US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia

I wondered why…

the new license requirement will address the risk that the covered products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia. The Company does not sell products to customers in Russia.

The regulations are revised on a regular basis so twenty years later maybe it's more like anything above a 3090 Ti. Also I suspect that "so powerful it's almost illegal" marketing back in the day was just marketing.

It's possible that the US got wind of some military/dual-use supercomputers based on A100/H100 and decided to block them but that's just speculation.

Jokes on them. China should already have IP ownerships of these products just because of the fact that Nvidia has their manufacturing hubs based there. They will get the IP and then copy the product and sell them to the rest of the world in 1/10th of price. SEC is not stupid to not know this. May be they just want Nvidia stocks to go down so their already bought puts print now? Paul Pelosi recently bought those puts.

Taiwan (NVIDIA CEO Jensen Huang's home country)

Sign of a coming AI arms race?

If the image generation market is getting too saturated, maybe OpenAI can sell something to the government. No one has deeper pockets.