Trump watsegula chitseko kwa Nvidia kugulitsa ma chips a H200 ku China ndi mtengo wa 25%

Chisankho cha Purezidenti wa US Donald Trump chokhudza Kutumiza pang'ono kwa ma chips a Nvidia H200 ku China Mwadzidzidzi zasintha mawonekedwe a ukadaulo wanzeru zopanga zinthu. Nyumba Yoyera yasankha malo apakati: lolani malonda, koma posinthana ndi msonkho waukulu, wo- fyuluta yachitetezo chokwanira komanso dongosolo lolamulira zomwe zikusonyeza momveka bwino kuti chofunika kwambiri chikadali ubwino wa United States.

Kusunthaku, komwe kunaperekedwa mwachindunji kwa Xi Jinping ndikufalitsidwa kudzera mu Truth Social, kumaphatikiza zofuna zachuma, mpikisano wa ndale, ndi kuwerengera zisankhoNvidia, AMD, ndi Intel adzakhalanso ndi mwayi wopeza msika wawo waukulu, koma akuyang'aniridwa mosamala komanso ndi Zikuoneka kuti Beijing idzalola makampani ake kugula makina opangira makinawa mpaka pati. atalimbikitsa mfundo zosinthira ukadaulo kwa ogulitsa adziko lonse.

Chilolezo chokhazikika: 25% yowunikira msonkho ndi chitetezo

Trump walengeza kuti Nvidia idzatha kugulitsa chip yake ya H200 kwa makasitomala ovomerezeka ku China ndi mayiko enabola ngati apambana macheke okhwima achitetezo cha dziko. Kugulitsaku sikudzakhala kusinthana kwamalonda kosavuta: wogula aliyense ayenera kufufuzidwa ndi akuluakulu aku US, omwe adzawunikanso momwe angagwiritsire ntchito ma processor apamwamba awa pazankhondo, mwanzeru, kapena mosamala.

Mu uthenga wake, purezidenti adafotokoza kuti Dziko la United States lidzasunga 25% ya ndalama zomwe zapezeka chifukwa cha malonda awa.Izi zili pamwamba kwambiri pa 15% yomwe Nvidia idagwirizana kale ndi Washington kuti itumize mtundu wa H20O kunja. Nyumba Yoyera ikuganizira zokulitsa dongosolo la "license plus commission" kwa opanga ena monga AMD ndi Intelkotero kuti mwayi uliwonse wopeza ma chip apamwamba a AI ochokera ku China mosakayikira uyenera kudutsa mu fyuluta yolamulira ya US.

Olankhula ngati Karoline LevittMlembi wa atolankhani ku White House adagogomezera kuti zilolezo sizidzachitika zokha ndipo makampani okhawo omwe akwaniritsa muyezo winawake ndi omwe ali ndi mwayi wopeza. ndondomeko yowunika bwinoCholinga chomwe chanenedwachi ndi kuchepetsa chiopsezo chilichonse chosokoneza mapulogalamu ankhondo, chitetezo cha pa intaneti, kapena njira zowunikira anthu ambiri zomwe sizikugwirizana ndi zofuna za Washington.

Mpumulo pang'ono kuchokera ku veto: ntchito ya chip ya H200

Mtima wa muyeso umayang'ana kwambiri pa H200, imodzi mwa ma chip amphamvu kwambiri a AI m'banja la Nvidia la HopperPulosesa iyi, yopangidwira malo osungira deta komanso maphunziro a mitundu yayikulu ya luntha lochita kupanga, inali pansi pa ziletso zazikulu zotumizira kunja pansi pa ulamuliro wa Biden komanso kumayambiriro kwa nthawi yomwe ilipo.

Pofuna kuthana ndi zoletsa zomwe zinalipo kale, Nvidia adafika pakupanga mitundu yochepetsedwa monga H800 ndi H20idasinthidwa kuti igwirizane ndi malire omwe Washington idakhazikitsa. Komabe, China idayankha mopanda chidwi: akuluakulu aboma adalimbikitsa kuti makampani ake Sadzagwiritsa ntchito zinthu zonyozekaziAkatswiri ambiri adawona izi ngati njira yokakamiza kuti apeze zida zamphamvu kwambiri monga H200 yokha.

