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

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

#91

Post by olladecarne »

modeless wrote: post #84

I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…

Lack of high end tech will be the least of your problems if China and the US get into a hot war.

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

#93

Post by emkoemko »

mercy_dude wrote: post #24
vorpalhex wrote: post #12

Earlier quoted context omitted.

Taiwan is not PRC.

Oh but NVDA has operational hub in PRC. And by their law NVDA would be required to hand over the IP.

even with the IP who will manufacturer the chips for them... TSMC is in Taiwan

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

#94

Post by collsni »

modeless wrote: post #84

I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…

Thinking the exact same thing. Jumping in on the new Ryzen socket.. gpu is yet to be determined.

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

#95

Post by crisdux »

modeless wrote: post #84

I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…

I thought the same thing today after reading this Credit Suisse analysis from Zoltan Pozsar. https://news.ycombinator.com/item?id=32633505

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

#96

Post by fabianhjr »

karmasimida wrote: post #64
fabianhjr wrote: post #46

So 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…

Realistically speaking the datacenters / enterprise would have to buy the next best thing in the short term, though you are right in that China (being a planned economy) will take this as economic warfare, designate GPUs as strategic resource and invest in creating domestic production capacity.

If high speed trains are anything to go by (China sends regards to the California High Speed Rail Project) then the US will be left behind by the end of the decade.

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

#98

Post by nikolay »

This is kinda ridiculous in the sense of "we've done something!" I am originally from a country, which made a lot of millionaires during the war in Yugoslavia! It makes sense to ban mass products, but niche GPUs can be imported through other countries!

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

#99

Post by tshaddox »

olladecarne wrote: post #91
modeless wrote: post #84

I'm starting to think it's a good idea to stock up on all the electronics you think you might need for the next decade. Because when China finally invades Taiwan, the supply of electronic devices worldwide is going to instantly disappear. How many electronic devices do you own that don't have any part of their supply chain in China or Taiwan or adjacent countries? The COVID shortages we all saw were practically busin…

Lack of high end tech will be the least of your problems if China and the US get into a hot war.

Or at least, it’s not obvious what electronic devices you actually would need if the supply was going to get cut off for ten years.

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

#100

Post by immigrantheart »

rvnx wrote: post #81
immigrantheart wrote: post #54

Earlier quoted context omitted.

Sorry what does this comment mean? I genuinely don't understand (not a native speaker). EDIT: Oh I think I get it, you want more cooperation, peace, among humans/countries etc. Yeah, most people want it, but in today's world, it is increasingly unlikely. On one hand, I don't like the fact that Western world emphasizes diversity and multiculturalism too much. We are too different, and forcing everyone to accept everyo…

Yeah you found the right word, peaceful coexistence :) I'm maybe too dreamy, but I feel we are all prisoners on Earth, until we reach another planet. And I believe game theory shows that prisoners are better collaborating ;) As an entrepreneur, if I'd be running NVidia (or just investor in $NVDA), I'd be extremely annoyed that I am forbidden to sell my products to a large market, just because of political pressure. R…

The problem with being in the same cell is eventually one wants to smoke and one hates smoke. Everyone should just be in their own cell, and we can do whatever we want. We can still play card game and talk.

China is the only old civilization that still strive today. As a country, they are really big. It takes tremendous amount of leadership to bring China to what it is today.

Yes the memes about China are true, like the Uyghur Muslims treatment, the police state etc. But despite all of these, despite the lack of diversity, despite the lack of Western values, they still made great progress. It shows that a nation doesn't need diversity and multiculturalism to be strong.

I'm fine with diversity and multiculturalism, I just prefer the fenced version of it.

To tell the truth, I am scared of China too (and I am scared of their influence and power over my home country, I currently reside in the US). But I respect their strength.

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