News U.S. Export Rules May Cost Nvidia $400 Million, Prevent Completion of H100 Development

[Admin]

U.S. government now requires Nvidia to obtain a license to sell A100, A100X, and H100-based products to China.

U.S. Export Rules May Cost Nvidia $400 Million, Prevent Completion of H100 Development : Read more

 

[plateLunch]

Whoa. Nvidia was counting on data center sales to compensate for declines in the GPU business. If their data center sales get capped, they are in big trouble. Should have shorted more Nvidia.

I wonder how the USG keeps chips like the A100 and H100 from "leaking" through third parties to China. Better watch out for that new datacenter opening up in Angola!

 

[-Fran-]

Given the tense political climate around Taiwan, I'm sure the US does not want China to have access to proper AI hardware.

That cost is the cost of "patriotism", no?

Regards.

 

[Support_Lemon]

“The new license requirement may impact the Company’s ability to complete its development of H100 in a timely manner or support existing customers of A100 and may require the company to transition certain operations out of China,”
It does affect the A100

 

[bit_user]

“The new license requirement may impact the Company’s ability to complete its development of H100 in a timely manner or support existing customers of A100 and may require the company to transition certain operations out of China,”
It does affect the A100

Not sure if that's a reply to me, but the original version of the article sounded like only the A100X would be affected. It has since been updated.

That said, it's clear that the A100 hasn't previously been affected, so my points stand.

 

[ex_bubblehead]

Since people can't seem to keep politics out of the discussion this thread is now closed.