🇺🇸🇨🇳 The uproar over #DeepSeek “cheating” is missing the real story.

Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans.

But let’s be real: U.S. export bans don’t stop compute from flowing.

20% of NVIDIA’s revenue comes from… pic.twitter.com/jSp0hGiYPb

— Nina Schick (@NinaDSchick) 4 février 2025

The uproar over #DeepSeek “cheating” is missing the real story. Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans. But let’s be real: U.S. export bans don’t stop compute from flowing. 20% of NVIDIA’s revenue comes from

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