Ka whakatuwherahia e Trump te tatau mō Nvidia ki te hoko maramara H200 ki Haina me te taripa 25%

Ko te whakatau a te Perehitini o Amerika a Donald Trump kia Kua tuwhera te kaweake o ngā maramara H200 a Nvidia ki Haina. Kua huri ohorere te āhua o te hangarau matauranga horihori. Kua whiriwhiria e te Whare White tētahi ara waenga: whakaaetia ngā hoko, engari hei utu mō te taake nui, he tātari haumarutanga whānui me te anga ture e mārama ana ko te kaupapa matua tonu ko te painga rautaki o te Hononga o Amerika.

Ko tēnei nekehanga, i tukuna tika atu ki a Xi Jinping, ā, i horahia mā Truth Social, e whakakotahi ana ngā painga ōhanga, te whakataetae ā-rohe, me ngā tātaitanga pōtitangaKa whai wāhi anō a Nvidia, AMD, me Intel ki tētahi o ā rātou mākete nui rawa atu, engari i raro i te tirotiro tata me te… Kāore anō kia kitea te nui o te whakaae a Beijing ki āna kamupene ki te hoko i ēnei tukatuka. whai muri i te whakatairanga i tētahi kaupapa here whakakapinga hangarau ki ngā kaiwhakarato ā-motu.

Whakamanatanga ā-tikanga: 25% te utu me te tirotiro haumarutanga

Kua pānuitia e Trump Ka taea e Nvidia te hoko i tana maramara H200 ki ngā kaihoko kua whakaaetia i Haina me ētahi atu whenuamēnā ka paahitia e rātou ngā arowhai haumarutanga ā-motu tino pakari. Ehara te tauwhitinga i te whakawhitiwhiti arumoni noa iho: me tirotirohia ia kaihoko e ngā mana whakahaere o Amerika, mā rātou e arotake te whakamahinga pea o ēnei tukatuka mahi-teitei e te ope taua, e te rautaki, e te tairongo rānei.

I roto i tana karere, i whakamārama te perehitini i Ka puritia e te Hononga o Amerika te 25% o ngā moni whiwhi mai i ēnei hokoHe nui ake tēnei i te 15% i whakaaetia e Nvidia ki Washington mō te kaweake i te tauira H20O. Kei te whakaarohia e te Whare White te whakawhānui i tēnei kaupapa "raihana me te komihana" ki ētahi atu kaihanga pēnei i a AMD me Intelnō reira, ko te urunga atu a Haina ki ngā maramara AI matatau me haere mā te tātari ture a te US.

Ngā kaikōrero pērā i Karoline LeavittI whakanui te hēkeretari pāpāho o te Whare White e kore ngā raihana e aunoa, ā, ko ngā kamupene anake e tutuki ana i tētahi paerewa ka whai wāhi atu. te tukanga aro mātai matawhānuiKo te whāinga kua whakahuatia he whakaiti i te mōrearea o te tahuritanga atu ki ngā kaupapa hōia, ki te haumarutanga tukutuku whakaeke, ki ngā pūnaha tirotiro papatipu rānei e rerekē ana ki ngā painga o Washington.

He wāhanga whakaora i te veto: te tūranga o te maramara H200

Ko te ngako o te mehua e arotahi ana ki te Ko H200, tētahi o ngā maramara AI tino kaha i roto i te whānau Hopper a NvidiaKo tēnei tukatuka, i hangaia mō ngā pokapū raraunga me te whakangungu i ngā tauira matauranga horihori nui, i raro i ngā here kaweake tino kaha i raro i te whakahaerenga a Biden me ngā wāhanga tōmua o tēnei wā.

Hei wikitoria i ngā herenga o mua, i tae a Nvidia ki te hoahoa i ngā putanga iti ake pērā i te H800 me H20i urutau ki ngā here i whakatakotoria e Washington. Heoi, i whakautu mārire a Haina: i tūtohu ngā mana whakahaere kia Kāore rātou e whakamahi i ēnei hua kua pirauE ai ki te tokomaha o ngā kaitātari, he rautaki pēhanga tēnei kia uru atu ai rātou ki ngā taputapu kaha ake pērā i te H200 tonu.

Ko te whakamanatanga hou he huringa o te huarahi: Ka whakaaetia e Washington te hokonga o H200, engari kei te aukati rawa atu i ngā whānau Blackwell me Rubin ki te whakaaetanga.Kua hangaia te whakatupuranga hou o ngā maramara Nvidia mō ngā tono AI uaua ake. Kua whakanuia tēnei e Trump, me te whakamārama ko ēnei tukatuka whakatupuranga hou ka noho rāhuitia mō te Hononga o Amerika me ōna hoa whenua, ā, kāore e uru ki ngā tuku ki Haina.

