UTrump uvulela iNvidia ithuba lokuthengisa iitships ze-H200 eTshayina ngerhafu ye-25%

Isigqibo sikaMongameli waseMelika uDonald Trump sokuba Ukuthunyelwa kwamanye amazwe kweetships zeNvidia H200 eTshayina kuvuliwe ngokupheleleyo Itshintshe ngequbuliso imeko-bume yobuchwepheshe bobuchwephesha bokwenziwa. I-White House ikhethe indawo ephakathi: vumela ukuthengisa, kodwa ngokutshintshiselana nerhafu ephezulu, un isihluzo esibanzi sokhuseleko kunye nesakhelo solawulo nto leyo eyenza kucace ukuba eyona nto iphambili iseyinzuzo yeqhinga le-United States.

Le ntshukumo, edluliselwe ngqo kuXi Jinping kwaye isasazwa ngeTruth Social, idibanisa izilangazelelo zoqoqosho, ukhuphiswano lwezopolitiko, kunye nokubalwa konyuloINvidia, i-AMD, kunye ne-Intel ziya kuphinda zifikelele kwenye yeemarike zazo ezinkulu, kodwa phantsi kweliso elibukhali kunye Kusafuneka kubonwe ukuba iBeijing iza kuvumela iinkampani zayo ukuba zithenge ezi prosesa. emva kokukhuthaza umgaqo-nkqubo wokutshintshwa kwezobuchwepheshe kubaboneleli belizwe.

Imvume enemiqathango: Ukuhlolwa kwerhafu kunye nokhuseleko lwe-25%

UTrump ubhengeze ukuba INvidia iza kukwazi ukuthengisa itshiphu yayo ye-H200 kubathengi abavunyiweyo baseTshayina nakwamanye amazweukuba nje baphumelela uvavanyo olungqongqo lokhuseleko lwesizwe. Le ntengiselwano ayizukuba yindlela elula yorhwebo: umthengi ngamnye kufuneka ahlolwe ziigunya zase-US, eziza kujonga ukusetyenziswa okunokwenzeka kwezomkhosi, kweqhinga, okanye okunobukrelekrele kwezi projekthi zisebenza kakuhle.

Kwisibhengezo sakhe, umongameli uchaze ukuba I-United States iza kugcina i-25% yengeniso efunyenwe zezi ntengisoOku kungaphezulu kakhulu kwe-15% eyayivunyelwene ngayo neNvidia ngaphambili neWashington yokuthumela ngaphandle imodeli ye-H20O. I-White House icinga ngokwandisa le nkqubo "yelayisenisi kunye nekhomishini" kwabanye abavelisi abafana ne I-AMD kunye ne-Intelukuze naluphi na ukufikelela kwiitships ze-AI eziphambili yiTshayina ngokuqinisekileyo kuya kufuneka kudlule kwisihluzo solawulo sase-US.

Abantu abathetha izinto ezifana Karoline LeavittUnobhala weendaba weWhite House ugxininise ukuba iilayisenisi azizukuzenzekela kwaye ziinkampani ezifikelela kumgangatho othile kuphela eziza kuba nakho ukufikelela kuzo. inkqubo yovavanyo olubanziInjongo ekhankanyiweyo kukunciphisa nawuphi na umngcipheko wokuphambukiselwa kwiinkqubo zomkhosi, ukhuseleko lwe-intanethi oluhlaselayo, okanye iinkqubo zokubeka esweni ngobuninzi ngokuchaseneyo nomdla weWashington.

Ukukhululeka okuncinci kwi-veto: indima yetshiphu ye-H200

Intliziyo yesilinganiselo igxile I-H200, enye yeetships ze-AI ezinamandla kakhulu kusapho lakwaHopper lweNvidiaLe processor, eyenzelwe amaziko edatha kunye noqeqesho lweemodeli zobukrelekrele bokwenziwa ezinkulu, yayiphantsi kwemiqathango enzima yokuthumela ngaphandle phantsi kolawulo lukaBiden nakwizigaba zokuqala zeli xesha langoku.

