Experts say Nvidia's H800 chip for China will likely take 10% to 30% longer to carry out some AI tasks and could double some costs compared with its H100 chip
Reuters : Tweets: @rnaudbertrand , @_mm85 , and @byjoshye Tweets: Arnaud Bertrand / @rnaudbertrand : We're now in the ironical - but eminently predictable - situation whereby “U.S. microchip export controls are having only minimal effects on China's tech sector” ⬇️ but are having tremendous negative impact on US and “allied” semiconductor companies... https://www.reuters.com/... @_mm85 : US chip restrictions could in the long run have the outcome, that China's AI compute ecosystem runs more effective algorithms and setups. Simply, because the sanctions incentivise them to optimise for cost to stay competitive. Good Reuters article: https://www.reuters.com/...... https://twitter.com/... https://twitter.com/... Josh Ye / @byjoshye : Our latest focus story: China's AI industry barely slowed by US chip export rules Tencent in April estimated that systems using Nvidia's H800 will cut the time it takes to train its largest AI system by more than half, from 11 days to four days. https://www.reuters.com/...