Earlier quoted context omitted.
wouldn’t a better strategy be have china depend on those product but require a sorts of built-on remote control in them in case of a conflict.
Eric Schmidt, the former Google chairman, told Reuters in a recent interview that high-end processors should have kill-switches. “Knowing where the chips go is probably a very good thing. You could for example, on every chip put in essentially a public private key pair, which authenticates it and allows it to work”. hxxps://www.reuters.com/technology/chip-challenge-keeping-western-semiconductors-out-russian-weapons-2…
US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
211–220 of 645 posts
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#212Earlier quoted context omitted.
In so many ways: it really wasn't. China made a bluff, because that's what you do when you're in power in China, and the US went "we're not Chinese" and then China went "k" and nothing happened and no one cared. China didn't back down, they never stepped up. Blustering is literally part of "that just what you do". You don't call someone's bluff in China, you never believed them in the first place, you only nodded ini…
https://en.wikipedia.org/wiki/China%27s_final_warning China cared a lot. For sure, the US didn't believe china would do anything. The stance of the US is clear though. China is under US protection. Doubly so in light of the recent 1.1 billion dollar military aid deal: https://www.bloomberg.com/news/articles/2022-08-30/biden-adm...
>China's final warning
It's hilarious when people daftly throw this Soviet meme from the 60 which ended in Sino-Soviet border war in 69. PRC has gone to war with US+UN, USSR, India... threatend UK over HK handover, and supplied Vietnam against France over security concerns much smaller than TW. That makes PRC the only country who has no qualms with going hot with EVERY NPT nuclear state. China's final warning has consistently preluded to war.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#213This doesn't just ban A100s. It bans those and "any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100." It's a ceiling on the performance that can be exported. In an exponentially scaling industry, this is the equivalent of an announcement in advance of a complete ban on competitive products 2-3…
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#214Earlier quoted context omitted.
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…
i doubt that is actually true - the old chinese civilization is long gone. It's like saying that the american indian civilization is still here today.
> they still made great progress
they did - and to obtain that progress, they had to open up to world trade, to become part of the international community, and to cooperate.
It's proof that free market and international trade is not zero sum, and that all parties benefit.
But now that progress has been made, the chinese gov't seems to want to usurp more - both politically as well as economically. They desire the advances that their western trade partners enjoy, but don't desire the political freedom, and self-determination that would also come with such advances.
I think the US is not in a good strategic position to overcome china economically, unfortunately. The fact that the US has resorted to politically motivated bans like that is a clear sign. And china has progressed enough that i dont believe such bans will be effective at all - at most it will slow down the progress by about a couple years.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#215https://www.tomshardware.com/news/baidu-unveils-kunlun-ii-pr...
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#216Earlier quoted context omitted.
I've always hoped that the US would restrict hardware exports under ITAR, as AI is absolutely a military weapon. I doubt, though, that they will restrict the export of the raw material for creating AI: data.
They can’t even get their own companies to restrict the use of their citizen’s data lol.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#217Earlier quoted context omitted.
Mainland China has no current and short-term future capability to manufacture cutting-edge chips of the kind used in these GPUs.
SMIC just announced 7 nm and Biren announced a GPU with claimed H100-like performance.
SMIC 7nm: https://www.tomshardware.com/news/china-chipmaker-smics-7nm-... (ignore the journalist-speculative headline, but pay attention to the following)
> "This low-volume production product may be the steppingstone for a true 7nm process that incorporates scaled logic and memory bitcells. Since bitcoin miners have limited RAM requirements, they likely do not feature the typical bitcell memory that the true 7nm technology definition requires (both scaled logic and bitcell adoption). This chipset likely demonstrates the logic part but not the bitcell aspect," said TechInsights.
Biren: this looks to be diffused by TSMC.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#218Earlier quoted context omitted.
Could very well be, I sincerely hope not. If you remove the facade of petty wars of insert-your-current-thing, I was surprised to see that Biden is even more pro-US and anti-China/Russia than Trump from a strategic standpoint. US is becoming the IBM of sorts of nation. Slow, sluggish, inefficient and it's gonna continue to peddle on as far as no one fucks with the food supplies (or guns).
> US is becoming the IBM of sorts of nation. Slow, sluggish, inefficient You should look at the GDP per capita of the US compared to literally every other country in the last 10 years.
i dont think it's wrong to compare the US to IBM. The GDP per capita is high still because the returns from investments made many decades ago (in fact, almost a century ago!) are bearing fruit. I'm talking about highways, infrastructure and research/development.
But those investments will eventually be completely consumed. So what investments are being made today that would replace it?
IBM was still very profitable when their downfall began.
Re: US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia
#219Earlier quoted context omitted.
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
#220To me this is a pretty clear message that the US will defend Taiwan with full force.