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.
Not inconceivable …
US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
61–70 of 645 posts
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#62Earlier quoted context omitted.
I hope you do realize you've been smoking at the proverbial gas station for 30 years now? The first step when you find yourself in a hole is to stop digging. Too late for that now, I have to admit.
I'm not sure I understand (litterally, without being sarcastic or something). You mean that the point of no return is already passed and that there is no reason to try to calm down things using diplomacy and cooperation, that it's purely on a power level that there is the solution ?
Are the China-embarrassing state visits to Taiwan an example of diplomacy and cooperation?
That kind of cooperation and diplomacy is called coercion and incitement.
The problem is, China and India have grown up now and they are going to behave like adults. And how do adult role models behave in the century XXI? Afghanistan, Lybia, Iraq, that's how.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#63Jokes 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.
They'd have to get the chips from somewhere, and everything else that isn't made in China.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#64So AMD Radeon RX is about to gain an edge on enterprise / datacenter market in China.
Well, I think Chinese providers will not entrust in US technology moving forward. Who knows when next ban would come.
I think this ban will result in worse off situtation for both countries. China is a huge market for Nvidia after all. While China will become ever more isolated in the landscape of AI/Graphics community, which is a big bad news for it apparently.
China will create its own GPUs eventually, but probably with an incompatible standard that suits only Chinese market. Like Japan in 80s/90s.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#65Does that mean the US is acknowledging that Taiwan isn't China?
It seems ridiculous that we don't officially acknowledge Taiwan. But to say it's not China, might be misleading. Does the Taiwanese government still make claim on China?
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#66So Nvidia GPUs are banned in China, huh? I wonder where does Nvidia manufacture them...
I don’t know about the current generation, but past high end pre-“data center” branded Quadro and Tesla cards were manufactured by PNY in the United States and Taiwan (which is not the PRC).
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#67Jokes 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.
Paul Pelosi bought calls, genius.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#68It will be just an incentive to manufacture their own.
More competition is always good, no matter the politics behind it.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#69Earlier quoted context omitted.
US is scared.
No, the US world police is winding down (Bretton Woods era). Expect massive chaos everywhere except in US for decades to come.
Yes I read the book as well.
US already has inside chaos (and will get way way, way way, way way worse), don't need to worry about other countries chaos.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#70Does that mean the US is acknowledging that Taiwan isn't China?
Taiwan is usually treated differently such as being exempt from the Chinese tariffs recently.