この聴衆の中には、収益が失われるという理由で私がそうしたことをしたとき、少々不機嫌になった半導体企業の CEO もいることは知っています。それが人生だ。国家安全保障を守ることは、短期的な収入よりも重要です。
米国商務長官ジーナ・ライモンド
Another interesting statement made by the Commerce Secretary was how she sees NVIDIA’s approach of offering cut-down solutions to China, as a workaround to the US sanctions. Raimondo says that her department will go to extents to reduce the impact of NVIDIA on Chinese markets, by further imposing restrictions to limit the access of China towards cutting-edge equipment completely. This could mean that the upcoming GeForce RTX 4090 D Gaming GPU, along with new cut-down AI chips could witness new set restrictions as well, ultimately preventing their supply as well.
If you redesign a chip around a particular cut line that enables them to do AI, I’m going to control it the very next day.
US Commerce Secretary Gina Raimondo
NVIDIA is preparing a range of Hopper & Ada Lovelace accelerators aimed at the Chinese AI market. Image Source: NVIDIA These AI GPUs and chips have been designed in accordance with US laws and are expected to fall within the 4800 TPP (Total Processing Performance) limit which is to restrict China using them to accelerate AI workloads. Such statements by US officials means that the scope of business would become challenging for tech firms to navigate – especially the ones with large markets in China, such as Intel, NVIDIA and AMD.