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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

#161

Post by happyopossum »

mercy_dude wrote: post #6

Jokes 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.

This is an SEC filing by Nvidia to disclose that the US Government has placed a restriction on these exports. This is not an SEC-issued or SEC-enforced export ban (which would be stupid and not make any sense anyway).

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

#162

Post by woevdbz »

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…

Hence Foxconn building up in Vietnam. I guess if I were a manufacturing company the whole ASEAN region would start to look a lot more attractive. A lot of the China-based mfrs are Taiwan owned and I suspect they are all starting to build for resilience in case of geopolitical trouble.

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

#163

Post by zahma »

ivalm wrote: post #49
fortran77 wrote: post #42

Will the US compensate NVIDIA for this?

No, this is part of the deal. You get benefits of being an American company, but you also get the disadvantages.

I’m sure there’s a fairly large federal procurement budget allocation for those chips…

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

#164

Post by throwaway_4ever »

dontlaugh wrote: post #137
neysofu wrote: post #119

Earlier quoted context omitted.

No NATO member even recognizes Taiwan as a sovereign country, going from that to NATO membership seems... quite the leap.

Taiwan doesn’t even see itself as a independent, the government there still claims all of (Qing) China.

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.

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

#165

Post by [deleted] »

riku_iki wrote: post #122
alphabetting wrote: post #114

Earlier quoted context omitted.

The supply of TSMC chips won't disappear bc the US will defend Taiwan. It's far too important. The companies with major reliance on mainland China (Apple) are the ones that need to worry.

there is no much defense from barrage of cruise missiles on tsmc facilities. Saudis couldn't defend their oil assets from Iran drone attack for example.

[deleted]

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

#166

Post by colinmhayes »

happyopossum wrote: post #155
colinmhayes wrote: post #139

Earlier quoted context omitted.

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.

Outright sinking more than a couple Chinese naval vessels would lead to a conflict Americans aren’t interested in.

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

#167

Post by stjohnswarts »

htrp wrote: post #128
fabianhjr wrote: post #46

So AMD Radeon RX is about to gain an edge on enterprise / datacenter market in China.

AMD isn't subject to the limitations as current-gen Radeons aren't fast enough. edit.... but apparently the AMD MI200 datacenter chips are subject to this

So I'd expect their next gen cards to surpass this benchmark and also be subject to trade bans.

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

#168

Post by riku_iki »

woevdbz wrote: post #150
riku_iki wrote: post #122

Earlier quoted context omitted.

there is no much defense from barrage of cruise missiles on tsmc facilities. Saudis couldn't defend their oil assets from Iran drone attack for example.

Bombing TSMC facilities would be extremely counterproductive to the CCP objectives.

I am not sure they realistically expect to take them without being damaged. If China really invade, US may decide to destroy it themselves.

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

#169

Post by woevdbz »

nomel wrote: post #59
29athrowaway wrote: post #41

It will be just an incentive to manufacture their own.

You say that like chip fabrication is not the most complicated manufacturing process on earth.

I think it's more nuanced. Left to develop it on their own, they might not succeed with a catch up effort in 5 years. Or 10. But in 20 years probably. 30 years certainly.

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

#170

Post by TheRealPomax »

xedrac wrote: post #65
TheRealPomax wrote: post #52

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?

To say "to say it's not China, might be misleading" feels like it's time to (re)look up the history of modern China, starting with the Guangzhou uprisings and following that all the way to Mao literally wiping the slate and resetting what "China" meant (in the most literal sense: modern China isn't even 50 years old, the previous culture was actively murdered out of existence), while the original Chinese government fled to Taiwan in the expectation to eventually go back home and retake their seats =)

It's not China, because of too much history.

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