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

sec.gov

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

#11

Post by wmf »

thriftwy wrote: post #9

How on earth are they going to enforce that? Kazakhstan and Turkey are bound to become unusually large buyers of such GPUs.

Companies are supposed to watch for diversion of controlled tech. There are various red flags like buyers who aren't qualified to use what they're buying.

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

#12

Post by vorpalhex »

mercy_dude wrote: post #6

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 is not PRC.

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

#15

Post by azernik »

sombragris wrote: post #7

So Nvidia GPUs are banned in China, huh? I wonder where does Nvidia manufacture them...

Most of the chip fabs are in Taiwan, South Korea, or Japan; the work in China tends to be assembly and integration later in the manufacturing chain.

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

#16

Post by colechristensen »

bottlepalm wrote: post #10

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.

There’s a long history of the top tier of computing hardware being export controlled. This is more of a recognition (a bit late eh?) of the utility of these graphics cards, though really it’s about time we started calling them something else.

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

#17

Post by ajross »

cpursley wrote: post #13

And so then Russia buys them via Armenia or Kazakstan for a 30% markup... The only way to really do this is to geo-fence disable the chips.

Depends on what you're really trying to do. Having to pay that putative 30% markup on hardware is going to be a crippling disadvantage for a China-based AI product, for example.

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

#18

Post by colechristensen »

thriftwy wrote: post #9

How on earth are they going to enforce that? Kazakhstan and Turkey are bound to become unusually large buyers of such GPUs.

Charging companies for evading sanctions and export controls is a pretty regular thing. It’s not about single units crossing the borders but large numbers which are much harder to hide and investigation of such things isn’t that hard.

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

#19

Post by Guthur »

RosanaAnaDana wrote: post #14
bottlepalm wrote: post #10

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.

More likely a landwar in asia.

Between whom?

Hard to see any particular country having the desire or where for all to undertake such an endeavour.

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

#20

Post by hoppyhoppy2 »

Guthur wrote: post #19
RosanaAnaDana wrote: post #14

Earlier quoted context omitted.

More likely a landwar in asia.

Between whom? Hard to see any particular country having the desire or where for all to undertake such an endeavour.

Russia/Ukraine
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