- I-CAC iyala i-ByteDance, i-Alibaba, nabanye ukuthi bayeke ukuthenga nokuhlola i-RTX Pro 6000D.
- Isilinganiso sinweba imikhawulo yangaphambilini ku-H20 futhi sifuna ukunciphisa ukuncika ku-Nvidia.
- Abalawuli baphetha ngokuthi ama-chips endawo ayafana noma adlule ukusebenza okuvunyelwe kuka-Nvidia e-China.
- I-SAMR yethula icala lokungathembeki ngokuthengwa kwe-Mellanox njengoba izimakethe zisabela.
I-Cyberspace Administration yaseChina iyalele izinkampani ezinkulu zobuchwepheshe zezwe ukuthi ziyeke ukuthenga nokuhlola ama-Nvidia chips, ngokugxila kakhulu I-RTX Pro 6000D, inguqulo eyenzelwe imakethe yaseShayina. Umyalelo, okuhloswe ngawo izinkampani ezifana ByteDance futhi Alibaba, iqinisa isu leBeijing lokuthuthukisa elalo ukwakhiwa kwe-semiconductor kanye ne-supply chain futhi ukhawulele ukuchayeka kubaphakeli base-US.
Imithombo okuxoxwe ngayo nabezindaba zezomnotho iveze ukuthi izinkampani eziningi bezihlelele ukwenza kanjalo amashumi ezinkulungwane zamayunithi futhi bebevele besebenza nabadidiyeli ezinqubweni zokuqinisekisa. Ngemuva kwesimemezelo esisemthethweni, la maphrojekthi amisiwe, okudlula izincomo zangaphambilini I-H20 chip futhi lokho kuza ngemva kokuqhathanisa ukusebenza kwe- ezinye izindlela zikazwelonke.
Yini ngempela eyalele umlawuli waseShayina?
Ngokwe-CAC kuleli sonto, izinkampani zobuchwepheshe kufanele misa ngokushesha ukuhlolwa nama-oda we-RTX Pro 6000D nokumisa ukusebenzisana nabahlinzeki beseva bendawo abaxhunywe ku-Nvidia. Inkomba ithinta i-chip edalwe isikhangiso ye-China futhi ifanelana nemephu yomgwaqo esemthethweni ukuze kusheshiswe umsipha kazwelonke ukuhlakanipha okufakelwayo.
Izinkampani ebezivele zisesigabeni sokuhlola nabalingani be-Nvidia zicele abahlinzeki bazo ukuthi bamise inqubo yokuqinisekisa. Kwezinye izimo, base bewagodlile kakade amalungelo abo. amaqoqo amakhulu kakhulu, kodwa okubalulekile manje ukuhlola izinketho zasekhaya ngaphambi kwanoma yikuphi ukuthenga okwengeziwe.
Kusuka ku-H20 kuya ku-RTX Pro 6000D: Yimaphi ama-chips asendaweni ebonakalayo?
Kuze kube manje, imihlahlandlela igxile ku- H20, enye inguqulo eguqulelwe eChina. Abalawuli bafinyelele ezingeni lokuxwayisa ngokuthi noma yikuphi ukutholwa kufanele kuthethelelwe ngokufanelekile uma ingekho enye indlela efanayo yendawo, ephusha amafemu ukuthi ahlole abacubunguli ngokuningiliziwe. Abakhiqizi baseChina.
I-RTX Pro 6000D, okuhloswe ngayo ukulayisha umsebenzi ochwepheshe kanye ne-AI emakethe yaseShayina, ayikho phakathi kwama-chips we-Nvidia omhlaba wonke, kodwa iwuhlelo. ikhadi eliphezulu yakhelwe ngaphansi kwemikhawulo yokuthekelisa. Yethulwe esidlangalaleni ezweni kukhona i-CEO yayo, futhi inesidingo esingalingani njengoba izinkampani zilinganisa izinhlelo zazo. hardware.
Kungani manje: Ukuthuthukisa ama-semiconductors endawo
Emihlanganweni yakamuva, abalawuli babiza Huawei, cambricon vele imidondoshiya efana ne-Alibaba ne-Baidu ukuqhathanisa izici nezinhlobo ezingathengiswa yi-Nvidia e-China. Isiphetho sangaphakathi kwaba ukuthi chips kazwelonke vele ilingana noma ilinganayo yeqa ukusebenza kwalokhu okuhlukile, okususa esinye isisusa sokuqhubeka nokungenisa.
