NVIDIA Rush-Orders A100 and H100 AI-GPUs with TSMC Before US Sanctions Hit

[btarunr]

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.



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[mama]

Money before anything I guess.

 

[prtskg]

Leather jacket strikes again .

 

[ZoneDymo]

if the ermm low opinion is that it allows for companies like Nvidia to pull this crap then Im here to say this was taken into account, its not about this generation of gpu's or even the next but the future after that.

 

[Niceumemu]

I'm assuming Nvidia can reallocate production from RTX GPUs to the A100 and H100 GPUs so this will keep their plans to artificially limit supply of the new 4000 series going smoothly.
Guess I'll wait a bit longer than I planned for 4000 series GPUs to have their first price cuts

 

[zmeul]

It is pathetic and should be condemned.

nvidia contributes in military wealth and development of a sanctioned aggressor country?

So did AMD too, or all have forgotten how China got their hands on the Zen arch

 

[mahirzukic2]

It is pathetic and should be condemned.

nvidia contributes in military wealth and development of a sanctioned aggressor country?

It's business, what did you expect?

 

[ZoneDymo]

I mean, if they are actually developing their own stuff and not copy pasting from other companies...then what is this sanction suppose to do?
or are these gpu's used for design/development so they are trying to take the tools away?

 

[the54thvoid]

While the sanctions are political, please avoid nation-bashing in your replies.

 

[DeathtoGnomes]

I wonder what that will cost Nv.

 

[1d10t]

They can't sell bulk of their card to miners anymore, they need big pile somewhere else.

 

[ModEl4]

There was reports a while ago that Nvidia and TSMC didn't find a mutual agreement/settlement regarding cutting N4 wafer orders.
With this opportunity (ban) maybe it's a way out for Nvidia if China AI customers respond favourably and buy early.

 

[Xaled]

Why TSMC just simply say no? Everything in China's government's favor is against Taiwan's good

 

[Bomby569]

Someone made a law, the law could have started at any date, they chosen March 2023. Nvidia is doing nothing wrong, you're upset complain to your government.

It's absurd how people can't even read.

Why TSMC just simply say no? Everything in China's government's favor is against Taiwan's good

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.

 

[konga]

Nvidia is requesting to use a special service that TSMC offers when they place a rush order. TSMC knows what that service will be used for and reserve the right to say no. They most likely will not, partly because they are a greedy corporation like all the others, and also partly because the sanctions are not being done for anyone's benefit but american corporations, so why should TSMC care?

 

[ZoneDymo]

Someone made a law, the law could have started at any date, they chosen March 2023. Nvidia is doing nothing wrong, you're upset complain to your government.

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.

Im not sure how you come to the conclusion that people cannot read based on the sentence above, it seems more of just a disagreement in what is wrong and what isnt.

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?

 

[pavle]

It goes to show you how these so called sanctions are merely for public consumption (if they aren't sick of such substances by now) and it's hypocrites line their pockets/business as usual in reality. Where are the patriots now? Oh the CEO of nvidiots central is of or near of that sanctioned country... Manure show is what it is.

 

[Dimitriman]

It goes to show you how these so called sanctions are merely for public consumption (if they aren't sick of such substances by now) and it's hypocrites line their pockets/business as usual in reality. Where are the patriots now? Oh the CEO of nvidiots central is of or near of that sanctioned country... Manure show is what it is.

Aside from the fact that Jensen is a complete sociopath, this is not how sanctions work as they are not a ruling on whether a country is bad/evil but rather a set a rules placed to control US's strategic interests.
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.

 

[pavle]

I know. Excrement show as I wrote.

 

[trsttte]

I guess nvidia just found a use for that overcapacity they had available, move enterprise orders ahead of everything else and with that they can also further control the drip supply of 4000 series into the consumer market, it all works out in the end... except for consumers as unrelated as this is

he 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)

Yes and no https://www.ohchr.org/en/documents/...ts-concerns-xinjiang-uyghur-autonomous-region

 

[the54thvoid]

I asked not to argue geo-politics (in line with TPU guidelines). People ignored that request.

Thread locked.