Critic faults chip export-control research: ByteDance lines up 36,000 B200s in Malaysia
nitarshan · x · 2026-11-13
nitarshan pushes back on a study about Chinese AI's Nvidia dependence: chip smuggling and "Chinese models trained on Nvidia" are the default expectation, not news. The real gap is conflating chip exports with compute access abroad — Tencent reportedly rents Blackwell capacity near Osaka and ByteDance has 36,000 B200s lined up in Malaysia. Policing third-country compute rentals would imply an extraordinary expansion of US export-control authority over the interconnected global compute market.
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