Exclusive: China bans foreign AI chips from state-funded data centres

[-]

Verite_Rendition@reddit

Hmm. I suspect this means that NVIDIA and AMD's hopes of selling their remaining H20s and MI308s have been dashed. And presumably for the final time.

[-]

ttkciar@reddit

Do you think AMD might try selling existing stocks of MI308 domestically? Customers are hungry for anything, and production isn't keeping up.

[-]

OnlineParacosm@reddit

You’ve articulated why they don’t need to sell domestically: they have the exact market conditions they want through scarcity.

[-]

Primary_Olive_5444@reddit

How would this cause piece of news cause Nvidia GPU price to fluctuate?

Will China scalpers travel overseas now to snatch whatever GPUs are available like the RTX Pro 6000 and RTX 5090?

[-]

ttkciar@reddit

These datacenter GPUs are useless for gaming, lacking any kind of video interface.

[-]

MetaVerseMetaVerse@reddit

Yes, because they all don't use the same silicon.... try again

[-]

ttkciar@reddit

So, if you agree that these datacenter GPUs aren't useful for gaming, why are you claiming this datacenter GPU export ban will result in cheaper gaming GPUs?

Explain the cause and effect, here.

[-]

MetaVerseMetaVerse@reddit

English isn't your first language apparently..

They both use the same finite silicon/manufacturing line. Not to mention the same core RTL design, just used differently depending on the end-product SKU.

Maybe look up how these GPUs are made.

You got so far up artificial intelligence you seem to lack the natural kind.

[-]

He means that, since nVidia and AMD won't sell their chips anymore, they'll have to lower prices if they want to get rid of them. Sadly, knowing the greed of western companies, it won't be a thing, they will find a way to artificially raise prices instead.

[-]

GeorgeRRZimmerman@reddit

Yep. If you're not making the revenue you hoped for, instead of trying to sell at a lower price than you wanted, you simply put the thing in the closet and wait for people to beg you for it at a more favorable price.

Surely you won't be holding the bag forever, right?

[-]

thelastsupper316@reddit

Hahahahahahaha not happening

[-]

Carsmaniac@reddit

You wanna ban selling your chips to us? Stuff it, we're gonna ban selling your chips to us. How you like them apples?

[-]

Zhiong_Xena@reddit

More than that.

The apples you refused them have now been outgrown. They have begun the cultivation of far sweeter and more productive mangoes at a fraction of the cost. They will never want for apples again.

[-]

soggybiscuit93@reddit

The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips

This is a pretty significant announcement. Many datacenters in China have their electricity subsidized. I imagine power subsidizes are included under this requirement.

[-]

User-NetOfInter@reddit

Isn’t 99% of power in China subsidized?

[-]

jwang274@reddit

No only national owned or public institutions

[-]

soggybiscuit93@reddit

What?

non-public datacenters are receiving electricity subsidies. And these new requirements about requiring any state funds apply to any, public or private, that receive state funds.

ByteDance, Alibaba and Tencent all receive electricity subsidies.

[-]