Ukuze yoyise imida yangaphambili, iNvidia yade yaya kuyilo lweenguqulelo ezincitshisiweyo ezifana ne I-H800 kunye ne-H20ihlengahlengiswe kwimida ebekwe yiWashington. Nangona kunjalo, iTshayina yaphendula ngokungabi namdla: abasemagunyeni bacebisa ukuba iinkampani zayo Abayi kuzisebenzisa ezi mveliso zonakeleyoOlu luvo lutolikwe ngabahlalutyi abaninzi njengeqhinga lokucinezela ukufikelela kwizixhobo ezinamandla ngakumbi njenge-H200 ngokwayo.

Imvume entsha imele utshintsho lwendlela: IWashington iza kuvumela ukuthengiswa kwe-H200, kodwa igcina intsapho yakwaBlackwell kunye neyakwaRubin ingangeni ngokupheleleyo kwisivumelwano.Isizukulwana esilandelayo seetships zeNvidia senzelwe usetyenziso lwe-AI olunzima ngakumbi. UTrump ukugxininisile ngokucacileyo oku, ecacisa ukuba ezi prosesa zesizukulwana esilandelayo ziya kuhlala zigcinelwe i-United States kunye namaqabane ayo, kwaye aziyi kuba yinxalenye yokuthunyelwa eTshayina.

INvidia, phakathi kweshishini kunye nezopolitiko

KwiNvidia, esi sigqibo sivula ithuba lokufumana enye yamathuba ayo iimarike eziphambili zeetships ezisebenza kakuhleI-China ibangela inxalenye enkulu kakhulu yemfuno yehlabathi yeeprosesa zamaziko edatha kunye neeprojekthi zobukrelekrele bokwenziwa, ngoko ke ukufumana inxalenye yaloo mfuhlumfuhlu kunokuguqula ibe ziibhiliyoni zeedola ezongezelelweyo ngekota.

Igosa eliyintloko lezemali lenkampani, UColette KressUde waqikelela ukuba ukuthengiswa kweetships kwimarike yaseTshayina kunokwenza yongeza phakathi kwe-$2.000 yeebhiliyoni kunye ne-$5.000 yeebhiliyoni kwingeniso yekota ukuba imiqathango ibingasuswa. Abanye abahlalutyi, abafana noGene Munster, baqikelela ukuba ukuvulwa kwakhona okungaphelelanga nge-H200 kunokunyusa ukukhula kwengeniso yonyaka yeNvidia ukuya kwi-65% unyaka nonyaka, xa kuthelekiswa noqikelelo lwe-51% ngaphambi kotshintsho lomthetho.

I-CEO yenkampani, UJensen HuangUbe ngomnye wamazwi asebenzayo eWashington acela ukuba kuncitshiswe i-veto. Ngokutsho kwemithombo esondeleyo kuye, ecatshulwe kwiphephandaba laseMelika, UHuang ulumkise urhulumente ngomngcipheko wokuyeka imakethi exabisa amashumi eebhiliyoni zeerandi kubakhuphiswano baseTshayina abasakhulayo ukuba bekungagcinwa ukuvalwa ngokupheleleyo. Uxinzelelo lwabo beluya kuba ngundoqo ekuqulunqweni kwesisombululo esiphakathi: ukuthengisa ezinye, kodwa phantsi kweemeko ezilawulwa kakhulu.

Impendulo ekhawulezileyo kwimarike yesitokhwe kunye nefuthe elibi kwicandelo

Isibhengezo sikaTrump sibe nefuthe elikhawulezileyo kwiimarike zemali. Izabelo zeNvidia zinyuke malunga ne-1,7% kurhwebo lwangaphambi kokuba kuthengiswe. ukusuka kwimarike yaseMelika kwaye yavala iseshini yangaphambili ngenzuzo emalunga ne-1,73%. Ukuza kuthi ga ngoku kulo nyaka, isitokhwe siqokelele ukunyuka okumalunga ne-28%-40% kuxhomekeke kwisalathiso sokulinganisa esisetyenzisiweyo, ngaphezulu kakhulu kokusebenza okuqhelekileyo kwe-S&P 500.

