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

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241–250 of 645 posts

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

#241

Earlier quoted context omitted.

Maybe because the M2 is a TMSC made unit made in TW and there is no way Tim Apple is going to not be selling to the biggest market.. How is he going to make 5 Trillion in ShareHolder Value by 2025? - We don't need to "officially" recognize Taiwan when many congress folks invest heavily there. Don't unplug the circuit that feeds you. -- https://www.congress.gov/bill/117th-congress/senate-bill/442... Whit the the new d…

> We don't need to "officially" recognize Taiwan when many congress folks invest heavily there. Fun fact about laws: yeah you do. You can only litigate the letter of the law, not the spirit. If the law says "you cannot export to China" and the fabs are in Taiwan, then either NVidia's breaking the law by default, or they're not and the US officially recognizes Taiwan as not being part of China. Whether that's what the…

You can absolutely write law that says "you can only sell to the Taiwan region of china". Not recognizing independence but still restricting sales to mainland china.

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

#242
post #232

Earlier quoted context omitted.

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.

Everything in competition is about time and effort. No one cares if they figure it out 20 years down the road. It literally won't matter at that point, because the US will have much better by then. The world may be a different place, etc. It's all about the now.

I say "catch up" as in, covering the gap with where the US is by then. China has caught up in other fields already.

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

#243

Earlier quoted context omitted.

It's unrelated, Nancy Pelosi doesn't even profit off her stock sales. Her broker is just churning her account to look busy. 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.

What are you talking about? You don't need to profit to insider trade. Losing 5% is a lot different than losing 50%.

What's the point if you underperform the benchmark?

This is just another form of reporting an executive "suddenly sold a bunch of stock" (when they filed a 10b5-1 plan about it months ago).

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

#244
post #240

Remember when that hacker group showed screenshots of multiple stolen NVidia repositories with drivers source code and alledgedly detailed chip IP stuff? Now China announces a powerful GPU. https://videocardz.com/newz/hackers-now-demand-nvidia-should... https://www.nextplatform.com/2022/08/25/china-launches-the-i...

>Biren was co-founded with Lingjie Xu, who was a senior GPU architect at Nvidia from 2008 through 2010, then a GPU architect at AMD for two years after that before taking a job as manager of GPU architecture at Samsung for five years after that. Significantly, Xu then became a director at Alibaba Cloud, the cloud division of the Chinese hyperscaler that is one of the Magnificent Seven top IT buyers in the world. The…

>Magnificent Seven top IT buyers

I've never heard of this term before. Anyone know what companies it's supposed to include?

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

#245

This is dumb. It’s as logical as trying to ban cryptography.

This is a ban on the export of a hard-to-manufacture physical doodad. You can't keep ideas or software from spreading practically everywhere instantly, but you can absolutely slow the spread of expensive manufactured goods.

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

#246
post #4

Earlier quoted context omitted.

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.

How long would it take one A100 to crack RSA 2048?

Even if you had your GPU-packed Kilo-Google per person multiplanetary Gigagalactic computer guessing numbers for 37 times the age of the universe, it would still have a 1 in 32 billion chance of cracking. https://youtu.be/S9JGmA5_unY?t=32

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

#247
post #181

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.

It's unlikely they would pay the premium when they can rip them off or design their own for cheaper. Edit: why disagree?

[deleted]

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

#249

Earlier quoted context omitted.

Maybe because the M2 is a TMSC made unit made in TW and there is no way Tim Apple is going to not be selling to the biggest market.. How is he going to make 5 Trillion in ShareHolder Value by 2025? - We don't need to "officially" recognize Taiwan when many congress folks invest heavily there. Don't unplug the circuit that feeds you. -- https://www.congress.gov/bill/117th-congress/senate-bill/442... Whit the the new d…

> We don't need to "officially" recognize Taiwan when many congress folks invest heavily there. Fun fact about laws: yeah you do. You can only litigate the letter of the law, not the spirit. If the law says "you cannot export to China" and the fabs are in Taiwan, then either NVidia's breaking the law by default, or they're not and the US officially recognizes Taiwan as not being part of China. Whether that's what the…

Laws and regulations can be written to work with such situations, e.g., to treat different regions differently. It's not even terribly unusual. I haven't checked into this particular case, but this situation is so long-standing that I suspect things have had plenty of time to get worked out.
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