Earlier quoted context omitted.
as it should. Taiwan should become part of NATO asap just like Finland and Sweden are trying to do.
No NATO member even recognizes Taiwan as a sovereign country, going from that to NATO membership seems... quite the leap.
US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
131–140 of 645 posts
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#132Earlier quoted context omitted.
No, this is part of the deal. You get benefits of being an American company, but you also get the disadvantages.
It may help them -- NVIDIA is banned but not AMD GPUs. This sort-of proves that AMDs are toys, and NVIDIA is for serious work
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#133Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#134I'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…
The contingency is the chips act building more fabs in the us.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#135Serious Question: What about the Apple M[x] series things? The M2 integrates an Apple designed ten-core (or eight-core) graphics processing unit (GPU). Each GPU core is split into 32 execution units, which each contain eight arithmetic logic units (ALUs). In total, the M2 GPU contains up to 320 execution units or 2,560 ALUs, which have a maximum floating point (FP32) performance of 3.6 TFLOPs.
Nothing from Apple is powerful enough to get banned.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#136Earlier quoted context omitted.
You really think TSMC will be able to fabricate and export chips at a significant fraction of full capacity during a war with China?
I'm doubt full capacity but I think there's no doubt the US will defend Taiwan with full force of military to protect those chips and this order is more evidence of that. They now seem to get how important AI is to future global order.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#137Earlier quoted context omitted.
as it should. Taiwan should become part of NATO asap just like Finland and Sweden are trying to do.
No NATO member even recognizes Taiwan as a sovereign country, going from that to NATO membership seems... quite the leap.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#138Jokes 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
#139Earlier quoted context omitted.
You really think TSMC will be able to fabricate and export chips at a significant fraction of full capacity during a war with China?
Probably yea
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#140Earlier quoted context omitted.
My other concern is the collapse of the tech sector in a few months. I'm roughly 80% certain I'll be subject to layoffs in October (though all my coworkers are clueless), and I don't think it will be anywhere close to as certain I can find a new job as during the pandemic (then for every one company doing layoffs there were two with "unprecedented-who-could-see-this-might-end" growth). Lot harder to justify a new PC…
Why is the tech sector about to collapse?