The Senate’s new SAFE bill is set to curb access to advanced chips to China, but that won’t slow down the AI war — training workloads still heavily rely on Nvidia, while alternatives remain inefficient

Even as U.S. and Chinese lawmakers make it harder for Nvidia to sell its chips to Chinese customers, the alternatives aren’t able to offer a competitive product. With smuggling and obfuscated shipment routing making it possible to get around blocks and barriers, it may be that Nvidia remains the dominant training hardware provider in the region.