Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-11/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
urn66 If I may offer a Chinese perspective: 1. Key words in the Chinese document is not "special circumstances" but actually "needed", which is not defined, so open to discussion. 2. Other key point is academic use would be favored, suggesting elite university AI labs with the best/brightest students would be favored, as would co-op projects for leading-edge research. 3. Commodity applications for servers are put out of bounds. 4. Certainly it is a negotiating position, putting Uncle Huang on the spot to negotiate for Chinese, but CUDA lock-in is not a mutually-shared goal here. Astute observers will note Chinese have negotiation skills and generally move last. Just my 2 cents. Reply
pug_s Oh wait, I thought China wants to go out of the way to smuggle these GPU's. Reply
EyadSoftwareEngineer HHHHHHHHHHHHHHHH, i thought that China needed those GPUs, and Nvidia requested full payment in advance :ROFLMAO: now China is blocking Nvidia for ever :LOL: Reply
bit_user urn66 said: If I may offer a Chinese perspective: Thank you! I always appreciate better information and insight! : ) Reply
mo_osk pug_s said: Oh wait, I thought China wants to go out of the way to smuggle these GPU's. China want something to control GPU import, the people who live in China wants GPUs. Smuggling can be done one way and the other too. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/chinese-customs-told-to-block-h200-imports-report-claims-directive-would-effectively-ban-the-nvidia-ai-chip-from-china#main
- https://www.tomshardware.com
- Seagate launches three new 32 TB hard drives across its product lines, all using CMR tech — SkyHawk AI drive starts from $699, flagship Exos at $849
- AMD's upcoming Ryzen AI Max+ 392 hot on the heels of 9800X3D in early benchmarks — New Strix Halo APU almost matches Ryzen 7 beast in multi-core performance
- NVIDIA Unveils Multi-Agent Intelligent Warehouse and Catalog Enrichment AI Blueprints to Power the Retail Pipeline
- GlobalFoundries acquires ARC and RISC-V IP from Synopsys — company gains critical CPU IP as it grows beyond being a mere chipmaker
- U.S. House passes bill to stop Chinese companies from accessing export-controlled American AI chips using offshore rental loophole — Remote Access Security Act
Informational only. No financial advice. Do your own research.