Nvidia, i waenganui i te pakihi me te ao tōrangapū

Ki a Nvidia, ka huaki te whakatau i tētahi matapihi whai wāhitanga i roto i tētahi o ana ngā mākete matua mō ngā maramara mahi teiteiKo Haina te pūtake o te tono ā-ao mō ngā tukatuka mō ngā pokapū raraunga me ngā kaupapa matauranga horihori, nō reira ko te whakahokinga mai o taua rerenga ka huri pea ki ngā piriona tāra tāpiri mō ia hauwhā.

Ko te tumuaki pūtea o te kamupene, Korete KressI whakatau tata ia ka taea e ngā hoko maramara ki te mākete Haina te tāpirihia i waenga i te $2.000 piriona me te $5.000 piriona i roto i ngā moni whiwhi ā-hauwhā mehemea ka whakakorea ngā here. E ai ki ētahi atu kaitātari, pērā i a Gene Munster, mā te whakatuwheratanga anō me H200 ka taea te pana i te tipu moni ā-tau a Nvidia ki te 65% i ia tau, ki te whakaritea ki te matapae 51% i mua i te huringa ture.

Te Tumu Whakahaere o te kamupene, jensen huangKo ia tētahi o ngā reo tino kaha i Washington e karanga ana kia whakangāwaritia te mana whakakore ture. E ai ki ngā puna tata ki a ia, i whakahuatia i roto i ngā pāpāho o Amerika, I whakatūpato a Huang i te kāwanatanga mō te tūponotanga o te tuku i tētahi mākete e tekau piriona tāra te uara. ki ngā kaiwhakataetae Hainamana e puta ake ana mēnā ka mau tonu te rāhui katoa. Ko tā rātou pēhanga he mea nui ki te hanga i tētahi otinga takawaenga: te hoko i ētahi, engari i raro i ngā tikanga tino whakahaeretia.

Te uruparenga tonu ki te mākete hea me te pānga ki te rāngai

I pāngia ngā mākete pūtea e te panuitanga a Trump tata tonu. I piki ake ngā hea o Nvidia i te 1,7% i te hokohoko i mua i te mākete. mai i te mākete o Amerika, ā, i kati i te wāhanga o mua me te pikinga tata ki te 1,73%. Tae noa mai ki tēnei tau, kua piki te hea tata ki te 28%-40% i runga i te taupū tohu i whakamahia, he nui ake i te mahi toharite o te S&P 500.

I tōia iho hoki e te nekehanga te toenga o te rāngai haurua-waea. I piki ake te AMD i te 1,1%-1,5% i te tīmatanga o te hokohokoahakoa I piki ake a Intel i waenganui i te 0,5% me te 0,8%., e tatari ana kia tukuna atu ētahi atu kōrero mō te whiwhi raihana ōrite hei kaweake i ā rātou ake maramara matauranga horihori i raro i ngā tikanga ōrite.

E whakapono ana ngā kaitātari o ngā umanga pēnei i a Morningstar, ahakoa te rerekētanga o ngā ture i ngā tau tata nei, Mā te kaupapa here hou ka tuwhera te ara mārama ki te whiwhi moni nui mai i Haina.Heoi, e whakatūpato ana rātou kāore e taea te whakamana i te haere tonu o tēnei anga: Kua hurihia e Washington ngā here, ā, ka taea e ia te whakakaha anō mēnā ka huri te āhua tōrangapū, te āhua haumaru rānei.

Haina, i waenganui i te whiriwhiringa me te mana motuhake hangarau

I tērā taha o te Moana-nui-a-Kiwa, kua tino matao te urupare a Haina. Kua karanga te Manatū Tauhokohoko o Beijing i te whakatau "He taahiraa pai engari kāore i te rawaka"me te tohe kia mau tonu ngā veto me ngā mana whakahaere a te US whakataetae whakapoheheI puta mai anō te whakamanatanga H200 i muri i te whakanui ake a te whenua Āhia i ngā tautoko hou mō tana umanga haurua-waea me te whāinga kia Kia rua te kaha ā-motu mō ngā maramara kounga teitei i te tau 2026.

