101–110 of 645 posts
Earlier quoted context omitted.
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.
Earlier quoted context omitted.
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…
China recently announced their GPU: https://www.tomshardware.com/news/first-wholly-domestic-chin... - from the specs, it's not bad.
I thought anything above the processing power of a Playstation2 was export-controlled by default. Why these specifically?
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.
As far as I can tell, at least for components, it's never gotten less restrictive. Any processor considered fast in the late 1980s is still under EAR despite being inadequate for a modern toaster.
It's truly ridiculous trying to manage the US Government's bureaucratic bullshit sometimes. I mean, really, a toaster.
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.
I know nothing about this.
https://www.sec.gov/Archives/edgar/data/1045810/000104581022...
Note a User-Agent header with an email address is required for accessing www.sec.gov.
https://www.sec.gov/os/accessing-edgar-data
Normally I do not send a UA header so I configure the localhost forward proxy to add one automatically for www.sec.gov
It does not appear that the SEC verifies email addresses sent in UA headers.
A suprising policy for accessing public information hosted by a taxpayer-funded organisation.
I am not a "bot", I just prefer not to use Chrome/Chormium-based/Safari or other graphical browsers. I use a text-only browser. Generally, SEC filings are just text.
Does 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?
Very worrying to see the restrictions against China escalating; Especially since China is incredibly advanced in hardware manufacturing and is not at war with the West. At best, this is just pushing for escalation so they can restrict exports on their side too. Even, for them. In one of their speech (in France, on a YouTube channel called Thinkerview for those who know), one of their representative quoted a Chinese p…
Mainland China has no current and short-term future capability to manufacture cutting-edge chips of the kind used in these GPUs.
A major reason the US has had sustained influence in the world without using much force is because it has not weaponized trade. It's the reason for the strength of the dollar, the dominance of US tech and finance, and so on. Throwing that away to merely stagger a country that's destined to catch up eventually doesn't seem wise.
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.
I doubt, though, that they will restrict the export of the raw material for creating AI: data.
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.
>On July 27th, Nancy & Paul Pelosi sold all 25,000 of their shares of Nvidia, $NVDA. Today $NVDA was told to restrict chip sales in China & Russia by the US Government on August 26. $NVDA is down 20% since their initial sale, -5% in after hours today. https://twitter.com/unusual_whales/status/156511407338962534...
https://twitter.com/quantian1/status/1476589270454390787
Similarly Rand Paul, if he tried to insider trade, lost money too.
https://twitter.com/quantian1/status/1425981488408010756
Remember, most of the time, the boring normal story is the accurate one.