Le ntshukumo ikwatsalele phantsi lonke icandelo le-semiconductor. I-AMD ifumene malunga ne-1,1% -1,5% kurhwebo lwasekuqaleningexesha I-Intel iqhubele phambili malunga ne-0,5% kunye ne-0,8%., kusalindelwe iinkcukacha ezithe vetshe malunga nokuba baza kufumana na iilayisenisi ezifanayo zokuthumela ngaphandle iitships zabo zobukrelekrele bokwenziwa phantsi kweemeko ezifanayo.

Abahlalutyi abavela kwiinkampani ezifana neMorningstar bakholelwa ukuba, nangona imithetho itshintsha-tshintsha kwiminyaka yakutshanje, Lo mgaqo-nkqubo mtsha uvula ubuncinane indlela enye ecacileyo eya kwingeniso ebalulekileyo ye-AI evela eTshayinaNangona kunjalo, balumkisa ukuba ukuqhubeka kwale nkqubo akuqinisekisiwe: IWashington iye yaqhubeka isenza imiqathango kwaye ingayiqinisa kwakhona ukuba imeko yezopolitiko okanye yokhuseleko iyatshintsha.

I-China, phakathi kothethathethwano kunye nokuzimela kwezobuchwepheshe

Kwelinye icala lePasifiki, impendulo yaseTshayina ibibonakala ngathi ayibalulekanga kangako. UMphathiswa Wezorhwebo waseBeijing ubize esi sigqibo "inyathelo elihle kodwa elaneleyo"ukugxininisa ukuba ii-vetoes kunye nolawulo lwe-US zihlala zikhona ukhuphiswano oluphazamisayoImvume ye-H200 ikwavela emva kokuba ilizwe lase-Asia linyuse inkxaso-mali entsha kwishishini lalo le-semiconductor ngenjongo yokuba Ukwandisa amandla eetships eziphezulu ngokuphindwe kabini kwilizwe lonke ngo-2026.

Abalawuli baseTshayina ngoku bacinga ngokuvumela ukufikelela ilinganiselwe kwaye ilawulwa kakhulu Ngokuphathelele uthotho lwe-H200, ngokutsho kwemithombo ekhankanyiweyo ngamajelo eendaba aphesheya, iinkampani zaseTshayina ezifuna ukufumana ezi prosesa kuya kufuneka zenze inkqubo yazo yokuvunywa kwaye zichaze isizathu sokuba abavelisi basekuhlaleni bengakwazi ukuhlangabezana neemfuno zabo ngeetships eziveliswe apha ekhaya. Ngamanye amazwi, iBeijing ikwaceba ukumisela imithetho kunye nokunciphisa ukuvezwa kwayo kwizigqibo ezizimeleyo ezenziwa yiWashington.

Kwangaxeshanye, imiqathango yase-US iye yakhawulezisa icebo Ukuzimela kwezobuchwepheshe baseTshayinaIlizwe liqinise utyalo-mali kuphando, amandla okuvelisa, kunye nobudlelwane nabathengisi abangalawulwayo kwinqanaba elifanayo. Kwixesha eliphakathi, eli nyathelo linokubangela imeko yokuba imephu yetekhnoloji eqhekekileyo ngakumbingemigangatho kunye neekhonkco zobonelelo ezihamba ngaxeshanye phakathi kweebloko ezikhuphisanayo.

Ingxabano yezopolitiko eWashington malunga nokuthengiswa kweTshayina

Imvume yokuthengisa iNvidia ayizange yamkelwe ngazwi linye eCapitol Hill. Abenzi bomthetho baseMelika bahlukene kakhulu malunga nokuba ingaba kukuvumelana okunobungozi okanye linyathelo elikrelekrele lokuqinisa ubunkokeli belizwe kwi-AI kunye nee-semiconductors.

