Articles tagged with "GPUs, Semiconductors, Trade"

Chinese companies reportedly considering sourcing H200 chips from the black market as chips held at the border — demand for Nvidia AI GPUs remain high despite political uncertainty

Chinese companies are considering sourcing Nvidia's H200 AI GPUs from the black market due to a ban on imports by Beijing. Customs officials are holding H200 chips at the border, leading buyers to explore illegal channels for acquisition. Despite political uncertainty, demand for these GPUs remains high in China, with some companies resorting to paying a premium for them. The Chinese government aims to boost its domestic semiconductor industry but faces challenges in matching the performance of advanced Western chips like the H200. It is unclear whether Beijing's ban on the H200 is permanent or a negotiating tactic, with upcoming visits by Nvidia CEO Jensen Huang and President Trump potentially influencing the situation.

Tom's Hardware•

4 months ago

Echoing Trump's sentiments, America's finance chief Bessent says the most advanced AI GPUs are restricted to home soil - China can have Blackwell chips once they're outdated

U.S. Treasury Secretary Scott Bessent echoes Trump's stance on restricting China from accessing the most advanced Nvidia chips, suggesting that China could obtain outdated Blackwell GPUs in the future. Bessent emphasizes that technological advancements drive negotiations, with Nvidia planning to release the Vera Rubin chip after Blackwell. Despite bans, China still acquires Blackwell chips through unconventional means, while transitioning to domestic AI silicon. The U.S. imposes a 15% fee on companies selling modified GPUs to China, reflecting the complexities of semiconductor trade policies between the two nations.

Tom's Hardware•

6 months ago

Chinese companies reportedly considering sourcing H200 chips from the black market as chips held at the border — demand for Nvidia AI GPUs remain high despite political uncertainty

Echoing Trump's sentiments, America's finance chief Bessent says the most advanced AI GPUs are restricted to home soil - China can have Blackwell chips once they're outdated

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