News U.S. legislators criticize decision to resume Nvidia H20 GPU shipments to China — demand new export rules for AI hardware

[Admin]

Legislators criticize the U.S. government for allowing AMD and Nvidia to sell AI GPUs to China again, but instead of reinstating the ban, they call for new export rules based on what China can build itself.

U.S. legislators criticize decision to resume Nvidia H20 GPU shipments to China — demand new export rules for AI hardware : Read more

 

[bit_user]

Moolenaar recommends that export rules adopt a dynamic standard that stays just ahead of China's known domestic capabilities, rather than relying on fixed U.S. performance metrics.

This makes sense, as it would negate the short-term incentives and market support for domestically-developed competition. China has plenty of state support to fall back on, but that model can be very leaky and inefficient. So, this seems like the best bet, if your goal is to slow Chinese development of both hardware and software, and it still generates revenue for Nvidia (though, I'm sure not as much as they'd like).

 

[Brainle55]

First, I have no hate about anybody just don’t like the injustice (our world)!

The United States of America loves competition if, and only if, it is 100% certain of winning. Moreover, with all its technology, it can be said that it is the biggest cheater on the planet, spying every second on everything other territories do (look Ukraine / Russia for example, a real joke for them, a lot of money). However, there isn't much to spy on since it is technologically far more advanced than any other territory.

Let's hope that China will eventually free itself from its dependence on the United States of America, not just technologically, but in everything, and that other territories will follow its example.

It is not healthy for one territory to control all the others, as has been the case for over a century with the United States of America, which, contrary to all the propaganda, is far from perfect (health, education, housing, food, and the wealthy are "forgotten" about the poor, who number over 100 million people in the United States of America).

 

[RedBear87]

This makes sense, as it would negate the short-term incentives and market support for domestically-developed competition. China has plenty of state support to fall back on, but that model can be very leaky and inefficient. So, this seems like the best bet, if your goal is to slow Chinese development of both hardware and software, and it still generates revenue for Nvidia (though, I'm sure not as much as they'd like).

The end result is just about the same Jensen warned of. Put the Chinese in a situation where they will *need* to develop something better and eventually, they will. America's policies are basically accelerating Chinese development of advanced semiconductors. Of course politicians don't care about it, because they think in 5 years cycles, at most. That's why everyone loves democracy, lol. I, for one, salute our new Chinese overlords. They're better than the old ones who want, at the same time, to put tariffs on us and pay more for the "privilege" of being under the imperial protection, anyway.

 

[bit_user]

America's policies are basically accelerating Chinese development of advanced semiconductors.

The point of Moolenaar's proposal is to minimize that, but the Chinese have been working on bootstrapping their own semiconductor industry for a long time. They'd get their no matter what, so it's really a question of "when?"

 

[JTWrenn]

The point of Moolenaar's proposal is to minimize that, but the Chinese have been working on bootstrapping their own semiconductor industry for a long time. They'd get their no matter what, so it's really a question of "when?"

Agreed, but the question is will we speed it up or slow it down by stopping them from purchasing the chips from us. Also, is it worth it to let them purchase and give them faster AI but get the resources from them to do it.

To me it's a short term boon and a long term fail to restrict these things. In that case I say don't do it. Long term is almost always more important and the short term won't help us that much. Better to move production away from China as best as possible and keep them as a customer to help it but 2 gens back. That is the better way to do it and sort of what they are proposing here.

Hard limits don't work as they make a wall that can be worked around, and we incentivize that by making it so inflexible. If they know they will get the next gen in a year it doesn't make as much sense and they just work with what you give them. Then you use that capital to speed up and grow your next gens.

Lot's of ways to do it and as usual we use the thing that gives the most political capital by making it super simple, and less effective but you can wave around that you did something.

 

[bit_user]

Agreed, but the question is will we speed it up or slow it down by stopping them from purchasing the chips from us.

I think the consensus is that will speed it up, which is why he proposed selling them only chips just a little better than what they can make on their own.

Then you use that capital to speed up and grow your next gens.

Not sure if you noticed this, but Nvidia isn't exactly short on capital. What's holding them back is mostly TSMC and SK Hynix (for HBM).

 

[Zizi Mai]

Frankly if you're not operating your business in US, it's insane for your company to purchase anything with American IP or made in USA. No company wants to be dictated who it can sell it's products to. US behavior is worst than a Communist country as no Communist country have ever dictated what it's people can sell or don't sell to the world. Neither have any such country ever in the history of this world dictated whoever bought their products cannot to be used to manufacturer goods sold to their enemies. As I'm living in a democratic country in SEA and currently in not on the sanction list, USA have pushed me to consider all items purchased not "Made in USA", to be on the safe side as nobody can guarantee what America will do next. When alternatives are available, rest assured it will be replaced. Good luck to American products. I'm not political. Just trying to survive in this chaotic business world.

 

[phead128]

US sanctions have failed through and through, might as well make some money before the doors close forever.