291–300 of 645 posts
Price surge sponsored by the U.S. government, this has nothing to do with China or Rusia.
Would somebody mind explaining how this will cause a price surge? I don't understand the economics of it.
Cutting yourself off the massive Chinese market will cause more expensive tech in the west as there are fewer people to sponsor its development.
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.
It's no different than China's COMAC who's domestically build airliner largely importing various Western components and integrating them. Just because they integrate the GE / Safran LEAP engine in their airliner, doesn't give them the IP or the capability to manufacturer that said engine.
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Bombing TSMC facilities would be extremely counterproductive to the CCP objectives.
Counterpoint: Wolf Warrior Diplomacy is extremely counterproductive to CCP Foreign Policy and diplomatic goals. It does it anyways.
This 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…
I wonder if Nvidia can use a similar loophole where the chips are clocked at lower rates for export to meet the law but can be "overclocked" with hardware modifications.
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I'm not sure I understand (litterally, without being sarcastic or something). You mean that the point of no return is already passed and that there is no reason to try to calm down things using diplomacy and cooperation, that it's purely on a power level that there is the solution ?
Are the China-embarrassing state visits to Taiwan an example of diplomacy and cooperation? That kind of cooperation and diplomacy is called coercion and incitement. The problem is, China and India have grown up now and they are going to behave like adults. And how do adult role models behave in the century XXI? Afghanistan, Lybia, Iraq, that's how.
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As a Chinese, what I want to say is that populism here has risen rapidly in recent years, the Thucydides trap has been fulfilled again, and a war is basically inevitable. is the United States determined to deal with this earth war? How much are you willing to pay to protect Taiwan?
>is the United States determined to deal with this earth war? How much are you willing to pay to protect Taiwan? Yes the US is very much determined to win such a war. A free and independent Taiwan is the linchpin of American foreign policy in Asia. America is willing to spend great fortunes in treasure and blood to keep it that way.
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You say that like chip fabrication is not the most complicated manufacturing process on earth.
You say that as if it didn't just turn out that China has been producing 7nm chips for at least a year.
I guess I don't understand what the point is? A100s are extremely powerful and generally used for ML or mining, right? But mining is already illegal in China and if the PRC wants to do military AI, I'm sure they're capable of building their own super computer without A100s. This isn't banning weaponized ai. It just seems like a minor annoyance to a couple of China's bigger companies who will quickly produce alternati…
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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.
exactly - i think making commercially viable versions available for import into the country do more to disrupt their indigenous industry than banning the tech!