Hardware

These sanctions indirectly make Intel and AMD even more competitive in HPC in China due to the performance cap. Take for example Gaudi2, its significantly cheaper than Nvidia's offerings but also comes up a bit short on performance (ends up being better price to performance than Nvidia). These sanctions would affect Gaudi2 too but not the Chinese variant Intel is making, and with the U.S. government setting a performance cap suddenly the other metrics become far more important, like pricing and availability.