News Nvidia Reportedly Asks TSMC to Rush Lucrative GPU Orders Before US-China Sanctions Bite

[Admin]

Nvidia will have to pay a premium to secure some 'super hot runs' but it will welcome the revenue from large Chinese orders for A100 and H100 GPUs.

Nvidia Reportedly Asks TSMC to Rush Lucrative GPU Orders Before US-China Sanctions Bite : Read more

 

[plateLunch]

I thought Jensen Huang was from Taiwan? Anything for a buck, I guess.

 

[emike09]

They're just rushing to get cards sold before they ruin their reputation even more. Really not happy about their mistreatment of EVGA and other AIB partners.

 

[hotaru251]

Really not happy about their mistreatment of EVGA and other AIB partners.

unless rest of em do soemthign extreme nothing will come from the evga thing.


They already sell their own gpu's.
and $ speaks...so evga's allocation is $$ for other brands.

 

[semitope]

Something's got to be wrong with that. The reason for the sanctions is national security. Rushing more of the supposedly dangerous chips to china would be an attempt to undermine national security for profit.

 

[TCA_ChinChin]

Something's got to be wrong with that. The reason for the sanctions is national security. Rushing more of the supposedly dangerous chips to china would be an attempt to undermine national security for profit.

Boy do I got a bridge to sell you... you think companies care about national security? Its profits over everything my friend.

 

[ikernelpro4]

I thought Jensen Huang was from Taiwan? Anything for a buck, I guess.

Spineless.

Wouldn't be surprising if he never mentions Taiwan ever again for a few chinese yuan.

 

[upsetkiller]

What a bunch of hypocrites lol, nvidia selling gpus to china is not a matter of national security , just like crippling huawei (for now) was not a matter of national security, thats just the Us scared senseless over the shift of power of technology and trying to hold onto the top spot, all this does is accelerate it. NO corporation is concerned with anything other than a dollar , AMD demonstrated that with their pricing the moment they had a slight edge with zen 3 until alderlake forced their prices down and to release lower end stuff. Get off the high horse will you people ? Or are forum conspiracies all there is to your lives? Pathetic .

 

[Co BIY]

Something's got to be wrong with that. The reason for the sanctions is national security. Rushing more of the supposedly dangerous chips to china would be an attempt to undermine national security for profit.

Gaming the rules in a way that directly undermines their purpose will likely result in a backlash. Whether the backlash amounts to anything is something they probably thought about. They are probably right that the reaction will be so slow that the profits will be made before anything is done.

 

[dk382]

I thought Jensen Huang was from Taiwan? Anything for a buck, I guess.

If you think that's crazy, wait until you hear where TSMC is from. Nvidia can't force TSMC to do this rush order, they have to agree to it (and they're doing so)

Maybe not everyone from Taiwan recognizes the country as being under as much threat as the US government and media would like us to believe.

 

[quadibloc2]

The purpose of the grace period was to allow shipping of chips that were part of orders that were already paid for, and partially delivered so that a refund was not possible. This kind of conduct from Nvidia is indefensible.

 

[magnum29]

The export ban is a joke. The chips have nothing to do with national security, unless by "national security" you mean undermining the businesses of Chinese tech companies. But in doing so, they're also undermining the business of Nvidia/AMD, which is now the second time they've done so, since the CHIPS act excluded subsidies for chip designers (which I do support, in any case).

Not only do I have no problem at all by this move from Nvidia to lessen the blow from the pointless ban, but I also think the ban is particularly stupid since, by banning advanced semiconductors, it undermines geopolitical stability and Taiwan/TSMC's security, since it removes any downside for China to attack or invade Taiwan, since China won't have access to those chips anyway, and so would have nothing to lose by invading.

 

[ikernelpro4]

The export ban is a joke. The chips have nothing to do with national security.

Which component do you think A.I systems are made out of? Abacus?

Also it's time to tax China and move out of there entirely. It's a disgrace that penny slave labour and artificially cheapend currency is used to kill off any global competition in pricing. We should've taxed their products accordingly from the get go, maybe then we would be producing the most basic objects such as damn toothpicks still at home...

 

[magnum29]

Which component do you think A.I systems are made out of? Abacus?

And what exactly does AI have to do with national security? I don't think the H100 has achieved the computational power needed to create a T-1000, nor do rockets, tanks , warplanes require supercomputer AI. Sure, computer vision requires AI, but old generation chips are entirely sufficient for that. Military applications require sensors, not chips for natural language processing. And it's not like it's the Chinese government who are the ones buying these chips.

