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VOICE ARCHIVE

Dmitri Alperovitch

@dalperovitch
90 posts
2025-12-17
So all 3 of the leading frontier models will not be solely reliant on Nvidia going forward (Claude and Gemini are already using Trainiums/TPUs respectively). I wonder why Jensen is so desperate to sell chips to China 🤔 And what happened to the Nvidia/CUDA stack ‘addiction’?!
2025-12-17 View on X
The Information

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium; Microsoft keeps the rights to sell OpenAI's models

Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions.

2025-10-09
Huge escalation by China! MOFCOM announces new exports controls taking effect after Dec 1 of rare earths to anyone anywhere in the world producing chips or equipment to make chips below 14nm or 256 layer memory due to “military applications” 1/2 https://www.mofcom.gov.cn/...
2025-10-09 View on X
Financial Times

China unveils sweeping export controls on rare-earth minerals, creating rules akin to US measures that block chip-related exports to China from third countries

Beijing is leveraging its dominant position in the critical minerals supply chain  —  China has unveiled sweeping new export controls …

2025-01-14
The industry, as expected, is apoplectic about this rule and has been lobbying hard - large unsuccessfully - in trying to thwart or amend it. Its chief argument against it is that it risks “ceding strategic markets to our <AI chip> competitors” https://www.semiconductors.org/ ...
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

If the rule goes into effect in 120 days, it will have huge ramifications for the ability of $NVDA, $AMD and other US AI chipmakers to sell to most countries that may have ambitions to build their large clusters of GPUs to train LLMs - either directly or through hyperscalers
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

The industry, as expected, is apoplectic about this rule and has been lobbying hard - large unsuccessfully - in trying to thwart or amend it. Its chief argument against it is that it risks “ceding strategic markets to our <AI chip> competitors” https://www.semiconductors.org/ ...
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

The main competitor today to US-designed AI chips is the Huawei Asvend AI chip but it faces significant challenges (ones that other future China-built AI chips are likely to face also) https://www.theregister.com/ ...
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

However, the success of Chinese fabs is highly depend on ongoing access (purchasing and maintaining) of Western chip equipment and part makers (🇳🇱$ASML,🇺 🇸 $AMAT, $LRCX, $KLAC,🇯🇵 Tokyo Electron, Nikon), as well as chemicals and precursors made in the West https://www.bloomberg.com/...
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

And by putting a very onerous regime in place on sales of advanced GPUs on most countries (except 18 close partners and allies), it hopes to mitigate the current issue of chip smuggling into China (a lot of which comes through SouthEast Asia countries) https://www.reuters.com/...
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

However, the success of Chinese fabs is highly depend on ongoing access (purchasing and maintaining) of Western chip equipment and part makers (🇳🇱$ASML,🇺 🇸 $AMAT, $LRCX, $KLAC,🇯🇵 Tokyo Electron, Nikon), as well as chemicals and precursors made in the West https://www.bloomberg.com/...
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

The “Export Control Framework for Artificial Intelligence Diffusion” rule being announced this morning has potential to be a game changer for cementing US leadership in AI and keeping China behind this critical for decades But its success is not a guarantee 🧵
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

Thus, the success or failure of this AI diffusion rule will ultimately depend on how aggressive the US will be in shutting down sales of Western chipmaking equipment to China and setting back China's long held ambitions to establish independence and dominance in chips for decades
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

Thus, the success or failure of this AI diffusion rule will ultimately depend on how aggressive the US will be in shutting down sales of Western chipmaking equipment to China and setting back China's long held ambitions to establish independence and dominance in chips for decades
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

The goal of this rule is to ensure that America always has the majority of globally available AI compute - the most critical ingredient of training and running foundation AI models and, even more importantly, that China remains far behind for possibly decades
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

And by putting a very onerous regime in place on sales of advanced GPUs on most countries (except 18 close partners and allies), it hopes to mitigate the current issue of chip smuggling into China (a lot of which comes through SouthEast Asia countries) https://www.reuters.com/...
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

The goal of this rule is to ensure that America always has the majority of globally available AI compute - the most critical ingredient of training and running foundation AI models and, even more importantly, that China remains far behind for possibly decades
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

If the rule goes into effect in 120 days, it will have huge ramifications for the ability of $NVDA, $AMD and other US AI chipmakers to sell to most countries that may have ambitions to build their large clusters of GPUs to train LLMs - either directly or through hyperscalers
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

The main competitor today to US-designed AI chips is the Huawei Asvend AI chip but it faces significant challenges (ones that other future China-built AI chips are likely to face also) https://www.theregister.com/ ...
2025-01-14 View on X
Financial Times

The Biden admin unveils a new chip export rule that gives 18 key allies full AI chips access while requiring licenses from most other countries, including China

now the EU has shown concerns about the U.S. limits on how much AI chips certain EU states can buy.  —  ec.europa.eu/commission/p... Sung Kim / @sungkim : Commerce Secretary Gina R...

The “Export Control Framework for Artificial Intelligence Diffusion” rule being announced this morning has potential to be a game changer for cementing US leadership in AI and keeping China behind this critical for decades But its success is not a guarantee 🧵
2025-01-14 View on X
Wired

The US' new chip export rule enters a 120-day consultation period, requiring the Trump admin to listen to input, perhaps modify the rule, and then enforce it

The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.

2024-04-03
Very proud of the work of the Cyber Safety Review Board (CSRB) on this important review of the 2023 Microsoft Exchange Online intrusion that affected a number of national security officials And the threat actor responsible is the same one that did Operation Aurora in 2009!
2024-04-03 View on X
Washington Post

The US Cyber Safety Review Board faults Microsoft for a “cascade of avoidable errors” that led to the 2023 Chinese hack of top US government officials' emails

The independent Cyber Safety Review Board's forthcoming report knocks the tech giant for shoddy cybersecurity practices …

2024-03-08
“If SMIC wants to advance without ASML's EUV, [they] will not be able to produce chips at a commercially meaningful volume due to technical challenges” said ASML CEO Wennink With 30 million Huawei Mate 60 phones sold, yield doesn't appear to be terrible https://www.bloomberg.com/...
2024-03-08 View on X
Bloomberg

Sources say SMIC used equipment from California-based Applied Materials and Lam Research to manufacture an advanced 7nm chip in China for Huawei in 2023

- SMIC used Applied Materials and Lam equipment to make 7nm chip  — US wants to further limit China's access to foreign chip tech