- Iyo CAC inoraira hofori dzakaita seAlibaba neByteDance kudzima kuyedzwa uye maodha eNvidia machipi.
- Zvinangwa zvekurambidza mhando dzakachinjirwa kuChina senge RTX Pro 6000D uye zvakare H20.
- Beijing inokurudzira dzimwe nzira dzemunharaunda (Huawei, Cambricon) mushure memisangano yepamusoro-soro.
- Nvidia anodemba chisarudzo; Kusawirirana kwekutengeserana kweChina-US ndiko kunogadzirisa mamiriro ezvinhu.
China yakatora rimwe danho muhurongwa hwayo hwetekinoroji: mutongi weInternet wenyika akaraira mapoka makuru ehunyanzvi Rega kutenga uye kudzima maodha eNvidia AI machipiIwo murairo, unonzi neCyberspace Administration yeChina (CAC), unobata zvakananga makambani akadai ByteDance uye Alibaba, maererano nenhepfenyuro dzakadai seFinancial Times neReuters.
Chiyero chinouya mumamiriro ekunze ekunetsana kwekutengeserana neUnited States uye mushure memazuva ano ekutonga mafambiro, senge Kuongorora kweAntitrust muChina mukutenga kwaNvidia kweMellanox. Zvichienderana, masosi emaindasitiri anoratidza kuti Beijing yakaridza vatambi vakuru venyika -Huawei, cambricon, Alibaba uye Baidu- kuongorora kupuruzira kwekugadzirwa kwesemiconductor yemuno, neshoko iro machipisi emumba zvatoenzana kana kudarika kumamodeli eAmerica anobvumidzwa munyika.
Izvo zvakarairwa neChinese regulator (CAC).
Zvinoenderana neruzivo rwakaburitswa, CAC yakaratidza kumakambani makuru ehunyanzvi izvo kumisa kuyedzwa, kusimbiswa uye kutora yeNvidia's accelerators yakagadzirirwa musika weChinese. Kurongeka kunotarisa pane RTX Pro 6000D -kutsiviwa kweH20 yeiyi ecosystem-, uye inodudzirwa sekusimbiswa kwemirairo yapfuura yaive yakanyanya kutariswa paH20 pachayo.
Pamberi pechiziviso chepamutemo, makambani akati wandei aive nehurukuro dzepamberi nevasanganisi uye sevapeji edza uye simbisa mabheji akakosha zvemachipisi aya. Kutevera kuraira kwemutongi, maitiro aya vakaoma mitezo, uye mirairo yakanga ichiitwa yakabviswa kana kuti kumiswa, manyuko mamwe chetewo anoratidza.
Bato reCAC rinoenderana nechinangwa che kuderedza kuvimba neUS hardware muAI yekudzidziswa uye mabasa ekufungidzira, kusimbisa nyika yekugovera cheni inokwanisa kutsigira gore rakakura uye data center deployments.
Ndiani ari kukanganiswa uye ndeapi machipisi ari munzvimbo inotaridzika?
Kurongeka kunosvika kuhofori dzakadai Alibaba uye ByteDance, uye zvisina kunanga kune mamwe mapoka ane advanced AI mapurojekiti, kusanganisira BaiduChinangwa chiri pa RTX Pro 6000D, modhi yakagadzirwa neChina iyo Nvidia yakamisikidza senge sarudzo inoenderana nezvirambidzo zveUS kunze kwenyika; uye zvakare mu H20, iyo yakatangira, yakambosarudzwa nevatongi.
Makambani akati wandei akanga aronga kutorwa kwe makumi ezviuru zvezvikamu yeRTX Pro 6000D uye yakanga yatotanga kuita uye kuyedzwa kwekugadzikana pamaseva akasimbiswa. Izvo zvingangodiwa, zvakadaro, zvadzikama zvichitevera kuraira kweCAC, izvo zvinosundidzira makambani kutora accelerators emunharaunda.
Mukufanana, Hurumende ingadai yakaungana Huawei, cambricon, Alibaba uye Baidu kuongorora mamepu enyika. Kubva munhaurirano iyi, iyo thesis inobuda kuti kuwanikwa kwenzvimbo yeAI processors Yatova makwikwi zvakakwana kuvhara zvinodiwa zvemusika wepamba pasina kuenderana neNvidia.