Ngokuhambisanayo, imboni yaseShayina ihlela ukukhiqizwa kathathu Amaphrosesa e-AI ezinyangeni ezizayo, ngenhloso yokuqinisekisa ukutholakala okwanele kwemakethe yendawo. Imithombo yemboni ichaza umlayezo njengokucacile: ukuncika kancane kwangaphandle kanye nokutshalwa kwezimali okuhlangene okwengeziwe i-ecosystem yasekhaya.
Ukusabela kanye nomthelela ezimakethe
Ngemuva kokumenyezelwa komyalelo, amasheya kaNvidia awe. ngaphezu kuka-2%, kuyilapho ezinye izitoko zaseShayina zivezwe ku-AI zithuthukile. Emakethe yendawo, ukuzuza kwabonakala emagameni afana Alibaba y Baidu, lapho abatshalizimali befunda isilinganiso njengokwesekwa kokukhiqizwa kwe-accelerator yasekhaya.
Isinqumo siza phakathi kwezingxoxo zokuhwebelana phakathi I-United States neChina futhi udale ukusabela kwezepolitiki eWashington. Amazwi kuCongress enze lukhuni ithoni yawo ebheke eBeijing, esimweni sezingxoxo eMadrid ukunciphisa ukungezwani kwentela futhi icacise ububanzi bemikhawulo yezobuchwepheshe.
Ingaphambili lokulawula: uphenyo lwe-antitrust ku-Nvidia
Ngaphezu kwe-veto ku-6000D, i-State Administration for Market Regulation (I-SAMR) ukhiphe ukutholwa kokuqala ngokumelene no-Nvidia ngezinsolo zokwephulwa kwe-antitrust okuhlobene nokuthengwa kwayo I-Mellanox Technologies ngo-2020. Le nhlangano inqume ukuqhubeka nokuphenya ngaphandle kokumemezela unswinyo olungase lube khona.
Leli fayela lengeza ingcindezi ekusebenzeni kwe-Nvidia ezweni futhi liyingxenye ye-pulse ebanzi yezobuchwepheshe, nezilawuli zokuthumela ngaphandle zase-US eziphoqelele inkampani ukuthi idizayine. izinguqulo ezinqanyuliwe ama-chips ayo eChina. Ukucutshungulwa kokulawula kanye nezinguquko kunqubomgomo yezohwebo, de facto, kubeka isimo emakethe Ama-accelerator e-AI kuzo zombili izinkomba.
Yini elandelayo ezinkampanini ze-Nvidia ne-Chinese tech?
Kumabhizinisi endawo, isinyathelo esiphusile ukusheshisa ukuthuthela ku izixazululo zasekhaya futhi ugcine ukuthenga kwangaphandle ngamacala anesizathu. Lokhu kungase kuhlele kabusha izinkontileka nabahlanganisi, amashejuli okuthunyelwa, namasu okuqeqesha nawokukhomba kumafu nezikhungo zedatha. on-premise.
KwaNvidia, iChina ihlala iyimakethe efanele, kepha amabhuleki ayaqhubeka I-RTX Pro 6000D yenza kube nzima umgwaqo wokuthengisa ngemikhiqizo eqondene nezwe elithile. Noma kunjalo, isidingo somhlaba wonke sekhompiyutha ye-AI sihlala siqinile, kuyilapho kuvulwa iwindi eChina ukuhlola ukuvuthwa kwekhompyutha yayo. chips zomdabu kanye nekhono layo loku ukukhiqizwa kwesikali.
Ukuhlangana kwe-oda le-CAC, inqubekelaphambili yamaphrojekthi endawo ka abafundisayo futhi i-antitrust front ipenda isithombe lapho iBeijing isheshisa ukuzimela kwayo kwezobuchwepheshe futhi inciphisa unyawo lukaNvidia eChina, konke ngokumelene nesizinda sobudlelwane bezohwebo okuthi, phakathi nokuguquguquka, kufune entsha. ibhalansi.
