Meanwhile, getting up to 320,000 Nvidia H100 GPUs required entities in Tier 2 countries to qualify as National Validated End Users (NVEUs) and meet strict security requirements. Unverified organizations in Tier 2 were allowed to buy up to 50,000 GPUs per country, though the limit was expandable to 100,000 if their government reached a formal agreement with the U.S. Under no circumstances did the AI Diffusion Rule mandate investments in U.S. AI infrastructure by purchasers of American AI hardware.
If the new regulation is enacted, anything above 1,000 GB300 would be subject to pre-authorization before export licenses could be issued, which includes shipments to 18 allied nations. Getting 200,000 or more GB300 GPUs would essentially mandate investments in the U.S. AI buildouts. Then again, the reported rules are not final, and many of the requirements may be removed in the final versions of the proposed export regime.
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-18/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
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/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/us-commerce-department-confirms-harsh-new-ai-export-rules-shoots-down-reports-over-the-return-of-biden-era-ai-diffusion-rule-doc-to-formalize-a-new-approach-to-strategic-ai-accelerator-export-controls#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.