Amanye amalungu eCongress alumkisa ngengozi yokubeka Enye yezona zinto zibalulekileyo kwezobuchwepheshe eMelika isezandleni zomkhuphisani wayo ophambili.Ummeli uAndrew Garbarino, usihlalo weKomiti yoKhuseleko lwaseKhaya yeNdlu, uvakalise inkxalabo yokuba ezi chips zinokugcina ziqinisa amandla kwiindawo ezifana ne-quantum computing okanye i-cyber espionage, iindawo apho ukuqhubela phambili kweTshayina kunokuba nemiphumo ethe ngqo kukhuseleko lwaseNtshona.

Abanye, abafana neLungu lePalamente uBrian Mast, usihlalo weKomiti yeMicimbi yezeNgaphandle yeNdlu, bathi lo mgaqo uyahambelana ne-a icebo elibanzi "lobuchule" bobuchule bokwenziwa kunye nekhompyutha ephucukileyoNjengoko echazile, ulawulo luzama ukuphepha inkqubo apho ulawulo lokuthumela ngaphandle luthintela ukukhuphisana kweshishini laseMelika nxamnye nabakhuphisana nabo abasebenza ngaphandle kwemiqobo.

USenator uJohn Fetterman, kwelakhe icala, uvakalise ukungaqiniseki malunga nemfuneko yezi ntengiso, ekhumbula ukuba INvidia ngoku yeyona nkampani ixabisekileyo kwihlabathi ngokwemali yemarikeNgokwembono yabo, akucaci ukuba inkampani enkulu yeetships kufuneka inyuse ngakumbi ingeniso yayo ngexabiso lokwandisa ukuxhomekeka phakathi kwayo neTshayina kwindawo enobuzaza kangaka.

Ukhuseleko lwesizwe xa kuthelekiswa nokhuphiswano lwetekhnoloji

Ngaphaya kwengxinano yezopolitiko, iNdlu eNkulu igxininisa ukuba eyona nto iphambili iseza gcina ulawulo lwetekhnoloji yeqhingaUkunciphisa ukuthunyelwa kweetships eziphambili kakhulu—ezifana neBlackwell okanye iRubin—kunye nokufaka iitships zeH200 kwilayisenisi yetyala ngalinye yinxalenye yomgaqo-nkqubo wokulawula ubuchwepheshe ojolise ekuthinteleni iTshayina ekuvaleni umsantsa ngokuthenga nje izixhobo zaseMelika.

Le ngqiqo ibeka iinkampani ezifana neNvidia kwimeko ebuthathaka: inkampani kufuneka ukuthobela ngokucokisekileyo imigaqo yokhuseleko lwesizwe Ukuba ifuna ukugcina iilayisenisi zayo, isebenza njengolwandiso lobuchwephesha lwenkqubo yokulawula ukuthumela impahla kwamanye amazwe yaseWashington. Intengiselwano nganye engalawulwanga kakuhle inokubangela izohlwayo, uphando, okanye ukurhoxiswa kweemvume.

Kushishino luphela—kuquka ababoneleli ngamafu, abahlanganisi beenkqubo, kunye neenkampani ze-AI eYurophu—le meko ithetha ukuhamba ulwandle lwemida yetekhnoloji nezopolitiko ezidibanayoAkusekho nje malunga nokuvavanya ixabiso kunye nokusebenza: indawo ezikuyo iziko ledatha, ulawulo olufanelekileyo, kunye nomngcipheko wezopolitiko zezona zinto zinzima kakhulu xa kuyilwa iiprojekthi zobukrelekrele bokwenziwa behlabathi.

