The dispute that Eeuu and China hold It is deeply conditioning the business of many Chinese companies, such as Huawei, SMIC or Hua Hong semiconductor, but is also affecting a very important way To some western companies. The Dutch ASML and the American Nvidia They are in all likelihood that are facing the greatest challenges as a result of the pulse maintained by the American and China administrations.
The Chinese market is essential for both, but the sanctions that have approved US governments and the Netherlands They prevent them from selling their customers led by Xi Jinping a good part of their product porpholio. Even so, both companies are doing what is in their hand to defend their economic and commercial interests, and dispense with the Chinese market is not one of its options. In fact, Nvidia has officialized His intention to put a specialized installation in the design of integrated circuits in Shanghai (China).
Some legislators consider that Nvidia’s plan is a threat to the US
The newspaper The Wall Street Journal It has been made with a letter in which the Republican senator by Indiana Jim Banks and the Democratic Senator for Massachusetts Elizabeth Warren are directed directly to Jensen Huang, the general director of Nvidia. In this text these legislators argue that the installation that Nvidia plans to open in Shanghai represents a direct threat to US national security due to the possibility that China acquires the ability to design avant -garde GPU for artificial intelligence (AI).
“No American company should be helping the Chinese Communist Party to close the gap in artificial intelligence,”
Nvidia has responded immediately. There is too much at stake to take this light attention call. A spokesman for this company has expressed that its purpose “It is simply to rent a new space that the company’s employees can use after the return to work after the Coronavirus pandemic. The scope of work will not change“However, Nvidia’s official justification does not seem convincing for Warren and Banks.
In fact, this last legislator has declared that “no American company should be helping the Chinese communist party to close the gap in artificial intelligence.” It is evident that this is an accusation of full -fledged Nvidia. A very serious accusation that complicates the future plans of the company led by Jensen Huang in China if we are in mind that the manifesto is backed at least by a senator of the Republican party and a senator of the Democratic Party.
In addition, this claim comes at a very important moment for Nvidia. The engineers of this company have just concluded The development of a GPU With Blackwell microarchitecture aimed at replacing to the H20 chip whose sale in China has been prohibited by the last sanctions package of the Department of Commerce. The Nvidia Plan is that TSMC starts the manufacture of this GPU expressly intended for the Chinese market in June, but at the current situation it would not be surprising at all that the Department of Commerce prevents its delivery to Chinese clients in Nvidia. We will see what happens finally, but the panorama does not paint anything well for the company led by Jensen Huang.
Image | Nvidia
More information | The Wall Street Journal
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