Chiitiko muChina cheAI accelerator bhizinesi chiri kutora zvakare: Nvidia yakaraira kumisa kugadzirwa kwayo H20 chip., modhi yakagadzirirwa kutevedzera zvirambidzo zveU.S. Iyo kambani iri kudzoreredza nzira yayo mudunhu uye yakatarisa kune yayo inotevera chigadzirwa mhuri.
Sarudzo inouya mushure kuwedzera kudzora kudzvinyirira uye kusava nechokwadi pamusoro pekurerwa yeH20 pakati pevatengi vakuru veChinese. Nvidia, zvisinei, inosimbirira kuti inobata cheni yayo yekugovera zvine simba kuti ienderane nemamiriro emusika uye inosimbisa kuti zvigadzirwa zvayo hazvibatanidzi akavanzika ekuwana nzvimbo.
Zvikonzero zvekumbomira uye maodha kune vatengesi
Zvinoenderana neakasiyana indasitiri masosi, Nvidia yakazivisa vadyidzani vakakosha, kusanganisira Samsung Electronics uye Amkor Technology, kumisa basa rine chekuita neH20. Panyaya yeAmkor, iyo inotarisira kurongedza kwepamberi, pane kana kutaura nezvazvo kuwedzera kwebasa-in-process inventory kumirira mirairo yekupedzisira.
Iyo kambani yakaramba kupa rumwe ruzivo, ichingosimbisa izvozvo "inogara ichigadzirisa cheni yayo yekugovera". Mukufanana, kuita kwekukurumidza kwakaonekwa mumisika: Nvidia migove yakadonha maoparesheni epashure pemaawa mushure mekunge maodha aziviswa, zvichiratidza kusava nechokwadi nezvezvinodiwa mune ramangwana reiyi accelerator.
Yambiro muChina uye gakava pamusoro pekuchengetedza
Mumavhiki apfuura, Zviremera zveChinese zvakakurudzira makambani makuru eko tekinoroji kudzivirira H20 kana kururamisa kutenga kwayo, ichitaura nezvekuchengetedzwa kwenyika. Padanho rehurumende, murayiridzo ungadai wakaomesesa, uku uchikurudzira kushandiswa kwe semiconductors inogadzirwa mudzimba.
Pakati pezvinonetsa zvakaburitswa paive nemukana we kure kuwana kana kudzima mabasa. Nvidia akaramba zvachose kuvepo kwechero backdoor, achirangarira kuti nzira yakadai yaizoisawo zvivakwa zvakakosha panjodzi kune dzimwe nyika. Kusiyana, kwakanyorwa kuti vamwe Kutumirwa kwakasanganisirwa michina yekutevera mupakeji, kunyange zvazvo iyi yaisazova muitiro wakapararira.
Roadmap Recalibration: Blackwell B30A
Nepo H20 ichidzika pasi, Nvidia inomhanyisa relay nayo Blackwell B30A, mutsauko wakagadziridzwa kumiganhu yekudzora yakavakirwa paB300 Blackwell Ultra. Musiyano wakakosha uri mu imwe-kufa encapsulation (vs. B300's twin-die), tweak iyo inocheka mashandiro angaita nepakati kuti ikwane zvirinani mirau yekutengesera kunze.
Iyi nzira inochengetedza zvinhu zvakakosha zveecosystem yemba: CUDA rutsigiro uye akakwenenzverwa maraibhurariKune zvikwata zveinjiniya muChina, kuchengetedza maturusi uye mafambiro ebasa kunoderedza mitengo yekufambisa uye inobvumira kukurumidza iteration kunyangwe kudzikiswa kwemagetsi kubva kuHopper.
Impact pamusika uye makwikwi emuno
Kubviswa kweH20 kunovhura gap iro Huawei nevamwe vatengesi veChinese Vanoedza kuifukidza nemazano avo. Mukuita, nzira mbiri dzinogona kugarisana: Nvidia's mature software stack seye de facto standard, uye imwe yenyika imwe neimwe ne. mutengo uri nani uye uchangamire hwetekinoroji munzvimbo iri kuramba ichinetsa.
Washington ichangobva kubvumira kutangwazve kwe kutengesa kwema-low-end accelerators kuenda kuChina pasi pemamiriro akasimba, kusanganisira gumi neshanu muzana komisheni yemari mune zvimwe zviitiko, nepo Beijing ichiwedzera kuongororwa kweH15O kutenga. Pamusika wemari, mamiriro matsva akawedzera kune mamwe emunharaunda semiconductor values, sezvo vatengi vanoongorora njodzi, mitengo uye kuwanikwa.
Chii chinochinja kune vatengi uye kupa
Kune vatengi vanga vaine H20, kumbomira kunogadzira kusava nechokwadi pamusoro pemarongwa uye deploymentsNvidia zvakare iri kutakura zvisizvo zvekutengesa uye yakamborekodha hombe yekubhadharisa mari ine chekuita nemachipisi akaendeswa kuChina, saka kurongeka kwekutanga kwave kukosha.
Management inoramba ichienderera mberi munhaurirano naWashington pane ramangwana rekupa kwayo kuChina uye anoyeuka kuti, sekuziva kwehurumende dzese, H20 haina kuitirwa. kushandiswa kwechiuto kana zvivakwa zvehurumendeIyo yekukurumidza kiyi ichave yekuve nechokwadi chekupihwa kwakagadzikana kwemhuri yeBlackwell inosangana nezviyero pasina kukanganisa software uye rutsigiro rwunodiwa nedata data.
Mune mamiriro akatarwa nekusawirirana kwegeopolitical uye miganhu yekutengesa kunze, Nvidia pivots kubva H20 kusvika B30A nechinangwa chekuchengetedza kuvepo mumusika wakakosha paunenge uchiedza kubvisa kusahadzika kwekutonga. Kune veChinese AI vanoshanda, sarudzo inovamanikidza kuti vadzokorore migwagwa yavo: enderera mberi nepuratifomu yeNvidia yesoftware yayo uye maturusi, sarudza hardware yemumba, kana kusanganisa nzira mbiri kuti ive nechokwadi chesimba rekombuta rinodiwa nechizvarwa chinotevera chemhando.
