US EditionLeashing Chinese AI Needs Smart Chip Controls
CHINA, AUG 3 – Chinese regulators summoned Nvidia over alleged security risks shortly after the US lifted its export ban on H20 AI chips, amid China's push for domestic chip development and market shifts.
- On Thursday, the Cyberspace Administration of China summoned Nvidia over security concerns, despite Washington's July lift of the export ban on H20 chips.
- While Chinese regulators investigate, Beijing’s long-term self-reliance drive continues, as a bipartisan group of US lawmakers proposed requiring tracking technology in AI chips before export, influencing China’s scrutiny.
- Amid surging Chinese demand, Nvidia ordered 300,000 H20 chips from Taiwan Semiconductor Manufacturing Company, denying CAC’s allegations of backdoors.
- Despite strong demand, Chinese tech firms such as Bytedance, Baidu and Alibaba may hesitate to adopt H20s due to regulatory uncertainty, said Mr Charlie Dai.
- Looking ahead, Bernstein projects China’s AI chip market localization ratio will grow to 55% by 2027 from 17% in 2023, while Reva Goujon expects Beijing to continue supporting domestic AI infrastructure.
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After years of commercial war, the US allows NVIDIA to resume selling its H20 chip in China. The decision reveals that technological tension has limits
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der Standard DE
der Standard DEThe H20 chips, which are particularly important for AI development, may be infiltrated, China's representatives suspect.
·Vienna, Austria
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Total News Sources17
Leaning Left2Leaning Right2Center3Last UpdatedBias Distribution43% Center
Bias Distribution
- 43% of the sources are Center
43% Center
L 29%
C 43%
R 29%
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