US Government Wants “Immediate Implementation” of The NVIDIA AI GPU Restrictions On China
With the announcement of "harsher" export restrictions on NVIDIA's AI-based GPUs in China, the US Government has opted for immediate implementation, portraying the importance of the new trade policy.
It was reported a few days ago that the Biden administration is "influenced" by the huge AI developments in China, and wants to thwart it through a new wave of curbs. According to U.S. Commerce Secretary Gina Raimondo, the sanctions are in place to hinder the "military" growth of China through artificial intelligence applications, and the actions taken in no way are directed towards the "Chinese economy". However, the US doesn't look to wait here, since it has directed NVIDIA to stop AI GPU exports immediately, which is surprising considering companies are given a "periodic cushion" to satisfy ongoing orders.
On October 23, 2023, the United States Government informed Nvidia […] that the licensing requirements of the interim final rule [concerning AI and HPC processors] dated October 18, 2023, applicable to products having a 'total processing performance' of 4800 or more and designed or marketed for datacenters, is effective immediately, impacting shipments of the Company's A100, A800, H100, H800, and L40S products.
-NVIDIA SEC Filing
While the change in trade policy does hold disappointment for the involved parties, one thing to notice is that NVIDIA hasn't mentioned the GeForce RTX 4090 in the SEC filing.
There have been debates in the industry regarding the potential inclusion of NVIDIA's flagship Ada GPUs, but my take here is that the GeForce RTX 4090 might get an exemption, given that the documents disclosed by the US Government reveal that products not designed for data center applications aren't included in the new ECCN
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