Chilolezo chatsopano chikuyimira kusintha kwa njira: Washington ilola kugulitsa galimoto ya H200, koma ikulepheretsa mabanja a Blackwell ndi Rubin kulowa m'panganoli.Mbadwo wotsatira wa ma chips a Nvidia wapangidwira ntchito zovuta kwambiri za AI. Trump watsindika izi momveka bwino, ponena momveka bwino kuti ma processor a m'badwo wotsatirawa adzakhalabe a United States ndi ogwirizana nawo, ndipo sadzakhala mbali ya zotumizidwa ku China.

Nvidia, pakati pa bizinesi ndi geopolitics

Kwa Nvidia, chisankhochi chikutsegula mwayi mu imodzi mwa njira zake misika yofunika kwambiri ya ma chips ogwira ntchito bwinoChina ndi yomwe ikufuna kwambiri ma processor a malo osungira deta ndi mapulojekiti anzeru zopanga zinthu, kotero kubwezeretsa zina mwa izi kungapangitse kuti pakhale mabiliyoni ambiri a madola pa kotala.

Mkulu wa zachuma wa kampaniyo, Colette KressIye anayerekezeranso kuti kugulitsa tchipisi kumsika waku China kungathe onjezerani ndalama zomwe zimapeza pakati pa $2.000 biliyoni ndi $5.000 biliyoni kotala lililonse ngati zoletsazo zitachotsedwa. Akatswiri ena, monga Gene Munster, akuti kutsegulidwanso pang'ono ndi H200 kungapangitse kukula kwa ndalama za Nvidia pachaka kufika pa 65% pachaka, poyerekeza ndi zomwe zinanenedweratu 51% isanachitike kusintha kwa malamulo.

Mtsogoleri wamkulu wa kampaniyo, jensen huangIye wakhala m'modzi mwa anthu omwe akulimbikitsa kwambiri ku Washington kuti achepetse veto. Malinga ndi magwero omwe ali pafupi naye, omwe adatchulidwa m'manyuzipepala aku America, Huang anachenjeza boma za chiopsezo chosiya msika wamtengo wapatali mabiliyoni ambiri a madola kwa opikisana nawo aku China omwe akutuluka ngati lamulo loletsa anthu kulowa m'dziko lina likanapitirizidwa. Kupanikizika kwawo kukanakhala kofunika kwambiri popanga njira yothetsera mavuto: kugulitsa ena, koma pansi pa mikhalidwe yolamulidwa kwambiri.

Kuchitapo kanthu mwachangu pamsika wamasheya ndi zotsatira zake pa gawoli

Kulengeza kwa Trump kunakhudza kwambiri misika yazachuma nthawi yomweyo. Masheya a Nvidia adakwera pafupifupi 1,7% mu malonda asanafike msika. kuchokera kumsika waku US ndipo adatseka gawo lapitalo ndi phindu la pafupifupi 1,73%. Mpaka pano chaka chino, masheya awonjezeka ndi pafupifupi 28% -40% kutengera chizindikiro chogwiritsidwa ntchito, chomwe chili pamwamba kwambiri pa avareji ya magwiridwe antchito a S&P 500.

Gululi linachepetsanso gawo lonse la semiconductor. AMD yapeza pafupifupi 1,1% -1,5% pa malonda oyambiriranthawi Intel yapita patsogolo pafupifupi pakati pa 0,5% ndi 0,8%., akuyembekezera tsatanetsatane wokhudza ngati adzalandira zilolezo zofanana kuti atumize zida zawo zanzeru zopanga zinthu pansi pa mikhalidwe yomweyi.

Akatswiri ochokera kumakampani monga Morningstar amakhulupirira kuti, ngakhale kuti malamulo akusintha m'zaka zaposachedwa, Ndondomeko yatsopanoyi ikutsegula njira imodzi yomveka bwino yopezera ndalama zambiri kuchokera ku China pogwiritsa ntchito AIKomabe, akuchenjeza kuti kupitiriza kwa dongosololi sikutsimikizika: Washington yapita patsogolo ndi mtsogolo ndi ziletsozo ndipo ikhoza kuzilimbitsanso ngati mkhalidwe wandale kapena chitetezo utasintha.

China, pakati pa zokambirana ndi ufulu waukadaulo

Kumbali ina ya Pacific, zomwe anthu aku China adachita sizinali bwino kwenikweni. Unduna wa Zamalonda ku Beijing wapereka chigamulochi. "Gawo labwino koma losakwanira"kunena kuti ma veto ndi zowongolera za US zikugwirabe ntchito mpikisano wosokonezaChilolezo cha H200 chikubweranso pambuyo poti dziko la Asia lawonjezera ndalama zothandizira makampani ake opanga ma semiconductor ndi cholinga chofuna Kuchulukitsa mphamvu ya dziko lonse ya ma chip apamwamba pofika chaka cha 2026.

