NVIDIA and AMD struggle with new export licenses

The US government does not want these two giants to feed their products to any market. Especially not the Russian and Chinese ones.

The US Department of Commerce has ordered NVIDIA and AMD to stop selling their high-performance GPUs to China and Russia without a license. In the case of the green team, this is expected to impact the company’s bottom line by up to $400 million. The restriction is designed with the misuse of high-end hardware in military circles in China or Russia in mind. But NVIDIA points out that it does not sell its products in Russia. NV must now apply for a license if it wants to sell any current or future chip as powerful as or better than the A100.

AMD also confirmed that the US Department of Commerce is requiring the company to obtain an export license to ship some professional GPUs to China. But AMD doesn’t sell that many compute GPUs to China (and most of them go into supercomputers in the US and Europe), so the new export restrictions won’t significantly affect business.

Meanwhile, many Chinese companies are developing their own GPUs and manufacturing them in TSMC factories. Some of these computing GPUs or AI accelerators, such as Biren BR100 or Baidu Kunlun II, can even be a worthy rival and replacement for NV A100 or H100. Thus, product restrictions may slow but not stop local development.

Source: Pctuning – Všechen obsah by pctuning.cz.

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