cnevpost covered thisWith the new ban on exporting Nvidia AI accelerators to China. From 1 to 10 how badly is NIO, the marketing company, going to be affected?
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https://www.rt.com/business/561713-uk-winter-heating-study/ Some of those poor Brits will be poorer when they realize their water pipes got frozen and then it bursted open lmao.www.sinodefenceforum.com
Looks like NIO will suffer some short term transition cost. If I were them, I'd demand refund from Nvidia. Looks like AMD didn't work out and now Nvidia won't work out either.
It seems to be simple enough to just use Alibaba cloud (which is what Xpeng is doing) which actually use Alibaba's self designed Yitian chips which is based on TSMC 5 nm process
or they could use Baidu cloud server which uses Baidu's Kunlun 2 chips based on Samsung 7 nm process
the other one to keep your eye on is the self driving chips. The only reason US gov't haven't blocked smart driving chips from China is it's unaware of how far ahead China's autonomous driving technology is.
I think it's fine to use snapdragon or Orin on your cars in the next couple of years (BYD is using Orin for 2023). You just need to make sure you have domestic alternatives under development also. That's why everyone (especially BYD) has invested in Horizon Robotics. On top of that, BYD is working on their chip.