Graphics card – new US restrictions on China
Nvidia and AMD have been ordered to limit sales of high-performance graphics cards in China in a bid to curb the country’s AI development potential.
The world’s two largest graphics card makers, Nvidia and AMD, recently announced that they must obtain a new license from the US government for future shipments to China.
For Nvidia, the new US directive applies to two products, including the A100 and H100, which are high-performance graphics processors used in businesses. At ADD, the limit is for MI250 production. In addition, all products from manufacturers with similar or better performance require US government approval.
The ban is intended to “mitigate the risk that the above products will be used for military or military purposes in China,” according to a filing by Nvidia with the U.S. Securities and Exchange Commission.
follow up ReutersThis is a major step forward in the United States’ attempt to undermine China’s technological capabilities. “Without chips from US companies like Nvidia and AMD, Chinese firms cannot guarantee the cost-effectiveness of using advanced computer systems for video, audio and other operations,” the website reads.
Artificial intelligence applications such as image recognition and natural language processing are now widely used in consumer electronic devices such as smartphones. They are also used in the military field, e.g. B. for tracking satellite images, monitoring weapons or military bases and analyzing information for intelligence gathering.
Nivea said the US government’s restrictions also apply to the Russian market. However, the company does not currently have any major customers in this country. In China, the above question can cost the company about 400 million. Quarterly Earnings in US Dollars. Shares of Nvidia fell 6.6% and AMD 3.7% after the news.
follow up CNBCNvidia is applying for permission to continue exporting some products to China, but the outcome is unknown.
The U.S. hasn’t said whether to introduce new standards for AI chips sold to China, but the U.S. Department of Commerce confirmed it will review China-related policies and procedures so as not to harm end users, but to discourage “abuse advanced technology”. “.
Lu Kui (Consequences Reuters, CNBC)