The government's new export rule addresses the risk of chips being used for 'military end use,' Nvidia said.
Chinese businesses won't be able to conduct cost-effective advanced computing used for tasks including image and speech recognition used for products ranging from smartphones to satellite imagery for weapons if they don't have U.S. chips,The restriction affects Nvidia's A100 and H100 chips, which are designed to speed up machine learning tasks, and some products that fellow Silicon Valley firm AMD makes.
The restriction "may impact the Company's ability to complete its development of H100 in a timely manner or support existing customers of A100 and may require the Company to transition certain operations out of China," per Nvidia, which said it's "engaged" with the government to address its concerns.
A spokesperson for AMD told Reuters new license requirements would "stop its MI250 artificial intelligence chips from being exported to China," but it's MI100 chips are not believed to be affected and the firm doesn't think the new policy would "have a material impact" on business.What they're saying:
While the U.S. Commerce Department has declined to comment on the specifics of the new policy, a spokesperson toldit's "taking a comprehensive approach to implement additional actions necessary related to technologies, end-uses, and end-users to protect U.S. national security and foreign policy interests."
That "includes preventing China's acquisition and use of U.S. technology in the context of its military-civil fusion program to fuel its
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