Trump avhura mukana wekuti Nvidia itengese machipisi eH200 kuChina nemutengo we25%

Sarudzo yeMutungamiri weAmerica, Donald Trump, yekuti Kutengeswa kwemachipisi eNvidia H200 kuChina kwakavhurika zvishoma Zvakachinja kamwe kamwe mamiriro ehunyanzvi hwekugadzira. White House yasarudza nzvimbo yepakati: bvumidza kutengesa, asi kuti mutsinhane nemutero wakakwira, UN sefa yakazara yekuchengetedza uye hurongwa hwemitemo izvo zvinojekesa kuti chinhu chakakosha chinoramba chiri mukana weUnited States.

Danho iri, rakaziviswa zvakananga kuna Xi Jinping uye rakaparadzirwa kuburikidza neTruth Social, rinobatanidza zvido zvehupfumi, kukwikwidzana kwezvematongerwo enyika, uye kuverenga sarudzoNvidia, AMD, neIntel vachakwanisa zvakare kuwana imwe yemisika yavo mikuru, asi vachitarisirwa zvakanyanya uye ne Zvinoramba zvichionekwa kuti Beijing ichabvumidza makambani ayo kutenga michina iyi kusvika papi. mushure mekukurudzira mutemo wekuti tekinoroji itsiviwe kune vatengesi venyika.

Mvumo ine mirau: 25% yekuongorora muripo wemitero nekuchengetedzwa kwekuchengetedza

Trump akazivisa kuti Nvidia ichakwanisa kutengesa chip yayo yeH200 kune vatengi vanotenderwa muChina nedzimwe nyikachero bedzi vakapasa bvunzo dzakasimba dzekuchengetedzwa kwenyika. Kutengeserana uku hakuzove kungotengeserana kuri nyore: mutengi wega wega anofanira kuongororwa nevakuru vemuUS, avo vachaongorora kushandiswa kwevashandisi ava vepamusoro-soro mumauto, muhurongwa, kana kuti muchivande.

Mumashoko ake, mutungamiri wenyika akatsanangura kuti United States ichachengeta 25% yemari inowanikwa nekutengesa ukuIzvi zviri pamusoro pe15% iyo Nvidia yakambobvumirana neWashington kuti itumire kunze kwemodhi yeH20O. White House iri kufunga nezvekuwedzera chirongwa ichi che "license plus commission" kune vamwe vagadziri vakaita se AMD uye Intelkuitira kuti chero mukana wekuwana machipisi eAI epamusoro neChina uchazofanira kupfuura nemuchina weUS regulatory filter.

Vatauri vakaita se Karoline LevittMunyori wenhau weWhite House akasimbisa kuti marezenisi acho haazongoitika ega uye kuti makambani anosangana nemwero wakati chete ndiwo achakwanisa kuwana. hurongwa hwekuongorora hwakadzamaChinangwa chakataurwa ndechekuderedza njodzi yekutsauswa kwezvirongwa zvemauto, kuchengetedzwa kwemakombiyuta, kana masisitimu ekutarisa vanhu vakawanda zvinopesana nezvido zveWashington.

Rubatsiro rushoma kubva mukurambidzwa kwemutemo: basa rechipu cheH200

Chinonyanya kukosha pakuyera H200, imwe yemachipisi eAI ane simba kwazvo mumhuri yeNvidia yeHopperIyi processor, yakagadzirirwa nzvimbo dzedata uye kudzidziswa kwemamodeli makuru ehungwaru hwekugadzira, yaive pasi pemirau yakakomba yekutengeswa kunze kwenyika pasi pehutongi hwaBiden uye pakutanga kwenguva yazvino.

Kuti vakunde zvipingamupinyi zvekare, Nvidia yakasvika pakugadzira shanduro dzakaderedzwa dzakadai se H800 uye H20yakachinjirwa kumiganhu yakatarwa neWashington. Zvisinei, China yakapindura zvisina tsitsi: zviremera zvakakurudzira kuti makambani ayo Havazoshandisi zvigadzirwa izvi zvakaoraMaonero aya akatsanangurwa nevaongorori vazhinji senzira yekumanikidza kuti vawane michina ine simba seH200 pachayo.

Mvumo itsva inomiririra shanduko yemaitiro: Washington ichabvumidza kutengeswa kweH200, asi iri kuita kuti mhuri dzeBlackwell neRubin dzisave muchibvumirano zvachose.Chizvarwa chinotevera chemachipisi eNvidia chakagadzirirwa kushandiswa kweAI zvakanyanya kuoma. Trump akasimbisa izvi zvakajeka, achijekesa kuti ma processor aya echizvarwa chinotevera acharamba akachengeterwa United States nevatsigiri vayo, uye haazove chikamu chekutumira kuChina.