Maitiro uye basa reNvidia
Kubva kuNvidia, CEO wayo, jensen huang, yataura zvayo kusuwa nezvesarudzo, kunyangwe akabvuma kuti chikamu chehurongwa hwakakura hwezvematongerwo enyika pakati peChina neUnited States. Mukuru wacho akacherechedza kuti kambani yakakumbira vaongorori kuti usasanganise China mune zvaunofungidzira pakatarisana nekusava nechokwadi kwekutonga.
Pamberi pemari, shanduko yescript yakagadzira zvikamu zve kusagadzikana kwemusika wemari uye kusahadzika nezve mupiro weChina kune bhizinesi rekambani data centre. Zvinyorwa zvakapfuura zvakaendeswa kune vamiriri vakatoyambira nezve zvingangoita mabhiriyoni akati wandei emadhora kana musika weChina waizovharwa kwenguva yakareba.
Nvidia yakanga yagadzirisa katalog yayo muChina nesarudzo dzakadai se H20 and the RTX Pro 6000D, zvigadzirwa zvine maitiro akaderedzwa zvichienzaniswa nemureza wavo wepasi rose, zvinoenderana nemiganhu yakatarwa neWashington. Ikozvino Lockdown, zvakadaro, inokwidza BP kufunga zvakare chero nzira yekutengeserana munyika.
Geopolitical mamiriro uye kutengeserana nhaurirano
Veto chikamu chekuwedzera kwakawedzera: manejimendi anoteedzana eUS akaganhurira kuwana kweChina machipisi epamusoro uye midziyo yakakosha, uku Beijing apindura na regulatory probes uye antitrust kuferefeta iyo zvino inosvika kuNvidia pakutora kwayo Mellanox. Pamusoro pezvo, ongororo dzakaitwa antidumping pane mamwe masemiconductors anounzwa kunze kwenyika.
Padanho rezvematongerwo enyika, manzwi muWashington akasimbisa kuti China haisi nyore bhizinesi shamwari uye vakadana kumira kwakasimba. Kupuruzira kunoenderana nematenderedzwa e nhaurirano muMadrid uye nekusangana kwepamusoro-soro pakati penyika mbiri idzi kugadzirisa zvese kubva pamitengo kusvika kune nyaya dzakadai seramangwana remapuratifomu ehunyanzvi.
Zvichakadaro, muChina, mitemo ye tekinoroji kutsivaMafemu emuno anomhanyisa zvirongwa: Huawei anogadzirira nyowani AI processor zvidyarwa, cambricon inoshuma kufambira mberi mukudiwa uye purofiti, uye software vatambi vakaita se DeepSeek gadzirisa mamodheru avo kuti vamhanye machipisi emumba.
Iyo indasitiri ine chokwadi chekuti meseji yepamutemo haina kujeka: maoko kushanda kuvaka hurongwa hwenyika inokwanisa kuchengetedza kukura kweAI muChina, pasina kuvimba nezvinowanikwa pasi pekuchinja kwemitemo yekunze.
Chiitiko chacho chinoratidza kuchinja kwezvinhu zvinokosha: makwikwi e AI accelerators Yatova strategic issue. Kuna Nvidia, dambudziko nderekurarama nezvirambidzo izvi; yeChina, kuyera chip ecosystem yayo kuvhara zvese zvinodiwa. mhinduro dzako, kufambirana neUnited States mune zvehupfumi, zvekutonga uye zvetekinoroji.
Ini ndiri anofarira tekinoroji akashandura zvaanofarira zve "geek" kuita basa. Ndapedza makore anopfuura gumi ehupenyu hwangu ndichishandisa tekinoroji yekucheka-kumucheto uye kutamba nemhando dzese dzezvirongwa kunze kwekuda kuziva. Iye zvino ndava nyanzvi mune zvekombiyuta uye mitambo yemavhidhiyo. Izvi zvinodaro nekuti kweanopfuura makore 10 ndanga ndichishanda kunyora kune akasiyana mawebhusaiti pane tekinoroji nemitambo yemavhidhiyo, ndichigadzira zvinyorwa zvinotsvaga kukupa ruzivo rwaunoda mumutauro unonzwisisika nemunhu wese.
Kana iwe uine chero mibvunzo, ruzivo rwangu rwunobva kune zvese zvine chekuita neWindows inoshanda sisitimu pamwe ne Android yenharembozha. Uye kuzvipira kwangu kuri kwauri, ndinogara ndakagadzirira kushandisa maminetsi mashoma uye kukubatsira kugadzirisa chero mibvunzo yaungave unayo munyika ino yeinternet.