Not to mention that you can still build supercomputers out of older chips, you'll just need more of them, so the cost is higher. And FPGAs can achieve the same ML performance, it's just that they're not as easy to work with. Hence if they were truly being sourced for military purposes, the US should ban all modern chips. The argument is nonsense, and as mentioned, IMO it'll only cause conflict instead of resolve any.

Edit: If you really want my take, the whole ban is entirely about gaining leverage over China to minimize the amount of support they provide/offer Russia. I wouldn't be surprised if they revert the ban if/when the Ukraine war ends.

 

[ikernelpro4]

And what exactly does AI have to do with national security? I don't think the H100 has achieved the computational power needed to create a T-1000, nor do rockets, tanks , warplanes require supercomputer AI. Sure, computer vision requires AI, but old generation chips are entirely sufficient for that. Military applications require sensors, not chips for natural language processing. And it's not like it's the Chinese government who are the ones buying these chips.

Not to mention that you can still build supercomputers out of older chips, you'll just need more of them, so the cost is higher. And FPGAs can achieve the same ML performance, it's just that they're not as easy to work with. Hence if they were truly being sourced for military purposes, the US should ban all modern chips. The argument is nonsense, and as mentioned, IMO it'll only cause conflict instead of resolve any.

Edit: If you really want my take, the whole ban is entirely about gaining leverage over China to minimize the amount of support they provide/offer Russia. I wouldn't be surprised if they revert the ban if/when the Ukraine war ends.

Of course it's about politics and leverage, nobody wants China to become more powerful than the U.S. (And nobody wants the U.S. to be the de-facto only superpower).

And what exactly does AI have to do with national security?

A LOT! And China has been investing big time into it. Everything runs on A.I systems or through them. From mail to internet usage to warplanes to R&D <-- very important to engineering & designing to production and supply lines. Everything(!). You just don't see them in their stigmatised hollywood form.

An A.I system or trained model doesn't mean it has to move or do actions for you.
Look up BlackRock and you can be certain it uses A.I. and for that you need the most powerful GPUs and CPUs on the market. China doesn't have to invent anything as they just steal our IP very(!) frequently.

It would not be surprising to hear that LapSu$ is China-APT or NK which is China by Proxy logically. Which would explain the alleged exfiltration of source code, schematics and NVIDIAs immediate hackback.

The complexity to infiltrate not one but multiple high profile companies within such a short time frame and ease underlines state-sponsored actors even more.

 

[Bamda]

Just another low for Nvidia. It just shows you how unscrupulous the CEO is, what a POS he is. I will be buying my next GPU from AMD. I won't be supporting this type of company any further.

 

[ET3D]

And what exactly does AI have to do with national security?

That's pretty naive. AI is used from anything from surveillance to guidance systems. More and more AI is used in pretty much everything, simply because it's an easy way to create algorithms that can learn what to do instead of programming every specific. You want robots to fight in the field? More accurate guns? Better night vision? AI is an answer. The possibilities are endless.

And sure, it's possible to do AI with weaker hardware. But the entire point is to slow the process down, to give the US an edge.

In the end, I don't think it will help. The Chinese will take over the world one way or another, and the US will tear itself from the inside before that. Still, it's reasonable for the US to at least make a bit of an effort.

 

[ikernelpro4]

That's pretty naive. AI is used from anything from surveillance to guidance systems. More and more AI is used in pretty much everything, simply because it's an easy way to create algorithms that can learn what to do instead of programming every specific. You want robots to fight in the field? More accurate guns? Better night vision? AI is an answer. The possibilities are endless.

And sure, it's possible to do AI with weaker hardware. But the entire point is to slow the process down, to give the US an edge.

In the end, I don't think it will help. The Chinese will take over the world one way or another, and the US will tear itself from the inside before that. Still, it's reasonable for the US to at least make a bit of an effort.

China faces a lot of problems themselves, don't believe their image propaganda as a rising super-cities power. They still have a lot of poverty and crime. If we had the same open coverage for CN as we do for the U.S. (with shows like LWT, Documentaries, LSC etc.) we would have a different image of them.

Fact is, they are meeting a point where they have to move from producing things with cheap labour to higher living wage/standards and middle-class economy with hundreds of millions to a billion people.
The cheap labour processes will go to other Asian countries that will prosper economically, you may have even noticed glimpses of that shift in recent years.
China, due to it's political and societal nature, can't have a silicon valley as the U.S. does. It just can't flourish the same way because there is no open conversation and education in China. How can you have a bastion of invention and knowledge when you live under a regime of oppression and avoidance of "dangerous" ideas.