Nvidia, pakati pebhizinesi nezvematongerwo enyika

Kune Nvidia, sarudzo iyi inovhura mukana wekuwana mukana mune imwe ye ... misika mikuru yemachipisi anoshanda zvakanyanyaChina ndiyo ine chikamu chikuru chezvinodiwa pasi rose zvema processors enzvimbo dzedata uye mapurojekiti ehungwaru hwekugadzira, saka kuwana imwe yenzira idzodzo kunogona kuita mabhiriyoni emadhora ekuwedzera pakota.

Mukuru wezvemari wekambani, Colette KressAkatofungidzira kuti kutengeswa kwemachipisi kumusika weChina kunogona wedzera mari iri pakati pemadhora mabhiriyoni maviri nemadhora mashanu pamwedzi wega wega kana zvirambidzo zvikabviswa. Vamwe vaongorori, vakaita saGene Munster, vanofungidzira kuti kuvhurwazve kweH200 zvishoma kunogona kusundira kukura kwemari inowanikwa neNvidia pagore kusvika 65% pagore, zvichienzaniswa ne51% yaitarisirwa isati yachinja mitemo.

Mukuru wekambani, jensen huangAnga ari mumwe wevanhu vanonyanya kutaura muWashington vachiti mutemo wekuti veto uregedzwe. Sekureva kwevanobva pedyo naye, vakataurwa mupepanhau reAmerica, Huang akanyevera hurumende nezvenjodzi yekurega musika unokosha makumi emabhiriyoni emadhora kune vari kukwikwidzana vekuChina vari kubuda kudai mutemo wekuti vanhu vagare mudzimba dzavo wakaramba uripo. Kumanikidzwa kwavo kwaizove chinhu chakakosha pakugadzira mhinduro yepakati: kutengesa vamwe, asi mumamiriro ezvinhu akadzorwa zvakanyanya.

Kuita nekukurumidza pamusika wemasheya uye mhedzisiro yakaipa pachikamu ichi

Kuziviswa kwaTrump kwakakanganisa misika yemari panguva imwe chete. Migove yeNvidia yakakwira ne1,7% mukutengeserana kusati kwatanga. kubva kumusika weUS uye yakavhara chikamu chekare nekuwedzera kweinenge 1,73%. Kusvika parizvino gore rino, masheya akaunganidza kukwira kweinenge 28% -40% zvichienderana nechiratidzo chekuenzanisa chakashandiswa, chiri pamusoro peavhareji yekushanda kweS&P 500.

Kufamba uku kwakadhonzerawo pasi chikamu chezvema semiconductor. AMD yakawana angangoita 1,1% -1,5% mukutengesa kwekutangapanguva Intel yakawedzera pakati pe0,5% ne0,8%., vachimirira rumwe ruzivo rwekuti vachawana here marezenisi akafanana ekutumira machipisi avo ehungwaru hwekugadzira pasi pemamiriro akafanana.

Vaongorori vanobva kumakambani akaita seMorningstar vanotenda kuti, pasinei nekusagadzikana kwemitemo kwemakore achangopfuura, Mutemo mutsva uyu unovhura nzira imwe chete yakajeka yekuwana mari yakawanda yeAI kubva kuChinaZvisinei, vanoyambira kuti kuenderera mberi kwehurongwa uhwu hakuvimbiswe: Washington yakaramba ichienderera mberi nemirau iyi uye inogona kuisimbisa zvakare kana mamiriro ezvematongerwo enyika kana ekuchengetedza akachinja.

China, pakati pekutaurirana nekuzvitonga kwetekinoroji

Kune rimwe divi rePacific, maitiro eChina aifungidzirwa kuti haana kunaka. Bazi rezvekutengeserana reBeijing rakataura nezvesarudzo iyi. "Danho rakanaka asi risina kukwana"vachisimbisa kuti veto dzeUS nekutonga kwadzo zvichiripo makwikwi anotsausaMvumo yeH200 inouyawo mushure mekunge nyika yeAsia yawedzera rubatsiro rutsva kuindasitiri yayo yesemiconductor nechinangwa che Wedzera kaviri kugona kwenyika kwezvishandiso zvemhando yepamusoro panosvika gore ra2026.