Impembelelo kunye nokufunda okuvela eYurophu naseSpain

Ngokwembono yaseYurophu, ingakumbi kumazwe e-EU afana neSpain, olu tshintsho lweWashington luneziphumo ezininzi ezifanelekileyo. Iqinisa ukuxhomekeka kweYurophu kwizigqibo zobuchwepheshe zaseMelika.Oku kungenxa yokuba uninzi lwamandla ekhompyutha aphucukileyo asetyenziswa ziinkampani, iiyunivesithi kunye namaziko ophando kulo lonke ilizwekazi aqhubeka nokuxhomekeka kwiitships zeNvidia kunye neenkonzo zelifu ezisekelwe kwizixhobo zaseMntla Melika.

Amaqabane aseYurophu e-United States, kuquka oorhulumente abaqhuba iiprojekthi ezinkulu ze-AI kunye ne-supercomputing, bayakhuthazwa ukuba lungelelanisa umgaqo-nkqubo wayo wokuthumela ngaphandle kunye nokusetyenziswa kweetships eziphambili ngesakhelo saseMelika ukuba bafuna ukugcina ukufikelela okukhethekileyo kwezi teknoloji. Oku Oku kunokuthetha ukuyeka inxalenye yeshishini neTshayina okanye ezinye iindawo ezithathwa njengezinobuzaza., ukuze kuncitshiswe amaqhina okhuseleko anqumla iAtlantiki.

KwiSpain, enqwenela ukuzibeka njengesikhungo sedatha, amaziko e-supercomputer kunye nophuhliso lwe-AI kumazantsi eYurophuLe meko iveza umxube wemingeni kunye namathuba. Kwelinye icala, ukungaqiniseki kwemithetho kwenza kube nzima izicwangciso zexesha elide zeenkampani kunye noorhulumente xa kufikwa ekutyala imali kwiziseko zophuhliso zekhompyutha ezisekelwe kubuchwepheshe baseMelika. Kwelinye icala, umnqweno weWashington wokuqinisekisa ukuba ubunkokeli baseNtshona kwizixhobo ze-semiconductor kunye ne-AI hardware bunokuguqula Imibutho emitsha yezoshishino, utyalo-mali kunye neeprojekthi zaseYurophu zokwenza kunye noyilo lweetships zesizukulwana esilandelayo.

I-H200 njengophawu lokhuphiswano olutsha lwetekhnoloji

Idabi lokulawula i-H200 libonisa indlela ubuchwepheshe obuye baba yi-" ibala lokudlala eliphambili lokhuphiswano lwehlabathiEzi chips azisetyenziselwa nje ukuqeqesha iimodeli zolwimi okanye iinkqubo zokuqaphela imifanekiso; zikwayinxalenye ebalulekileyo yokulinganisa okuntsonkothileyo, uhlalutyo lwedatha olukhulu, kunye nezicelo zomkhosi zesizukulwana esilandelayo.

Ngokunciphisa nokulawula ukuthunyelwa kwayo kwamanye amazwe, i-United States iceba ukucothisa iiprojekthi ezithile ezibalulekileyo ezandleni zabachasi babo Kwaye, kwangaxeshanye, hlala ukhokela kumdyarho wobukrelekrele bokwenziwa obuphambili. I-China, yona, isabela ngokukhawulezisa uphuhliso lwezisombululo zayo kunye nokwakha enye indlela yokubonelela engakhange ichaphazeleke kakhulu kwizohlwayo okanye kwii-vetoes.

Iitships ze-H200 ziguqulwe zaba into engaphezulu kwemveliso yetekhnoloji yanamhlanjeZiyibharometha yokulinganisela amandla phakathi kwamandla amakhulu kwaye zisisikhumbuzo sokuba ulawulo lwezoqoqosho nolwemikhosi kwiminyaka ezayo luya kugqitywa kakhulu kwicandelo leekhompyutha eziphambili kunye neziseko ze-AI. KwiYurophu naseSpain, umngeni ulele ekubeni kungabi ngababukeli nje kuphela kodwa ekufumaneni indawo yabo kumdyarho apho yonke ilayisenisi, yonke irhafu, kunye nayo yonke isigqibo somthetho sinokutshintsha indlela yecandelo.