The US authorities has introduced and instantly began imposing a brand new rule that will limit the export of laptop chips used for supercomputers and synthetic intelligence to Russia and China. NVIDIA has revealed in a SEC filing that the federal government has knowledgeable the corporate of the brand new license requirement affecting one in all its present (A100) and one in all its upcoming (H100) GPUs, which have been designed to hurry up machine studying duties.
The authorities apparently indicated to NVIDIA that the brand new license requirement will deal with the danger that the affected merchandise could also be used for navy functions by both nation. As The New York Times notes, AI and machine studying are used for numerous purposes that embody weapons growth and surveillance. A US Department of Commerce spokesperson instructed Reuters:
“While we are not in a position to outline specific policy changes at this time, we are taking a comprehensive approach to implement additional actions necessary related to technologies, end-uses, and end-users to protect US national security and foreign policy interests.”
This requirement comes on the heels of one other export management rule issued in mid-August that will forestall China from accessing superior chip design software program vital to supply the next-generation processors.
NVIDIA has admitted in its submitting that the restriction may hamper its capability to finish the event of the H100 chip. It would not promote its merchandise in Russia, nevertheless it’s anticipating to earn round $400 million from gross sales to Chinese firms for the third fiscal quarter. That’s cash it may use for the event of future merchandise. The chipmaker may lose all these potential gross sales if its Chinese purchasers refuse to buy its different choices or if the federal government refuses to grant licenses to its largest prospects.
As for AMD, a spokesperson instructed Reuters that whereas the brand new license requirement will forestall the corporate from exporting its MI250 chips to China, it would not consider it can have a huge impact on its enterprise.
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