Oyang'anira aku China tsopano akuganiza zolola anthu kulowa zochepa komanso zolamulidwa kwambiri Ponena za mndandanda wa H200, malinga ndi magwero omwe atchulidwa ndi atolankhani apadziko lonse lapansi, makampani aku China omwe akufuna kugula ma processor awa ayenera kuvomereza okha ndikufotokozera chifukwa chake opanga akumaloko sangathe kukwaniritsa zosowa zawo ndi ma chips opangidwa mdziko muno. Mwanjira ina, Beijing ikufunanso kukhazikitsa malamulo ndikuchepetsa kukhudzidwa kwake ndi zisankho za Washington.

Mofanana ndi zimenezi, malamulo a ku America athandiza kuti njira yopezera Kudziyimira pawokha kwaukadaulo waku ChinaDzikoli lakulitsa ndalama mu kafukufuku, mphamvu zopangira zinthu, komanso mgwirizano ndi ogulitsa omwe sali pansi pa ulamuliro womwewo. Pakadali pano, izi zitha kubweretsa vuto la mapu aukadaulo ogawanika kwambirindi miyezo ndi unyolo wopereka womwe umayenda limodzi pakati pa ma bloc opikisana.

Mikangano yandale ku Washington yokhudza kugulitsa ku China

Chilolezo chogulitsira Nvidia sichinalandiridwe ndi aliyense ku Capitol Hill. Opanga malamulo ku US agawanika kwambiri ngati ndi njira yowopsa kapena njira yanzeru yolimbikitsira utsogoleri wa dzikolo mu AI ndi ma semiconductors.

Mamembala ena a Nyumba Yamalamulo akuchenjeza za kuopsa koika Chimodzi mwa zinthu zamtengo wapatali kwambiri zaukadaulo ku United States chili m'manja mwa mpikisano wake wamkulu wankhondo.Woimira Andrew Garbarino, wapampando wa Komiti Yoteteza Dziko Lapansi ya Nyumba ya Malamulo, wanena nkhawa kuti ma chips awa akhoza kulimbitsa luso m'magawo monga quantum computing kapena cyber espionage, madera omwe kupita patsogolo kwa China kungakhale ndi zotsatirapo zachindunji pa chitetezo cha Kumadzulo.

Ena, monga Congressman Brian Mast, wapampando wa Komiti Yoona za Zakunja ya Nyumba Yamalamulo, akunena kuti lamuloli likugwirizana ndi njira yokulirapo yoti "muphunzire" luntha lochita kupanga ndi makompyuta apamwambaMonga momwe adafotokozera, boma likuyesetsa kupewa njira yomwe mabungwe otumiza kunja amalepheretsa mpikisano wa makampani aku America motsutsana ndi omwe akuchita zinthu popanda zopinga zambiri.

Senator John Fetterman, kumbali yake, wanena kuti akukayikira kufunika kwa malonda awa, pokumbukira kuti Nvidia tsopano ndi kampani yamtengo wapatali kwambiri padziko lonse lapansi potengera ndalama zamsikaMalinga ndi maganizo awo, sizikudziwika bwino kuti kampani yayikulu ya ma chip iyenera kupititsa patsogolo ndalama zake powonjezera kudalirana ndi China m'dera lovuta chonchi.

Chitetezo cha dziko motsutsana ndi mpikisano waukadaulo

Kupatula mavuto andale, White House ikugogomezera kuti chofunika kwambiri chikadalipo pitirizani kulamulira ukadaulo wamakonoKuchepetsa kutumiza ma chip apamwamba kwambiri—monga Blackwell kapena Rubin—ndi kupereka ma chip a H200 ku chilolezo cha mlandu uliwonse ndi gawo la mfundo zoletsa ukadaulo zomwe cholinga chake ndi kuletsa China kutseka mpata pongogula zida zaku America.

Mfundo imeneyi imaika makampani ngati Nvidia pamalo ovuta: kampaniyo iyenera kutsatira mosamala mfundo za chitetezo cha dziko Ngati ikufuna kusunga zilolezo zake, imagwira ntchito ngati njira yowonjezera yaukadaulo ya Washington yowongolera kutumiza kunja. Kugulitsa kulikonse kosayenera kungayambitse zilango, kufufuza, kapena kuchotsedwa kwa zilolezo.

