Gordon Chang calls NVIDIA's chip sales to China 'incomprehensible' due to military fusion - Fox Business

Gordon Chang, a senior fellow at the Gatestone Institute, strongly criticizes NVIDIA's decision to sell Vera CPUs to Chinese clients, calling it 'incomprehensible.' Chang argues that China's military-... Read original →

NVIDIA’s shipment of Vera CPUs to Chinese clients isn’t just a sales tactic—it’s a geopolitical gamble. Technically, even downgraded chips accelerate China’s AI infrastructure, boosting domestic software stacks and compiler ecosystems. Compliance-wise, NVIDIA skirts BIS regulations; a misstep could trigger supply chain sanctions and massive penalties, spiking operational risk. Competitors like AMD and Huawei’s Ascend will exploit this window, with the latter leveraging full-stack localization to dominate China’s secure computing mandates. Within 12–24 months, U.S. export controls will shift from product-based to usage-based oversight—potentially mandating telemetry in chips themselves. Semiconductors are no longer mere components but instruments of national strategy, marking the dawn of an era defined by computational sovereignty.