Nvidia and AMD say the US has imposed restrictions on exporting chips for AI-related applications to Russia and China, including Nvidia's A100 and AMD's MI200
The U.S. has begun to impose fresh restrictions on exports of advanced chips necessary for AI-related applications to Russia and China …
Protocol Max A. Cherney
Related Coverage
- Form 8-K — On August 26, 2022, the U.S. government, or USG, informed NVIDIA Corporation … SEC.gov
- Nvidia says U.S. has imposed new license requirement for future exports to China Reuters
- AMD says U.S. told it to stop shipping top AI chip to China Reuters · Stephen Nellis
- U.S. Restricts Sales of Sophisticated Chips to China and Russia New York Times
- Nvidia stock falls after U.S. government restricts chip sales to China CNBC · Kif Leswing
- US Tells AMD, Nvidia to Stop Selling Advanced AI Chips to China PCMag · Matthew Humphries
- U.S. restricts chip sales to China Axios · Rebecca Falconer
- U.S. allows Nvidia to export, transfer tech to develop AI chip Reuters
- US restricts sale of AI training chips to China The Verge · James Vincent
- US orders Nvidia and AMD to stop selling AI chips to China CNN · Michelle Toh
- US restricts Nvidia and AMD sales of AI chips to China and Russia Silicon Republic · Leigh Mc Gowran
- U.S. tightens chip export rules to China, hitting Nvidia and AMD Nikkei Asia · Cheng Ting-Fang
- US blocks Nvidia AI chip exports to China Financial Times · William Langley
- Nvidia says US blocked it from exporting best GPUs to China, will cost it $400m a quarter DCD · Sebastian Moss
- Latest U.S. Chip Curbs Deliver Setback to China's AI Ambitions Wall Street Journal
- U.S. ban on Nvidia and AMD A.I. chips sales will restrict China's and Russia's militaries—and may curb tech advances in other fields too Fortune · Grady McGregor
- New US export rules prohibit Nvidia and AMD from selling high-end accelerators to China and Russia TechSpot · Rob Thubron
- US government slaps Nvidia and AMD with new Russian and Chinese export ban Telecoms.com · Andrew Wooden
- US Asks Nvidia and AMD to Stop Exporting their Best HPC and AI GPUs to China Appuals.com · Indranil Chowdhury
- U.S. Asks Nvidia To Stop Exporting Top ML Chips To China Fossbytes · Abhishek Mishra
- Nvidia Stock Drops as U.S. Limits Exports to China Barron's Online · Tae Kim
- US chip makers hit by new China export rule BBC · Annabelle Liang
- NVIDIA reveals new US government rule restricting export of AI chips to China and Russia Engadget · Mariella Moon
- US bars Nvidia and AMD from selling AI-centric accelerators to China and Russia The Register · Laura Dobberstein
- US officials order Nvidia to halt sales of top AI chips to China iTnews
- Nvidia ordered to halt AI chip sales to China, Russia Watcher Guru · Lavina Daryanani
- Nvidia Declines on Warning That China Restriction May Hurt Sales Bloomberg · Ian King
- Nvidia Warns of Sales Hit From New U.S. Chip Licensing Requirements for China Wall Street Journal · Asa Fitch
- U.S. Government Restricts Export of AI Compute GPUs to China and Russia (Affects NVIDIA, AMD, and Others) TechPowerUp · Btarunr
- U.S. Export Rules May Cost Nvidia $400 Million, Prevent Completion of H100 Development Tom's Hardware · Anton Shilov
Discussion
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@sterlingcrispin
Sterling Crispin
on x
This is a new Cold War for AI development. The US government is banning Nvidia from exporting their AI hardware to China and Russia, wild. These are their high end systems for training and deploying large AI systems, data center scale stuff. This is all made in Taiwan... messy ht…
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@lukolejnik
Lukasz Olejnik
on x
US is prohibiting the export of certain technologies (GPUs) by Nvidia/AMD to Russia, China. Performance cap. Significant technology effects. The many ways of employing such technologies are easily imaginable, including in military. https://www.sec.gov/... https://www.protocol.com…
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@firstadopter
Tae Kim
on x
Not good for Nvidia. H100 is a KEY product “The new license requirement may impact the Company's ability to complete its development of H100 in a timely manner” $NVDA
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@byron_wan
Byron Wan
on x
🇺🇸 Department of Commerce has ordered Nvidia to stop exporting its top-of-the-line AI chips — A100 and H100 designed to speed up machine learning tasks — to China. On the other hand, AMD has been instructed to stop exporting its MI250 AI chips to China. https://www.reuters.com/..…
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@therealjoshye
Josh Ye
on x
The announcement signals a major escalation of the U.S. crackdown on China's technological capabilities as tensions bubble over the fate of Taiwan, where chips for Nvidia and almost every other major chip firm are manufactured. 3/
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@mingchikuo
@mingchikuo
on x
(4/4) 5. It is worth noting whether Chinese clients will directly/indirectly place rush orders to increase inventory to reduce the potential risk from US gov's possible expansion of sales restrictions. If so, that might benefit supply chain utilization rates in the short term.
