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Technology Stocks : Investing in Exponential Growth

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To: Paul H. Christiansen who wrote (1040)11/10/2023 1:05:46 AM
From: Frank Sully   of 1057
Hey Paul! What do you think of the new AI Chip Wars prompted by US sanctions? Include AMD M300 in your discussion if you like.

A year ago the US sanctioned high-end AI chips, sales to China targeting NVIDIA A100 and H100 AI chips, the world leaders. Shortly after NVIDIA began selling lower performance A800 and H800 AI chips which avoided the sanctions. Simultaneously, Huawei (a Chinese chip might. which is immune from sanctions) developed the ASCENT 910B AI chips. These are supposed to compete with NVIDIA's A100 AI chips.

Recently, the US tried to punish NVIDIA again with new sanctions against the A800 and H800 chips. One immediate reaction was the announcement that Baidu was buying 1,800 Huawei ASCENT 910B AI Chips. Today NVIDIA announced a new line of less powerful AI chips to sidestep the new US sanctions.

We should see the impact on NVIDIA's sales when 3Q results are released soon. It is likely that the immediate impact will be negligible since A100 and H100 chips are sold out till mid-2024. And NVIDIA'S reputation could help maintain their exponential growth trajectory with the new lower-powered AI chips substituting for the A100 and H100 chips in China. But clearly the emergence of Huawei's ASCENT 910B AI chips muddes the waters.

What are your thoughts?
TIA, Frank
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