Thread by @wmhuo168

Nvidia isn’t back in China. It’s selling crippled chips while lying to investors. Here’s the real story.👇

Nvidia Is Back on Track in China. Here's What You Need to Know. | The Motley Fool share.google/igYSiJ3NOpjR8y…

Nvidia’s so-called return to China is a Wall Street fantasy. The H20 is not a breakthrough. It’s a handicapped chip stripped of performance to barely comply with U.S. export rules. China bought it because it was convenient, not because they need Nvidia. (1/9)

CUDA, Nvidia’s secret sauce, is now banned across Chinese government projects. No datacenters, no AI training, no critical systems. Without CUDA, Nvidia’s GPUs are paperweights in China’s AI future. (2/9)

China has already built alternatives. Huawei’s CANN stack. Alibaba’s in-house toolkits. OpenCL and homegrown frameworks. CUDA isn’t the future in China. It’s a legacy liability. (3/9)

The H20 is a junk chip. It has downgraded memory, crippled interconnects, and reduced compute. Selling it as a viable AI solution is a bait-and-switch. No one serious is training frontier models on that. (4/9)

Jensen Huang knows the truth. But instead of leveling with investors, he flew to Washington, then Beijing, to salvage face and protect stock momentum. Nvidia’s market cap is held up by hopium. (5/9)

Bloomberg, CNBC, and Motley Fool ran with the fiction. They cheered “Nvidia wins China back” without mentioning that CUDA is banned or that China is phasing Nvidia out at every level. (6/9)

The Chinese aren’t just rejecting chips. They’re replacing the entire stack. Domestic GPUs. Native software. Proprietary compilers. Nvidia is being quietly erased from relevance in the world's largest AI growth market. (7/9)

What we’re watching isn’t competition. It’s decay. America once led through engineering. Now we lie through marketing, sell crippled hardware, and beg for export loopholes to stay afloat. (8/9)

This isn’t a comeback. It’s a con. Nvidia’s China play is a short-term distraction masking a long-term retreat. And the real fools are the ones still buying the narrative. (9/9)