NVIDIA Rumored To Collaborate With DeepSeek To Develop Custom AI Chips For China; Massive Turnaround Plan For Domestic Markets

I think if NVIDIA moves outside of the US, Trump would have no choice but to keep exempting their products from the import tariffs since there's no US-made alternative at the moment and there won't be one for a while. But NVIDIA may not have a choice but to move out, especially if they want to keep their market position against Chinese firms over the long run. If they stay in the US they face a likely future of being locked into the US market with the rest of the world being dominated by whatever competitive accelerators come out of China. If they move out, and especially if they move to China, they could become the CCP-blessed domestic AI hardware maker, before another Chinese firm is able to get there. They'll have the world market to export to as well as the US, for as long as the US doesn't have a competitive product. After that it'll be just the rest of the world since China's NVIDIA product would always have price advantage compared to US offerings. Of course under a China NVIDIA scenario they likely won't be able to keep their IP fully closed or their profit margins within China, and perhaps abroad.

Would they even need to move? Just create a China based subsidiary and sell them consultancy in the form of expert chip designers.

I mean American isn’t looking so hot right now, but that doesn’t mean China is suddenly an angel