Kei te whakaarohia e ngā kaiwhakahaere Hainamana te tuku urunga atu ki te he iti, he tino ture hoki Mō te raupapa H200, e ai ki ngā puna kōrero a ngā pāpāho o te ao, me whai whakaaetanga ngā kamupene Haina e hiahia ana ki te hoko i ēnei tukatuka, me whakamārama hoki he aha kāore e taea e ngā kaihanga o te rohe te whakatutuki i ā rātou hiahia me ngā maramara i hangaia i te motu. Arā, kei te whakaaro a Beijing ki te whakatakoto i ngā ture me te whakaiti i tōna pānga ki ngā whakataunga takitahi a Washington.

I te wā kotahi, kua tere ake te rautaki a ngā here o Amerika mō Te mana motuhake hangarau HainamanaKua whakanuia e te whenua te haumi ki te rangahau, te kaha hanga, me ngā hononga mahi tahi me ngā kaiwhakarato kāore i raro i te taumata mana whakahaere ōrite. I roto i te wā waenga, ka arahi pea tēnei nekehanga ki tētahi horopaki o mahere hangarau pakaru ake, me ngā paerewa me ngā mekameka tuku e rere tahi ana i waenga i ngā poraka whakataetae.

Te pakanga tōrangapū i Washington mō ngā hoko ki Haina

Kāore anō kia whakaaetia ngā hoko a Nvidia e te katoa i Capitol Hill. He tino wehewehe ngā kaihanga ture o Amerika mēnā he whakaaetanga mōrearea tēnei, he nekehanga mohio rānei hei whakapakari i te kaiārahi o te whenua i roto i te AI me ngā semiconductors.

Kei te whakatūpato ētahi mema o te Runanga mō te tūponotanga o te whakatakoto Kei roto i ngā ringa o tōna hoa whakataetae rautaki matua tētahi o ngā rawa hangarau tino nui o te Hononga o Amerika.Kua whakapuaki te Māngai a Andrew Garbarino, te heamana o te Komiti Haumarutanga Whenua o te Whare, i tōna āwangawanga kei te whakapakari ake ēnei maramara i ngā āheinga i roto i ngā mara pēnei i te rorohiko matatini, te tutei ipurangi rānei, arā, ngā wāhi ka pā kino pea te ahunga whakamua a Haina ki te haumarutanga o te Hauāuru.

Ko ētahi atu, pērā i a Brian Mast, te Mema Paremata, te heamana o te Komiti Take Ke o te Whare, e kī ana kei roto i te rautaki whānui ake hei "whakahaere" i te mātauranga horihori me te rorohiko matatauE ai ki tāna, kei te ngana te kāwanatanga ki te karo i tētahi pūnaha e aukati ana te mahi tari kaweake i te whakataetae o te ahumahi o Amerika ki ngā kaiwhakataetae e iti ake ana ngā arai.

I tana wāhanga, kua whakapuaki te Hēnāta John Fetterman i tōna ruarua mō te hiranga o ēnei hoko, me te mahara anō Ko Nvidia te kamupene tino nui rawa atu o te ao i runga i te whakapaipai māketeMai i tā rātou tirohanga, kāore i te mārama me whakapiki ake anō e te kamupene maramara nui ana moni whiwhi, engari ko te utu mō te pikinga ake o te whakawhirinakitanga ki a Haina i roto i tētahi wāhanga tairongo pēnei.

Te haumarutanga ā-motu me te whakataetae hangarau

I tua atu i te taumahatanga tōrangapū, e tohe ana te Whare White kia mau tonu te kaupapa matua pupuri i te mana whakahaere i runga i te hangarau rautakiKo te whakawhāiti i te kaweake o ngā maramara tino matatau—pērā i a Blackwell, i a Rubin rānei—me te tuku raihana i ngā maramara H200 ki ia take, he wāhanga tēnei o te kaupapa here aukati hangarau e aro ana ki te aukati i a Haina kei whakakī i te āputa mā te hoko noa i ngā taputapu o Amerika.

Nā tēnei whakaaro ka tū ngā kamupene pēnei i a Nvidia ki tētahi tūranga ngoikore: me kia tino tutuki i ngā paearu haumarutanga ā-motu Mena kei te hiahia ia ki te pupuri i ana raihana, ka mahi ia hei toronga hangarau o te pūnaha whakahaere kaweake a Washington. Ka taea e ia tauwhitinga whakahaere hē te hua mai i ngā whiu, ngā tirotirohanga, te whakakorenga rānei o ngā whakaaetanga.

