US EditionErick Erickson: They've Lost the Plot
Allowing NVIDIA to export GPUs to China cuts the U.S. computing lead from 32 to 1 down to 1.3 to 1, raising national security concerns amid recent smuggling arrests.
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9 Articles
By allowing Nvidia to sell chips cut for training large language models in China, the U.S. president is breaking with a strategy led for several years (including by his own government) to slow down the Chinese advance on AI.
Nvidia Eyes H200 Chip Production Boost for Surging China Demand
Nvidia’s High-Stakes Pivot: Boosting H200 Output to Capitalize on China’s AI Hunger In the fast-evolving world of artificial intelligence hardware, Nvidia Corp. finds itself at a pivotal juncture, weighing a significant increase in production of its H200 chips to satisfy burgeoning demand from China. This move comes on the heels of recent U.S. policy shifts that have reopened export channels, albeit with strings attached. According to reports, N…
Nvidia Weighs H200 Production Ramp as China Orders Surge After U.S. Export Green Light
Nvidia is considering ramping up production of its H200 graphics processing units as demand from Chinese customers accelerates following fresh approval from the Trump administration to resume sales of the chips to China, according to a Reuters report citing people familiar with the matter. The H200 is the most powerful chip from Nvidia’s previous Hopper […] The post Nvidia Weighs H200 Production Ramp as China Orders Surge After U.S. Export Green…
Mario Romero.- The US approval of Nvidia’s H200 artificial intelligence processors will give China a much-needed boost in computing power instead of posing a direct threat to national chips, despite the fact that the chip is more powerful than Huawei’s rivals [...] The post Huawei’s arguments to avoid disruption to the NVIDIA H200 chip sales option in China first appeared on TransMedia.
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