China forbids NVIDIA Fleas: Technology War with USA deepens
China progresses on its pawn. PUSH China’s cyberspace management (CAC) has just forbade Chinese technology giants such as Statedance and Alibaba to buy Fleas of Artificial Intelligence NVIDIA, such as RTX Pro 6000D. This decision represents a new step In the technological war between China and the United StatesWhile Beijing is trying to strengthen its national semiconductor industry.
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- China’s cyberspace administration has banned Chinese technology companies to buy certain NVIDIA IA chips, thus intensifying the technology war with the United States.
- This ban could force Chinese companies to contact local alternatives, increasing the competitiveness of national fleas.
China is betting on its own chips …
According to Financial timesThis prohibition comes as Chinese society He has already begun to test and order tens of thousands of RTX for 6000D, a product specially designed by NVIDIA for the Chinese market. Nvidia shares dropped by approximately 3 %after this notice.
Obviously, the CEO of NVIDIA expressed its disappointment in the face of this decision and made declaration Another in the American press:
“We can only be on the market service if it wants a country. I am disappointed with what I see. But between China and the United States are greater agendas and I understand it. We will be patient on this topic.” »
Jensen Huang, CEO of Nvidia – Source: CNBC
This prohibition could have forced Chinese society turn Towards local alternatives such as chips produced Huawei AND Cambricon. According to sources of close ensembles, Chinese regulatory bodies believe that national AI processors have reached the level performance comparable, even better, products Nvidia Authorized under US export control.
… And nVidia loses the key market
For Nvidia, this ban is a significant loss. PUSH China He was once one of the most lucrative markets and generated up to 17 % of his total income. Analysts believe that commercial restrictions could cost Nvidia Between 8 and 16 billion per year.
Nvidia’s share for market share for IA data centers in China has already increased from 90 % to 50 %, while local competitors gain land. “The consensus is now that there will be enough national offers to satisfy demand without having to buy nVidia fleas”said the initiated industry.
This decision China could speed up the creation of framesIA independent of equipment that would benefit the entire industry by violating dependence on CUDA software Nvidia. The middle kingdom that publishes the largest number Ia Research in the worldIt focuses more and more onefficiency rather than urine Calculation of coarse, developing techniques that extract more power from available equipment.
While China and the United States continue to compete in the technology area, this ban could mean a turning point in Rase AI. China, which has already crossed the United States in terms of AI publications, could soon compete in terms of equipment, This will end their dependence on American technologies.
(Tagstotranslate) China