Vatongi vekuChina vava kufunga nezvekubvumidza vanhu kupinda ine miganhu uye inodzorwa zvakanyanya Nezve H200 series, sekureva kwevanobva kunhau dzepasi rose, makambani ekuChina anoda kutenga ma processor aya achafanirwa kuita maitiro avo ekubvumidza uye kutsanangura kuti nei vagadziri vemuno vasingakwanise kuzadzisa zvavanoda nema chips anogadzirwa munyika. Nemamwe mashoko, Beijing inodawo kuisa mitemo uye kuderedza kuratidzwa kwayo kune zvisarudzo zvega neWashington.

Panguva imwe cheteyo, zvirambidzo zveUS zvakakurumidzisa hurongwa hwe Kuzvitonga kweChina mune tekinorojiNyika yakawedzera mari mukutsvaga, kugona kugadzira zvinhu, uye kushandira pamwe nevatengesi vasiri pasi pehutongi hwakafanana. Munguva yepakati nepakati, danho iri rinogona kukonzera mamiriro ezvinhu ekuti mepu yetekinoroji yakakamurwa-kamurwanezvinodiwa uye cheni dzezviwanikwa dzinofamba pamwe chete pakati pezvikwata zvinokwikwidzana.

Kusawirirana kwezvematongerwo enyika muWashington pamusoro pekutengeswa kwemari kuChina

Nyaya yekuti Nvidia yakatengesa zvinhu haina kutambirwa nevanhu vose paCapitol Hill. Vamiriri veparamende vekuUS vakakamurwa zvikuru pamusoro pekuti inyaya ine njodzi here kana kuti inzira yakangwara yekusimbisa hutungamiriri hwenyika muAI nema semiconductors.

Vamwe nhengo dzeCongress vanonyevera nezvengozi yekuisa Imwe yemidziyo yetekinoroji inokosha zvikuru muUnited States iri mumaoko emukwikwidzi wayo mukuru wezvehunyanzvi.Mumiriri Andrew Garbarino, sachigaro weKomiti yeHomeland Security yeDare reParamende, akaratidza kunetseka kuti machipisi aya anogona kuzopedzisira asimbisa hunyanzvi muminda yakaita sequantum computing kana cyber espionage, nzvimbo umo kufambira mberi kweChina kunogona kuve nemigumisiro yakananga kukuchengetedzwa kweWestern.

Vamwe, vakaita saCongressman Brian Mast, sachigaro weDare reParamende rezveKunze, vanoti danho iri rinoenderana nemutemo we nzira yakakura yeku "gona" huchenjeri hwekugadzira uye hunyanzvi hwemakombiyuta epamusoroSezvaakatsanangura, hurumende iri kuedza kudzivirira hurongwa umo hutungamiriri hwekutengesa kunze kwenyika hunodzivisa kukwikwidzana kwemaindasitiri ekuAmerica kune vanokwikwidza vanoshanda vasina zvipingamupinyi zvakawanda.

Seneta John Fetterman, kune rimwe divi rake, akaratidza kusava nechokwadi nezvekukosha kwekutengesa uku, achiyeuka kuti Nvidia yava kambani inonyanya kukosha pasi rose nekuda kwemari yemusikaKubva pamaonero avo, hazvisi pachena kuti kambani hombe yemachip inofanira kuwedzera mari yayo nekuwedzera kuvimbana kwayo neChina munzvimbo yakaoma kudaro.

Kuchengetedzwa kwenyika zvichienzaniswa nekukwikwidzana kwetekinoroji

Kunze kwekunetsana kwezvematongerwo enyika, White House inosimbirira kuti chinhu chekutanga chinoramba chiripo chengetedza kutonga pamusoro pehunyanzvi hwekugadzira zvinhuKuganhurira kutengeswa kwemachipisi epamusoro-soro—akadai seBlackwell kana Rubin—uye kuisa machipisi eH200 pasi pemarezenisi enyaya imwe neimwe chikamu chemutemo wekudzivirira tekinoroji wakanangana nekudzivirira China kubva pakuvhara mukaha nekutenga midziyo yekuAmerica.

Pfungwa iyi inoisa makambani akaita seNvidia munzvimbo yakaoma: kambani iyi inofanira kunyatsotevedzera zvinodiwa zvekuchengetedzwa kwenyika Kana ichida kuchengetedza marezenisi ayo, inoshanda sekuwedzera kwehunyanzvi hweWashington mukudzora kutengesa kunze kwenyika. Kutengeserana kwega kwega kusina kutarisirwa zvakanaka kunogona kukonzera zvirango, kuferefetwa, kana kubviswa kwemarezenisi.

