Nvidia could become a big loser in the Sino-American dispute-but with a new strategy, the US group wants to keep the Chinese market open.
• Nvidia sees great opportunities in the Chinese AI market• U.S. government intensifies export regulations for top technology
• Nvidia plans technically limited chips for Chinese market
Washington and Beijing are not only a violent competition in terms of trade, but also in top -scale technology. Ki-Highflyer Nvidia threatens to get under the proverbial bikes: After the Trump administration had banned the company itself the sale of its less advanced H20-KI chips and systems in the Middle Kingdom, he was recently forced to write down $ 5.5 billion.
Even more restrictions for Nvidia?
Jensen Huang, who sees the Chinese AI market in the next two to three years to swell to $ 50 billion, warned of the disadvantages of the current course of the US government. “It would be an enormous loss if we were unable to address the problem as an American company,” said the Nvidia CEO and argued in a CNBC interview for the further sale of chips to China. “It will bring income back, it will bring taxes back, there will be many jobs in the United States.” However, he obviously does not want to go on a confrontation course with the US government. “Whatever the government’s policy provides, whatever in the best interest in our country, we will remain flexible and develop ourselves,” he assured.
However, his apell does not seem to have fertilized. According to reports, a new bill, which is expected in the coming weeks, should still monitor or even prevent the export of AI chips to China. The draft, which, according to Reuters, finds support both with the Democrats and the Republicans, suggests that the chips can be tracked using integrated tracking tools to ensure that they meet US export controls. In addition, a new technology is to prevent AI chips from being able to start up if they violate export controls.
New China strategy
But at Nvidia you do not stay idle, but actively take measures to continue to be able to sell your own AI chips to Chinese customers. As “Sharedeals.de” reports, citing the renowned US-Tech specialist magazine the information, the US group works on China-compatible chips, whose new design is intended to ensure that it is not conflicting with US export provisions. With this new strategy, Nvidia embarks on a wire rope act, because it is important to develop chips that are technologically advanced enough to be attractive to Chinese customers, but are far enough away from top engineering in order not to be subject to export restrictions.
In April, just a few days after the US government exported the export of H20 AI chips to China, Nvidia boss Jensen Huang broke up for a trip to China, the report said. Here he informed leading Chinese tech companies – including Alibaba, Bytedance and Tencent – about the plans regarding China -compatible chips. The first patterns could therefore be distributed in June.
It remains to be seen whether Jensen’s Huang plan is to be seen, because the competition between China and the USA for top -time technology is held with hard bandages and seems rather sharper than loosening.
Editor finance.net
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