The United States is completely losing its composure! With our delayed approval of purchasing NVIDIA's H200 chips, the U.S. itself has relented, and officially made a decision to approve NVIDIA's export to China. On January 14th, according to foreign media reports, the Trump administration of the United States formally approved the export of NVIDIA's second most powerful artificial intelligence (AI) chip, the H200, to China. However, after we made this decision, we also introduced a new regulation.
What is this new regulation? First, the NVIDIA H200 chip must be reviewed by a third-party testing laboratory before being shipped to China to confirm its AI capabilities. Second, the number of H200 chips obtained by Chinese customers cannot exceed 50% of the total quantity purchased by American customers. Obviously, after NVIDIA urgently clarified that no prepayment was required for purchasing NVIDIA chips, the United States has completely opened the door for exporting NVIDIA chips.
It is clear that the U.S. side is very urgent, eager to seize China's huge chip market, but in practical operations, it still has a hand on us. How do we view this approach from the U.S.? Let's be honest, we don't need to rush to buy now. It is clear that the current situation between China and the U.S. is a delicate game. The U.S. policy is unstable; today the U.S. opens the door, and tomorrow it may close it again. This kind of policy risk we have to consider.
Moreover, our domestic chips are also developing vigorously. We must not let U.S. chips impact the development of our local chip industry, nor can we rely on U.S. chips for the development of our AI industry. The U.S. wants the market but also guards against us, which makes it an untrustworthy partner. Not to mention whether U.S. chips are safe or not, in one word, it is the U.S. that is suppressing us, forcing us to make more cautious decisions.
Original: toutiao.com/article/1854252983677962/
Statement: This article represents the personal views of the author.