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

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131–140 of 645 posts

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

#131
post #97

Earlier quoted context omitted.

as it should. Taiwan should become part of NATO asap just like Finland and Sweden are trying to do.

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

it is a sovereign country de-facto, the West should stop being bullied by China.

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

#132
post #49

Earlier quoted context omitted.

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

It may help them -- NVIDIA is banned but not AMD GPUs. This sort-of proves that AMDs are toys, and NVIDIA is for serious work

ROCm does need some work, honestly.

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

#134

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…

The contingency is the chips act building more fabs in the us.

CHIPS bill is a decent start but there is no replacing TSMC. A $50B watered down investment into US chips is small potatoes in grand scheme of things. Consider Apple spent $275B building up Chinese manufacturing to gain access to their market.

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

#135
post #112

Serious Question: What about the Apple M[x] series things? The M2 integrates an Apple designed ten-core (or eight-core) graphics processing unit (GPU). Each GPU core is split into 32 execution units, which each contain eight arithmetic logic units (ALUs). In total, the M2 GPU contains up to 320 execution units or 2,560 ALUs, which have a maximum floating point (FP32) performance of 3.6 TFLOPs.

Nothing from Apple is powerful enough to get banned.

Been there, done that:

https://m.youtube.com/watch?v=XjkoYlpf3EA

http://www.cnn.com/TECH/computing/9909/17/g4.ban.idg/

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

#136

Earlier quoted context omitted.

You really think TSMC will be able to fabricate and export chips at a significant fraction of full capacity during a war with China?

I'm doubt full capacity but I think there's no doubt the US will defend Taiwan with full force of military to protect those chips and this order is more evidence of that. They now seem to get how important AI is to future global order.

Yeah, and when China decides destroy their fabs with missiles. What are are you going to do then. In case you don't know, missile defense doesn't actually work well.

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

#137
post #97

Earlier quoted context omitted.

as it should. Taiwan should become part of NATO asap just like Finland and Sweden are trying to do.

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.

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

#138
post #63

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.

They'd have to get the chips from somewhere, and everything else that isn't made in China.

They can make the chips themselves. SMIC 7nm is thought to be equivalent to the original TSMC 7nm which ought to be enough for this.

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

#139
post #120

Earlier quoted context omitted.

You really think TSMC will be able to fabricate and export chips at a significant fraction of full capacity during a war with China?

Probably yea

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.

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

#140
post #129

Earlier quoted context omitted.

My other concern is the collapse of the tech sector in a few months. I'm roughly 80% certain I'll be subject to layoffs in October (though all my coworkers are clueless), and I don't think it will be anywhere close to as certain I can find a new job as during the pandemic (then for every one company doing layoffs there were two with "unprecedented-who-could-see-this-might-end" growth). Lot harder to justify a new PC…

Why is the tech sector about to collapse?

Rent, gas & food are soaking up all disposable income, so B2C is toast. B2B is selling to the B2C, so their customers are going away.
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