Nvidia and its partners built a system to bypass U.S. export restrictions
121–130 of 229 posts
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#122They should cancel their patents or software copyright on the cuda apis as a response. The only reason they are dominant is because of their software control.
CUDA is not merely software control. Let's face it: it's tied to their architecture and evolves with their architecture. Ignore whatever patent and software copyright you are talking about, they are simply the best at implementing this programming model. If you port CUDA over and want high performance, you must build very similar GPUs. And can you beat NVIDIA on building their own GPU architecture without much space…
I think it is going to be difficult, especially for Nvidia GPUs
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#123Earlier quoted context omitted.
> there's less incentive for China to control Taiwan. a very minor effect imho. china doesn't want to control taiwan due to any economic reasons. It's ideological. China doesn't want the model of a free, democratic society of chinese people to exist, because it proves that the CCP's authoritarianism isn't the only "good" model. Look at how hong kong was cracked down; china took the opportunity to do it, when the econ…
Its not ideological, its to break out of the physical constraints setup by the US, to gain access to the pacific, and to the rest of asia. Simple geopolitics, just check a map.
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#124Nvidia is obviously a US company, but the chips themselves are manufactured in Taiwan. And of course China sees Taiwan as a rogue province, at at least treats invasion there as "on the table". While the US may decide to actively support Taiwan, at the very least a war over that will disrupt production. Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start.…
> As long as back-channels exist to supply the chips to China, then there's less incentive for China to control Taiwan. The ban exists as good politics (we don't ship to our adversaries) while the back-channels ensure they aren't forced into a position no-one wants them to be in. Funny I was just literally thinking about this a few minutes before I opened this thread. I think the TSMC restrictions on China is really…
TSMC sells more than it is capable of producing. This will likely continue to be a limiter for the foreseeable future. No revenue is being lost as a result of limiting export to China.
>Second, it creates a scenario in which China would take military action on Taiwan if they fall behind too far in AI due to the lack of the most advanced chips.
China's interest in Taiwan existed long before TSMC, it is ideological, not economical.
>If I’m a Taiwan citizen, I would clamor for the government to negotiate with the US and Chinese government to allow Chinese companies to use TSMC fabs. It’s one sure way to delay military action.
I am a Taiwan citizen and the majority of us don't want this, evident by the results of our recent election. That said, see prior point.
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#125They should cancel their patents or software copyright on the cuda apis as a response. The only reason they are dominant is because of their software control.
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#126Nvidia is obviously a US company, but the chips themselves are manufactured in Taiwan. And of course China sees Taiwan as a rogue province, at at least treats invasion there as "on the table". While the US may decide to actively support Taiwan, at the very least a war over that will disrupt production. Should Taiwan fall, and China choose to ban exports from there to the US, then the fun and games would really start.…
After Biden's responses to both Russian and Iranian aggression, do you think that China has any concerns anymore?
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#127Earlier quoted context omitted.
> there's less incentive for China to control Taiwan. a very minor effect imho. china doesn't want to control taiwan due to any economic reasons. It's ideological. China doesn't want the model of a free, democratic society of chinese people to exist, because it proves that the CCP's authoritarianism isn't the only "good" model. Look at how hong kong was cracked down; china took the opportunity to do it, when the econ…
This is a somewhat shallow and more buzz phrasey explanation of it. China wanted to invade Taiwan long before it became a democracy. And China is adjacent to many prosperous democracies like Japan and South Korea. Not to mention the hundred million middle class Chinese tourists and numerous students who can see the developed democracies with their own eyes. With Occam's razor, the simple answer is really that they co…
Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#128Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#129Re: Nvidia and its partners built a system to bypass U.S. export restrictions
#130There are no corroborated details suggesting that nvidia did this to exceed market expectations nor any corroborated details that suggests that nvidia has been intentionally and explicitly complicit.