Mō te umanga whānui—tae atu ki ngā kaiwhakarato kapua, ngā kaiwhakauru pūnaha, me ngā kamupene AI i Ūropi—ko te tikanga o tēnei taiao te whakatere i te moana o ngā rohe hangarau me ngā rohe tōrangapū e taupatupatu anaEhara i te mea ko te aromatawai i te utu me te mahi anake te mea e pā ana ki tēnei: ​​ko te tauwāhi o ngā pokapū raraunga, te mana whakahaere e tika ana, me te mōrearea ā-ao tōrangapū ngā mea e tino taumaha haere ana i te wā e hoahoa ana i ngā kaupapa matauranga horihori o te ao.

Te pānga me te pānui mai i Ūropi me Pāniora

Mai i te tirohanga a te Pākehā, ā, mō ngā whenua o te EU pēnei i a Pāniora, he maha ngā pānga nui o tēnei nekehanga a Washington. Tuatahi, Ka whakakaha ake i te whakawhirinaki o Ūropi ki ngā whakataunga hangarau a te US.Nā te mea ko te nuinga o te mana rorohiko matatau e whakamahia ana e ngā kamupene, ngā whare wānanga, me ngā pokapū rangahau puta noa i te whenua nui e whakawhirinaki tonu ana ki ngā maramara Nvidia me ngā ratonga kapua e hangai ana ki ngā taputapu o Amerika Te Raki.

Kei te akiakihia ngā hoa Pākehā o te Hononga o Amerika, tae atu ki ngā kāwanatanga e akiaki ana i ngā kaupapa AI nui me ngā kaupapa rorohiko nui, ki te te whakarite i tana kaupapa here kaweake me te whakamahinga o ngā maramara matatau me te anga o Amerika mēnā e hiahia ana rātou ki te pupuri i te urunga pai ki ēnei hangarau. Ko tēnei Ko te tikanga pea o tēnei ko te whakarērea i tētahi wāhanga o te pakihi me Haina, me ētahi atu whenua rānei e kiia ana he tairongo., hei utu mō te whakapakari i ngā hononga haumarutanga whakawhiti-Ataratiki.

Mō Pāniora, e whai ana kia ki te whakatū i a ia anō hei pokapū mō ngā raraunga, ngā pokapū rorohiko nui me te whanaketanga AI i te tonga o ŪropiHe ranunga o ngā wero me ngā whai wāhitanga tēnei āhuatanga. I tētahi taha, ka whakararuraru te koretake o ngā ture i ngā mahere roa mō ngā kamupene me ngā kāwanatanga ina tae mai ki te haumi ki ngā hanganga rorohiko e hangai ana ki ngā hangarau o Amerika. I tētahi atu taha, ko te hiahia o Washington ki te whakarite kia noho te Hauāuru hei kaiārahi i roto i ngā semiconductors me ngā taputapu AI ka puta he hua. Ngā hononga ahumahi hou, ngā haumitanga me ngā kaupapa Pākehā mō te hanga me te hoahoa o ngā maramara o te whakatupuranga e whai ake nei.

Ko te H200 hei tohu mō te whakataetae hangarau hou

Ko te pakanga mō te mana whakahaere o te H200 e whakaatu ana i te whānuitanga o te hangarau kua huri hei mea rongonui. te papa tākaro matua o te whakataetae ā-aoEhara i te mea ko te whakangungu i ngā tauira reo, i ngā pūnaha mōhio whakaahua rānei ēnei maramara anake; he wāhanga nui hoki mō ngā whakatauira uaua, te tātari raraunga nui, me ngā tono hōia o te whakatupuranga e whai ake nei.

Mā te whakawhāiti me te whakahaere i tana kaweake, e hiahia ana te Hononga o Amerika hei whakaroa i ētahi kaupapa nui i roto i ngā ringa o ō rātou hoa whakataetae Ā, i taua wā anō, kia mau tonu tōna arataki i roto i te whakataetae mō te matauranga horihori matatau. Ko Haina, i tana wāhanga, kei te whakautu mā te whakateretere i te whakawhanake i āna ake otinga me te hanga i tētahi mekameka tuku rerekē e kore e pāngia e ngā whiu, e ngā whakakorenga rānei.

Kua hurihia ngā maramara H200 hei tētahi mea nui atu i te hua hangarau houHe paearu rātou mō te taurite o te mana i waenga i ngā mana nui, ā, he whakamaumahara hoki ko te mana ōhanga me te mana hōia i ngā tekau tau e haere ake nei ka whakatauhia nuitia i roto i te ao o te rorohiko matatau me te hanganga AI. Mō Ūropi me Pāniora, ko te wero kei roto i te kore e noho noa hei mātakitaki engari ko te kimi i tō rātou tūranga i roto i tētahi whakataetae ka taea e ia raihana, ia taripa, me ia whakataunga ture te whakarerekē i te huarahi o te rāngai.