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.
hotaru251 so basically becoming middle man and using specific peoples needs to leverage better deal i assume is point of it. Reply
bit_user The article said: … If the newly proposed regulation becomes a law … I'm confused. Is this an internal policy of the Executive Branch or a Bill being drafted for Congress to vote on? The only way it can become a law is by Congress passing it and the President signing it. Yet, I got the impression this is a policy being finalized internally. Which is it? P.S. I checked Bloomberg, but the article is paywalled. Reply
SkyBill40 Art of the Deal? Or something like it? I'm sure that neither Jensen Huang nor Lisa Su are going to like this one as it could directly impact their business. It may make sense, but it's hard to imagine how this is going to be beneficial. If those countries want those AI products… they're still going to find a way. Reply
thestryker bit_user said: I'm confused. Is this an internal policy of the Executive Branch or a Bill being drafted for Congress to vote on? The source article doesn't really specify on this point, but it sounds like it's commerce department regulation. US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models — and under what conditions. … President Donald Trump’s team has said repeatedly that they want the world to use American AI, and the draft rules aren’t meant to function as an Nvidia export ban. Rather, the regulation would set up the US government as gatekeeper for the AI industry: Companies — and in some cases, their governments — would have to seek the blessing of the US Commerce Department to buy the precious accelerators. Reply
bit_user SkyBill40 said: Art of the Deal? Or something like it? Depends on whether access to AI hardware is used in a horse-trading fashion. Notton said: Sounds like a Cartel. That's when you conspire to raise prices. This has to do with restricting availability, not prices. Reply
rm12 Time that ASML put a clause in their maintenance contracts that they have the exclusive right for sales decisions concerning chips created with their machines. The clause should be mandated by the Dutch government. Reply
Shiznizzle Stay under the 1000 chip limit and everything is gucci, If the large players have 200.000 chips systems it would only take an operation of 400 or more transactions, world wide, in markets that allow the purchase of those chips, for nefarious entities to stay afloat using american chips. If they bells go off at the 1000 mark of course people will stay below that. Somehow i don think these restrictions will work. Reply
bit_user rm12 said: Time that ASML put a clause in their maintenance contracts that they have the exclusive right for sales decisions concerning chips created with their machines. The clause should be mandated by the Dutch government. I think that wouldn't be recognized in most countries – and probably none of the leading chip-making ones. For instance, Microsoft cannot claim ownership or control over of software which is compiled using Microsoft Visual Studio. About the only things they can control is whether or not to sell to a country and with what amount of export duties. Reply
bit_user Shiznizzle said: If they bells go off at the 1000 mark of course people will stay below that. Somehow i don think these restrictions will work. For something like this, sanctions doesn't have to be water-tight to have a marked effect. The way you can tell is how much fuss both China and Nvidia have made about them. Furthermore, when restrictions have been eased, how many orders have surged in for what they're allowed to buy. 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/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/us-govt-preps-sweeping-export-controls-for-nvidia-amd-ai-hardware-worldwide-licensing-system-would-give-trump-admin-broad-authority-to-block-global-sales#main
- https://www.tomshardware.com
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- March Into the Cloud With 15 New Games Coming to GeForce NOW
- Acer's RTX 5070-powered Nitro V16 gaming laptop price cut to $1249.99 — you have 24 hours to make the most of this Best Buy limited-time deal
- AI memory crunch forces DRAM market into 'hourly pricing' model, report claims — small and medium-sized businesses fighting for survival
Informational only. No financial advice. Do your own research.