It may work out, but certainly not at the same efficiency.

I wanna see how that could possibly happen...Doesn't help that they had a one-child policy and a middle class that soon won't give birth to a lot of new young folks as it happens to every prospering developing society.

Count that in with the fact that those new generations will have to provide for the massive fleets of older ones and you'll see why they invest enormously in Automation and A.I.
Climate change is also a massive topic for them.

 

[ClemCa]

With how the US equate national security to national economic interest, it's surprising people still believe their worries are founded. Sure, their hegemony is at risk, but they sure like to do dirty tricks. I've never thought once they weren't abusing their position in the world. Don't misunderstand me, China is doing really bad stuff, but the US are literally trying to stop an entire country from striving because they want to stay 1st. As with Huawei, national security is just an excuse, they still haven't given anyone proof of what they said about Huawei, and now they are doing a chips ban based on pure economic interest.

 

[digitalgriffin]

AI is used in a lot more warfare simulations. Makes sense.

Hey NVIDIA, you're an USA company, you are only f'ing yourself.

 

[digitalgriffin]

With how the US equate national security to national economic interest, it's surprising people still believe their worries are founded. Sure, their hegemony is at risk, but they sure like to do dirty tricks. I've never thought once they weren't abusing their position in the world. Don't misunderstand me, China is doing really bad stuff, but the US are literally trying to stop an entire country from striving because they want to stay 1st. As with Huawei, national security is just an excuse, they still haven't given anyone proof of what they said about Huawei, and now they are doing a chips ban based on pure economic interest.

We know our days are numbered. We are indeed Rome. But we choose not to let the Mongol's to be our replacements. The world as a whole would suffer in terms of human rights and prosperity. I would personally be okay if the EU took our spot, or even possibly India.

 

[ikernelpro4]

With how the US equate national security to national economic interest, it's surprising people still believe their worries are founded. Sure, their hegemony is at risk, but they sure like to do dirty tricks. I've never thought once they weren't abusing their position in the world. Don't misunderstand me, China is doing really bad stuff, but the US are literally trying to stop an entire country from striving because they want to stay 1st. As with Huawei, national security is just an excuse, they still haven't given anyone proof of what they said about Huawei, and now they are doing a chips ban based on pure economic interest.

Everyone already knows that, that's the whole spiel.

It's the lesser of the evil. At least in the U.S. post-world, I can call bush out and openly point towards the CIA attempt to overthrow the Chilean government during Reagan?
Wikipedia will also be helpful in that regard. Our data will be siphoned and occasionally there will be war because the U.S. mafia boss was told no by a weaker country. There won't be any personal restrictions comparable to the CCP that I can think off. (The CCP already limits people's ID-tied on-screen time, do you think the U.S. will be able to do that to a frenchman in 2040?)

In a China post-world, there won't be Wikipedia, there won't be a platform to talk openly and there won't be a EU because we will simply be treated as sat. fractions of the great chinese xi-the-poo empire. Some of us will be "re-educated" also known as 1940 Nazi Gas Chambers and the rest will be treated as a fourth class zoo filth with no rights and no wage.
Look at how the CCP treats it's own people physically (beating people), look at HongKong and then you tell me in a China only Superpower world how we will be treated compared to the U.S.

 

[atomicWAR]

Nvidia, even saying the name feels dirty lately. I am super disappointed by this behavior and as ever this reminds me we need another solid GPU maker (AMD is not it...drivers). Intel arc is looking horrid. I would love a little help from the universe on this one. We PC gamers need this so called 3rd party GPU player to not suk. Fingers eternally crossed.

 

[Phaaze88]

Well, Invidia is Latin for Envy...

 

[Co BIY]

Fact is, they are meeting a point where they have to move from producing things with cheap labour to higher living wage/standards and middle-class economy with hundreds of millions to a billion people.

Or, ... are they at the point where the ruling classes determine they are at the highest level of development consistent with their continued complete domination and decide to clamp on the dystopian social controls. Maybe engage in external conflicts to reduce internal division and deflect some of the anger at the reduced improvements in living conditions.

China does not have to meet the per capita rates of wealth generation of the more liberal Asian nations for the CCP elites to live extremely well or for China to dominate the region. It could be very stable as a Nationalist/Socialist/Conformist middle-income nation.