Fear Of China's Advanced Technology, AS Low Sales Of Nvidia And AMD Chips To China
JAKARTA Chipmaker Nvidia Corp on Wednesday announced that US officials are asking them to stop exporting the top two computing chips for artificial intelligence technology to China.
This is a move that could cripple the Chinese company's ability to carry out advanced technologies such as image recognition and hinder Nvidia's business. The chip company itself hopes to make $400 million in sales this quarter.
Nvidia shares reportedly fell 4% hours after the announcement. They said the ban, which affects A100 and H100 chips designed to accelerate machine learning tasks, could interfere with the completion of H100 development, Nvidia's flagship chip to be released this year.
While Nvidia's rival stock, Advanced Micro Devices also fell 2% after a few hours, due to the emergence of similar bans. An AMD spokesman told Reuters that it had received new licensing requirements that would stop MI250's artificial intelligence chips from being exported to China but it is believed its MI100 chip will not be affected. AMD said it was not sure the new rules would impact material on its business.
Nvidia said US officials told him the new rules "will address the risks that the products in question can be used, or transferred to military companies or military use in China.
The announcement signifies the massive escalation of the US crackdown on China's technological capabilities as tensions continue to arise over Taiwan's fate, where chips for Nvidia and almost every other major chip company are produced.
Without American chips from companies like Nvidia and its competitors AMD, organizations or companies in China will not be able to perform the types of advanced computing used for image recognition and speech, and many other tasks at effective costs.
The introduction of natural images and language processing is common in consumer applications such as smartphones that can answer questions and mark photos. They also have military uses such as exploring satellite images for weapons or bases and filtering digital communications for intelligence gathering purposes.
AMD did not immediately respond to a request for comment from Reuters. Nvidia said it had posted $400 million in chip sales affected this quarter to China that could go missing if Chinese companies decided not to buy Nvidia's alternative products. They also plan to apply for an exception to the rule but "there is no guarantee" that US officials will give it.
tujuh Rasgon, seorang analyst keuangan di Bernstein, mengatakan pengungkapan itu menandatangkan bahwa sekitar 10% dari penjualan pusat data Nvidia, yang telah dipantau secara ketat oleh investor dalam beberapa tahun terakhir, berasal dari China dan bahwa hitan terhadap penjualan kemungkinan "berampak" untuk Nvidia.
"This is not an investment change, but the display is not good," said Rasgon. "What is happening on both sides now is the question of the possibility of a future escalation."