Earlier quoted context omitted.
Lack of high end tech will be the least of your problems if China and the US get into a hot war.
Why would China and the US get into a hot war anyway?
They aren’t. China needs the US more than the inverse
US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
151–160 of 645 posts
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#152Earlier quoted context omitted.
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.
Could you describe how this works? What if a company in Kazakhstan buys them and then ships them to Russia? How would the US "charge" a Kazakhstan company? Is it AMD that would be charged? Would AMD be liable for every card they sold? How many levels of misdirection until they're liable? I know nothing about this.
There is a weird extraterritoriality concept that essentially says that if you use USD to commit a crime (they have the buy cards in USD at the beginning), that you can be prosecuted in the US, even if you are not from the US.
"any company or individual can be investigated, charged and sentenced because of a remote link with US jurisdiction, such as a transaction in US dollars, the existence of a subsidiary onto US territory, or an exchange with a US citizen."
I may be wrong (I'm just guessing) but I suppose that this may be one of the non-technical and legal reason crypto platforms prefer USDC or USDT rather than pure USD.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#153Earlier quoted context omitted.
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.
Yeah, and when China decides destroy their fabs with missiles. What are are you going to do then. In case you don't know, missile defense doesn't actually work well.
Is it possible to move fabs to bunkers? I know nothing about fabs so I know my question is probably naive.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#154I'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…
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Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#155Earlier quoted context omitted.
Probably yea
A Taiwanese war immediately means a naval blockade, the us won’t be able to lift it with any certainty. There is 0 interest in a hot war with China among Americans. I doubt we’ll see any American military action that could lead to a deployment other than naval.
> I doubt we’ll see any American military action that could lead to a deployment other than naval.
Err, you other points aside - that's how you'd contest a nail blockade, with an opposing naval force.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#156I'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 am ready to buy every piece of hardware, smart phone, laptop, GPU in the minutes after an invasion or a blockade is announced, it will be the single best investment of a lifetime.
+ with such goods if you are in the EU, you have up to 14 days to send them back and get a full refund, so basically you have 14 days to resell them double the price with no downside risk.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#157Does that mean the US is acknowledging that Taiwan isn't China?
No. The only countries which officially recognize Taiwan as independent are: Belize, Guatemala, Haiti, Holy See (Vatican City), Honduras, Marshall Islands, Nauru, Palau, Paraguay, Saint Kitts and Nevis, Saint Lucia, Saint Vincent and the Grenadines, and Tuvalu.
Slightly missed the point: NVidia uses TSMC to make their GPUs. TSMC is in (as the name suggests) Taiwan, so either NVidia -by default- is violating this order by exporting to China because the fabs are in China, or they're not exporting to China because the US now officially recognizes Taiwan as "not China".
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#158This page appears to rely on Javascript. For HN readers not using JS: 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 verif…
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Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#159Earlier quoted context omitted.
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?
I think it's only ridiculous to the recipients of US MSM (which don't get me wrong, is hegemonic, but still insular). There's no confusion to it from the perspective of the RoC government (which claims a much wider legacy of the Qing government than the PRC does), the US government's official stance and 180 of 193 UN member states.
RoC only claims that because any deviation from their existing policy is "declaring independence" and what China wants as an excuse to invade and kill millions of people.
Which is only ridiculous and unknown to consumers of China and Russia MSM.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#160Earlier quoted context omitted.
Yeah, and when China decides destroy their fabs with missiles. What are are you going to do then. In case you don't know, missile defense doesn't actually work well.
I don't think China will destroy the very thing they're trying to capture.
No, but trivial to shutdown fabs by destroying power infra down the chain. Capturing fabs that run on sanctionable supply chains to get look at hardware is secondary to PRC preserving fabs as barginning chip to restart semi production once countdown to western hightech industrial collapse starts ticking.