Kune indasitiri yese — kusanganisira vanopa mabasa egore, vanobatanidza masisitimu, uye makambani eAI muEurope — izvi zvinoreva kufamba mugungwa rine miganhu yetekinoroji nezvematongerwo enyika inopindiranaHazvisi zvekungoongorora mutengo nekushanda: nzvimbo yedata centers, nzvimbo inoshanda, uye njodzi dzezvematongerwo enyika ndizvo zvinhu zvinonyanya kuomera pakugadzira mapurojekiti epasi rose ehungwaru hwekugadzira.

Mhedzisiro uye kuverenga kubva kuEurope neSpain

Kubva pamaonero eEurope, uye kunyanya kunyika dzeEU dzakadai seSpain, shanduko iyi yakaitwa neWashington ine zvayakanakira zvakawanda. Izvi zvinosimbisa kuvimba kweEurope nezvisarudzo zvetekinoroji zveUS.Izvi zvinodaro nekuti simba guru repamusoro rekushandisa komputa rinoshandiswa nemakambani, mayunivhesiti, nenzvimbo dzekutsvagisa mukondinendi yese rinoramba richivimba nemachipisi eNvidia nemasevhisi egore zvichibva pamidziyo yekuNorth America.

Vadyidzani veUnited States muEurope, kusanganisira hurumende dziri kutungamira mapurojekiti makuru eAI ne supercomputer, vari kusundidzirwa kuti vatange gadzirisa mutemo wayo wekutumira kunze kwenyika uye kushandisa machipisi epamusoro nehurongwa hweUS kana vachida kuchengetedza mukana wekuwana matekinoroji aya. Izvi Izvi zvinogona kureva kusiya chikamu chebhizinesi neChina kana dzimwe nzvimbo dzinoonekwa sedzine njodzi., mukuchinjana nekusimbisa hukama hwekuchengetedzwa kwepasi peAtlantic.

Kune Spain, iyo inoshuvira kuzvipa nzvimbo yekupa ruzivo, nzvimbo dzekushandisa makombiyuta akawanda uye kugadzira AI kumaodzanyemba kweEuropeMamiriro ezvinhu aya anopa musanganiswa wematambudziko nemikana. Kune rumwe rutivi, kusava nechokwadi kwemitemo kunoomesa zvirongwa zvenguva refu zvemakambani nehurumende kana zvasvika pakudyara mari muzvivakwa zvemakombiyuta zvichibva patekinoroji yeUS. Kune rumwe rutivi, chishuwo cheWashington chekuona kuti hutungamiriri hweWestern mu semiconductors neAI hardware zvinogona kushandura kuita Kubatana kutsva kwemaindasitiri, mari yekudyara uye mapurojekiti eEurope ekugadzira nekugadzira machipisi echizvarwa chinotevera.

H200 sechiratidzo chemakwikwi matsva etekinoroji

Hondo yekudzora H200 inoratidza kuti tekinoroji yave kusvika papi nzvimbo yepakati yemakwikwi epasi roseMachipisi aya haangoshandiswi chete kudzidzisa mamodheru emitauro kana masisitimu ekuziva mifananidzo; zvakare zvinhu zvakakosha pakuenzanisa kwakaoma, kuongorora data rakakura, uye mashandisirwo emauto echizvarwa chinotevera.

Nekuganhurira nekugadzirisa kutengeswa kwayo kunze kwenyika, United States ine chinangwa cheku kunonotsa mamwe mapurojekiti akakosha ari mumaoko evakwikwidzi vavo Uye, panguva imwe chete, ramba uchitungamira mumakwikwi ehungwaru hwekugadzira. China, kune rumwe rutivi, iri kupindura nekukurumidzisa kugadzirwa kwemhinduro dzayo uye kuvaka imwe nzira yekugovera isina zvirango kana vetoes.

Machipisi eH200 akashandurwa kuita chimwe chinhu chinopfuura chigadzirwa chetekinoroji chemazuva anoNdiwo mupimo wekuenzanisa kwesimba pakati penyika huru uye chiyeuchidzo chekuti kutonga kwehupfumi nemauto mumakumi emakore anotevera kuchanyanya kutsanangurwa muchikamu chepamusoro chemakombiyuta neAI. KuEurope neSpain, dambudziko riri pakusaramba vari vaoni chete asi kuwana nzvimbo yavo mumakwikwi uko rezenisi rega rega, muripo wega wega, uye sarudzo yega yega yemutemo inogona kuchinja mafambiro echikamu ichi.