Kwa makampani onse—kuphatikizapo opereka chithandizo cha mtambo, ogwirizanitsa machitidwe, ndi makampani a AI ku Europe—malo awa akutanthauza kuyenda m'nyanja ya malire aukadaulo ndi ndale ophatikizanaSikuti kungoyang'ana mtengo ndi magwiridwe antchito okha: komwe kuli malo osungira deta, malo ogwirira ntchito, ndi chiopsezo cha ndale ndi zinthu zomwe zimavuta kwambiri popanga mapulojekiti apadziko lonse lapansi anzeru zopanga.

Zotsatira ndi kuwerenga kuchokera ku Europe ndi Spain

Kuchokera ku Ulaya, makamaka ku mayiko a EU monga Spain, kusintha kumeneku kwa Washington kuli ndi zotsatirapo zingapo zofunika. Choyamba, Izi zikulimbitsa kudalira kwa Ulaya pa zisankho zaukadaulo za ku America.Izi zili choncho chifukwa mphamvu zambiri zamakompyuta zomwe makampani, mayunivesite, ndi malo ofufuzira padziko lonse lapansi amagwiritsa ntchito zikupitilizabe kudalira ma chips a Nvidia ndi ntchito zamtambo kutengera zida zaku North America.

Ogwirizana ndi United States ku Europe, kuphatikizapo maboma omwe akuyendetsa mapulojekiti akuluakulu a AI ndi ma supercomputer, akukakamizidwa kuti achite izi. gwirizanitsani mfundo zake zotumizira kunja ndi kugwiritsa ntchito ma chip apamwamba ndi dongosolo la US ngati akufuna kukhala ndi mwayi wosankha ukadaulo uwu. Izi Izi zingatanthauze kusiya gawo la bizinesi ndi China kapena malo ena omwe amaonedwa kuti ndi ovuta., posinthana ndi kulimbitsa mgwirizano wa chitetezo cha m'nyanja ya Atlantic.

Kwa Spain, yomwe ikufuna kuti idziike yokha ngati malo osungira deta, malo opangira makompyuta ambiri komanso chitukuko cha AI kum'mwera kwa EuropeIzi zikuwonetsa mavuto osiyanasiyana komanso mwayi. Kumbali imodzi, kusatsimikizika kwa malamulo kumavutitsa mapulani a nthawi yayitali a makampani ndi maboma pankhani yoyika ndalama mu zomangamanga zamakompyuta kutengera ukadaulo wa US. Kumbali ina, chikhumbo cha Washington chofuna kuonetsetsa kuti utsogoleri wakumadzulo mu semiconductors ndi zida za AI zitha kumasulira Mgwirizano watsopano wa mafakitale, ndalama zomwe zayikidwa, ndi mapulojekiti aku Europe opangira ndi kupanga ma chips a m'badwo wotsatira.

H200 monga chizindikiro cha mpikisano watsopano waukadaulo

Nkhondo yolimbana ndi ulamuliro wa H200 ikuwonetsa momwe ukadaulo wakhalira bwalo losewerera pakati pa mpikisano wapadziko lonse lapansiMa chips awa sagwiritsidwa ntchito pophunzitsa zitsanzo za chilankhulo kapena njira zozindikirira zithunzi zokha, komanso ndi zinthu zofunika kwambiri pa zoyeserera zovuta, kusanthula deta yayikulu, komanso kugwiritsa ntchito zida zankhondo za m'badwo wotsatira.

Mwa kuchepetsa ndi kulamulira kutumiza katundu wake kunja, United States ikufuna kuti achepetse ntchito zina zofunika m'manja mwa otsutsana nawo Ndipo, nthawi yomweyo, pitirizani kukhala patsogolo pa mpikisano wa luntha lochita kupanga. China, kumbali yake, ikuyankha mwachangu pakupanga njira zake zothetsera mavuto ndikupanga njira ina yopezera zinthu yomwe sidzakumana ndi zilango kapena ma veto.

Ma chips a H200 asinthidwa kukhala chinthu choposa chinthu chamakono chaukadauloNdi chizindikiro cha mphamvu pakati pa mayiko akuluakulu komanso chikumbutso chakuti ulamuliro wa zachuma ndi wankhondo m'zaka zikubwerazi udzadalira kwambiri ntchito zamakono zamakono ndi zomangamanga za AI. Kwa Europe ndi Spain, vuto silili pakukhalabe owonera chabe koma kupeza malo awo pampikisano pomwe chilolezo chilichonse, mtengo uliwonse, ndi chisankho chilichonse cholamulira chingasinthe kayendetsedwe ka gawoli.