this post was submitted on 09 Nov 2023
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It’s fighting a losing battle against closed market protectionism by the US.
What would stop Nvidia from moving to China to bypass these restrictions or another country that doesn't restrict export and imports like the US does? Their chips are made in Taiwan anyway so they have to be imported to the US anyway. Could move to Japan?
Minimally they'd be unable to do business in US and many other countries who have good relationships with US, including eg Taiwan where NV manufactures chips and Japan that you suggest as a place to relocate to. You essentically need to look at countries US is preventing exports to, that's the list of countries where NV could move to. Not only do they need to move to one of those countries, and manager to bring all their money with them, but also gotta convince >20,000 employees and their families to go too. Its just too obsurd an idea to know where to start.