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@therealjoshye
Josh Ye
on x
Nvidia said on Wed that U.S. officials told it to stop exporting two top computing chips for AI work to China, a move that could cripple Chinese firms' ability to carry out advanced work like image recognition and hamper Nvidia's business in China. 1/ https://www.reuters.com/...
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@firstadopter
Tae Kim
on x
This is a big geopolitical move. The U.S. government is limiting the sale of Nvidia's best AI data center chips to China $NVDA https://www.barrons.com/...
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@chernandburn
Max A. Cherney
on x
BREAKING (again): U.S. to restrict Nvidia from exporting its A100 and H100 server chips to China and Russia. Company says roughly $400 million of revenue at risk if customers there don't buy alternatives. More to follow... https://www.sec.gov/...
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@firstadopter
Tae Kim
on x
U.S. government “indicated that the new license requirement will address the risk that the covered products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia.”
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@kevinallison
Kevin Allison
on x
Two reasons why this is a big deal: 1. Broad - covers current + future high end GPUs used in AI, HPC, etc. Applies to any exports to 🇨🇳 🇭🇰 and🇷🇺. 2. Business impact - NVIDIA filing warns it could delay new chips or force it to move ops out of China. https://www.sec.gov/... https:…
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@jerrycap
@jerrycap
on x
$NVDA “on Wednesday said that U.S. officials have ordered it to cease exporting two of its top computing chips for artificial intelligence work to China, hampering a business that accounted for $400 million in sales in the current quarter” https://www.reuters.com/...
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@mingchikuo
@mingchikuo
on x
(1/4) My take on the US government's restriction on Nvidia and AMD's AI chip sales to China and Russia. 1. China leads the world in AI patent filing (https://t.co/...), and US's restriction on AI chip sales would secure the US lead in the AI area.
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@mingchikuo
@mingchikuo
on x
(2/4) 2. AI development is one of a country's core competitiveness, and its applications include aerospace and military, etc. 3. Affected AI chips of Nvidia (H100 & A100) and AMD (MI250) are all made by TSMC's advanced nodes.
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@thedragonfeeder
Chris Fenton
on x
“The U.S. government has applied increasing export restrictions to chips made with U.S. technology because of fears that Chinese companies could use them for military purposes or steal trade secrets.” Logical... https://www.cnbc.com/...
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@mingchikuo
@mingchikuo
on x
(3/4) 4. The impact of the sales restriction on suppliers such as TSMC is limited, but investors worry US gov may expand restrictions on more chips which could affect more server-related or other products. This uncertainty could be a structural risk for the semiconductor sector.
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@stephennellis
Stephen Nellis
on x
U.S. officials have told @NVIDIA and @AMD to halt exporting their top AI training chips to China. The rules will have a huge impact on China's advanced AI sector, and could cost NVIDIA up to $400 million in sales this quarter. More here with @leejane71 https://www.reuters.com/...
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@therealjoshye
Josh Ye
on x
Nvidia said it had booked $400 million in sales of the affected chips this quarter to China that could be lost if Chinese firms decide not to buy alternative Nvidia products. It said it plans to apply for exemptions but has “no assurances” that U.S. officials will grant them. 2/
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@dnystedt
Dan Nystedt
on x
The US plans to impose restrictions on the export of chips used for AI to China and Russia, including advanced graphics chips (GPUs) from Nvidia and AMD, media report, noting both companies say they were notified about new export licensing requirements. $NVDA $AMD $TSM
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@counternotions
Kontra
on x
What took so long? https://twitter.com/...
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@nano_arun
Arun Mampazhy
on x
1) Likely to put extra pressure on global semicon growth Could work in either direction or neutral directly for India 2) Long term, China may develop its on capabilities https://twitter.com/...