intel, Google, Amazon, and Microsoft, restricting chip export will not benefit their revenue. Sooner or later, export restrictions will have to be lifted because the Chinese market has always been considered a huge consumer market.
Where do you get the information that the US is trying to ban deepseek? Microsoft and Apple have even collaborated and considered integrating it into their products. More notably, President Trump has also acknowledged the development of deepseek.
If they ban deepseek it just shows their incompetence it's not a fair competition and i don't think trump would do something stupid like that.
https://x.com/BRICSinfo/status/1887918186604998932