Tuesday, September 20th 2022
NVIDIA Rush-Orders A100 and H100 AI-GPUs with TSMC Before US Sanctions Hit
Early this month, the US Government banned American companies from exporting AI-acceleration GPUs to China and Russia, but these restrictions don't take effect before March 2023. This gives NVIDIA time to take rush-orders from Chinese companies for its AI-accelerators before the sanctions hit. The company has placed "rush orders" for a large quantity of A100 "Ampere" and H100 "Hopper" chips with TSMC, so they could be delivered to firms in China before March 2023, according to a report by Chinese business news publication UDN. The rush-orders for high-margin products such as AI-GPUs, could come as a shot in the arm for NVIDIA, which is facing a sudden loss in gaming GPU revenues, as those chips are no longer in demand from crypto-currency miners.
Sources:
UDN, Tom's Hardware
20 Comments on NVIDIA Rush-Orders A100 and H100 AI-GPUs with TSMC Before US Sanctions Hit
Guess I'll wait a bit longer than I planned for 4000 series GPUs to have their first price cuts
or are these gpu's used for design/development so they are trying to take the tools away?
With this opportunity (ban) maybe it's a way out for Nvidia if China AI customers respond favourably and buy early.
It's absurd how people can't even read. TSMC would say no to what? just not give gpu's to Nvidia? what gpu's? how do they know what gpus Nvidia will sell to China or to Australia?
Come on people use your brains.
and on your second reply, you are confused as to what they mean by their statement, and give a few options so it can be clarified for you and then you proceed to say they are not using their brain? what based on your options as to what they might have meant with that statement?
The US is not doing this because of evil Chinese government, but because China is advancing very fast in its chip-making technologies (which includes military applications), probably with further assistance of AI technologies from Nvidia/AMD, and very soon it will not need US technology any longer and will compete on a level playing field. This means US will lose a monopoly on ultra advanced technology and potentially billions of dollars of anual revenues from 3rd world countries who will now be able to buy cheaper from China. What Nvidia is doing is simply advancing shipments of its existing contracts with Chinese customers because it will otherwise terminate those contracts due to Sanctions, this makes 100% sense on a business level and is not illegal.
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