Thread regarding VMware layoffs

Looks like China got their NVIDIA chips anyway

Story from Nov 9th
https://www.semianalysis.com/p/nvidias-new-china-ai-chips-circumvent

"When the US dropped updated AI restrictions, we thought the US locked down every single loophole conceivable. To our surprise, Nvidia still found a way to ship high performance GPUs into China with their upcoming H20, L20, and L2 GPUs. Nvidia already has product samples for these GPUs and they will go into mass production within the next month, yet again showing their supply chain mastery.

Furthermore, one of the China specific GPUs is over 20% faster than the H100 in LLM inference, and is more similar to the new GPU that Nvidia is launching early next year than to the H100!"

by Anonymous
| 1361 views | | 7 replies (last November 22, 2023) | Reply
Post ID: @OP+1pIui840
Comment! It's anonymous!

7 replies (most recent on top)

While a challenge it is just a device. Nothing stopping them from making their own.

They just need to kidnap a few ndivida engineers.

by Anonymous
| | Reply
Post ID: @ksp+1pIui840

Stupid move anyway. Push comes to shove China would just manufacture their own Nvidia clones, or develop something domestic.

While a challenge it is just a device. Nothing stopping them from making their own.

by Anonymous
| | Reply
Post ID: @uou+1pIui840

Bloomberg reported on the concessions: "China said it will approve the deal if the conditions are met and that it has the right to supervise and inspect the companies’ adherence to the restrictions."

by Anonymous
| | Reply
Post ID: @juw+1pIui840

China doesn't need ARM - China is major force behind RISCV - no royalties, no fees, cheap to make.

by Anonymous
| | Reply
Post ID: @pgk+1pIui840

NVIDIA needs the revenue from China. They can't easily replace that revenue in other markets. China will get the chips it needs to fuel its AI competition with the U.S.

Meanwhile, I hope Hock Tan's concessions were not illegal. We'll find out soon...

by Anonymous
| | Reply
Post ID: @jdd+1pIui840

Restriction will cause China to invent its own. those smart Chinese engineers work more hours and catch up. The investment in Chip industry boomed 20 bigger than last year.

I remember somewhere mentioned will push to BAN China using ARM. (it's like china can't use any foreign language) that's CRAZY

by Anonymous
| | Reply
Post ID: @xtw+1pIui840

It makes you think, huh? The chip restrictions weren't a factor.

by Anonymous
| | Reply
Post ID: @ihd+1pIui840

Post a reply

: