Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Nvidia Saudi Arabia announced an agreement for the Kingdom development on Tuesday artificial intelligence Ability, a sign of the expanding global strategy.
The partnership goes beyond the conditional Western cooperation between the AI chip leader, and can serve as a litmus test for future US export policy, which has close relations with Washington and China.
But chip export The landscape was just a little more confusing.
Like nvidia ceo Jensen Huang Declared in Saudi Arabia Blackwell Deal, The Trump Administration has released a new round of AI chip restrictions, which targeted China.
The Department of Commerce has read the United States for Chinese models and read the “Diversion Tactics” and a warning of the target chains of smuggling.
Releasing also sounded Chinese technological giant HuaweiLabeling the company’s use Chips “Everywhere in the world” violation of export control.
New export restrictions added another control layer to eliminate another control layer to stop the US and China’s tariffs on each other and add another control layer for Nvidia “AI Diffusion Rule“
NVIDIA refused to comment on the new export controls on Wednesday.
Earlier this year, the AI diffusion rules presented by the Biden administration this year, aims to not be shared with harsh rest of the AI program and chip technology, how can be shared with harsh rest of Chinese and other nations.
Separate license requirements for the NVIDIA Mandate of the Trump Administration Very Get the government’s approval before exporting advanced chips to China, stay firmly on the spot.
Trade said he would declare a full replacement for the order of diffusion in the future.
Chips and trade
President Donald Trump While trying to capture the best technology from the United States from China, he continued to play a desire to remain the US leader.
This has become more dangerous in the global AI race, and the company has become a major transaction chip in future trade talks for the company Trump.
Instead of extensive global restrictions, the developed AI chips of the Trump Management are reported to be considered a means of a vehicle in the country-trade contracts.
This change can present a larger uncertainty for NVIDIA, Bernstein analyst has warned Stacy Rasgon.
“The signing of numerous bilateral agreements would likely take a lot of time,” Rasgon said that the new approach can be worse than the current diffusion.
NVIDIA CEO Jensen Huang estimates that China will be a $ 50 billion AI chip market, and the company still finds the way to sell legally chips to the country, there are restrictions on countries that can re-export the advanced technology.
Citi analysts, assuming similar deals, “We remain careful in repeating such success with other countries, thus the risk of further strict access to the United States for other countries.”
Adjustment works
Navigating US export controls for NVIDIA became a high share of adaptation
Each time new restrictions are applied, the company responded with the compilation of low plugs such as H20 and L40. These chips are strong enough to appeal to Chinese technological giants only when the adjustment limit is below.
The main question for NVIDIA investors is no longer able to sell chips on a global scale, this bilateral trade agreements will create a future work environment in the future work environment.
If the United States is more operational on the export of chip exports, NVIDIA can find different rules for various countries that make long-term strategic planning.
At the same time, China’s rapid progress in the development of local alternatives – especially from Huawei and SMIC, the NVIDIA shows that any gaps will be filled quickly.
During his visit to Washington in April, Huang Huawei is called “One of the world’s largest technological companies.”
Lobbying Trump
Huang protruded against harsh chip restrictions, which US companies can manage very aggressively, warned.
“If we lose this ecosystem, we will be almost impossible to return to our competitors,” Huang said to MPs on Washington’s last visit.
Huang also worked behind the scenes to push the more flexible trade policy.
Last month, the NVIDIA participated in a special, million dollar dinner in Mar-A-Lago, which is part of more lobbying efforts to ensure that it can continue its activities in major international markets.
Currently, NVIDIA was caught in the middle: a US technology leader, which is very important to be completely cut, but is very important to remain unregulated. Whether the latest policy turns or hinders global ambitions, it will depend on how Washington will respond to the next actions and China.
