Things are in chaos inside the United States! The U.S. high-tech control policy is facing a dilemma! After the United States allowed NVIDIA to export H20 chips, U.S. Commerce Secretary Rutnique said that allowing NVIDIA to resume selling H20 chips to China is part of the agreement reached by China and the United States on rare earth issues. However, there has been fierce debate within the United States about whether or not to export chips to China.
One faction believes that chips should be exported to China. Sasha, an AI advisor at the White House, stated that allowing NVIDIA to restart H20 supply will help the United States more effectively compete overseas, weaken Huawei's efforts to expand its market share globally, and capture the Chinese market. Another faction believes that chips must not be exported to China. Krishna Murti, the top Democratic member of the U.S. House Committee on U.S.-China Strategic Competition, stated that this decision is handing our most advanced technology to foreign adversaries, which will accelerate the development of China's AI technology.
Evidently, there is a significant division within the United States regarding whether or not to export chips to China. But what is the fundamental issue? The fundamental issue is that regardless of what the United States does, it can only choose one option now. Either the United States doesn't sell, and then watch Chinese local enterprises seize the Chinese market, and after continuous iteration, compete globally with the United States. Although Huawei's artificial intelligence chips are still behind NVIDIA, this is not insurmountable.
Alternatively, the United States sells to us, but it is worried that China's artificial intelligence will rapidly develop using American chips, and fiercely compete with the United States in the AI field globally. Obviously, this is the dilemma the United States is currently facing. In short, the United States' technological lead is no longer significant. Whether the United States sells or not, China's chip technology will eventually break through. Selling early allows the United States to make some money, while delaying means the Chinese market will have nothing to do with American chip companies. Evidently, the competition between China and the United States in AI and chip fields has become extremely intense, and the U.S. strategy of hindrance is becoming less effective.
Original article: https://www.toutiao.com/article/1837766941486090/
Statement: This article represents the views of the author.