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The competition intensified this week on three fronts this week to create and overcome the spread of China’s AI hardware. Navidia received a green light for its Prades Downt H20 Excelor for re -shipping, Huawei introduced 384 – Chop Country 910C cluster, claiming that it could stand with the Blackwell System, and the Cadian accepted the export of a $ 140 million penalty on the Chinese military -linked Institute. These approval, Chinese domestic progress, and severe implementation highlight how Beijing and Washington continue to make the same market in the opposite direction, China has scored its solution and the United States improves export rules that decide which chips can leave their coast.
NVIDIA wins the approval of Chinese cloud builders to resume H20 sales
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Last week, NVIDIA ordered 300,000 H20 AI chips with contract manufacturer TSMC – which was included in the current reservoir of 600,000 to 700,000 units, as the extraordinary strong demand of Chinese consumers indicated a change in the strategy ahead of relying on previous inventory. The move allows for a restructuring of H20 GPU -related H20 GPU related to China, after the Trump administration’s reversal of April’s export ban. According to sources familiar with the negotiations, this clearance came after a rare – Earth Mineral trade negotiations, and further criticized the lawmakers.
Originally designed to comply with US export controls, offers less computing power than flagship variations such as H20 H100 or Black Wheel chips, yet the most powerful AI accelerator NVIDIA is legally allowed to ship to China. Chinese tech companies such as tensiles, Betdans and Alibaba set large orders for H20 before the ban and the department awaits the licensing approval from the trade department.
Despite the assurance that the licenses are coming, US officials have not yet officially confirmed the approval. NVIDIA CEO Jensen Huang has emphasized that the H20 production market in the future depends on the demand for the market, indicating that the cancellation of capacity during export breaks may take nine months to resume construction of the wafer.
House China – Chair Rap of Relations Committee. John Molinar has publicly criticized the resume of the H20 shipment, and warning that chips for China can spoil the leadership of US technology. Generally, on the contrary, the Trump administration turned the export pause as a privilege to support US access to Chinese rare land exports-a strategic trade is considered necessary.
Huawei climb – power spanoid shows pressure for China’s domestic AI despite the high costs
Huawei unveiled his Cloud Matrix 384 AI cluster at the World Artificial Intelligence Conference in Shanghai last week, which placed it as a domestic alternative to NVIDIA’s Blackwell – based on Blackwell – GB200 NVL72 Rack. Using the proprietary mesh UB mesh fabric, the system climbs 384, 910C NPUS, which is five times the count of NVL72. On the paper, this scale obtains about 40 40 % more FP16 thropped than NVL72 (250-300 PFLOPS vs. 180 PFLops), although each mount chip offers performances only – only one -third per B200 GPU – Chip Performance.
Huawei Cloud Matrix 384 Spring. (Source: Huawei)
This system may be more accessible to China than NVIDIA products, but it will come with significant costs. Huawei high -speed data Movement La Each compensates for a large number of climbing processors and additional high -bandwidth memory located near each chip. This design transmits electric consumption to about 600 600 kW, which is about four times higher than the NVL72 draw, and increases the cost of every 16 – rack sprinkle to about $ 8.2 million, which is more than double the NVIDIA list.
The biggest barrier is the software. Huawei’s Mental Suppor/Powerch – Sync stack now supports ONNX and other famous LLM framework, but it still lacks a strong ecosystem of Kada, which is now almost a decade to make, which many developers prefer to write and tuning AI code.
Huawei is trying to stop this benefit and make its platform more attractive on two fronts. First of all, it is investing in “high -level abstract”, which means programming tools that hide the details of the incentive hardware, so the model written in Piturich can climb the chips without major writing. Second, it is displaying “China – first working load” such as Deep Sak – R1 LLM, which is developed from Chinese data and ground -ups for users and already performs well on climbing hardware.
Nevertheless, many companies have years of scripts and reforms written for NVIDIA GPUS, and still requires time, money and skilled engineers to move this code into new architecture. Despite the recent developments towards the software, these migrants are slowing down the Huawei system widespread adoption.
The lower thing: NVIDIA’s Go – H20 can satisfy cloud makers ahead of resuming shipments, which easily require “good One” AI AIXEMLERS, but Huawei’s Cloud Matrix targets various pieces of the market. It can be popular for large, state back -back AI data centers all over China, which are more likely to trade energy and floor space for high performance and reliable domestic supply chain.
US regulators tightened the garden because Cadenins have proved a crime on China’s sale
Although Chinese companies move forward with their AI hardware, an American chip -design software firm is discovering how expensive it can be to break export rules.
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The Cadian design system has agreed to pay more than $ 140 million in joint criminal and urban penalties for sale of electronic -design -automation – automation (EDA) software and hardware through front companies between front companies to sell – automation (EDA) software and hardware. The application includes a three -year probation period, and a strict contract contract.
Nedit has been on the list of US Commerce Department’s entity since February 2015, which has been a roster of organizations under tough export licensing since February 2015, as its supercomputers are thought to support nuclear explosive simulation and military fake activities. Investigators say that Caden’s subsidiaries completed at least 56 illegal exports and later transferred tools to Fightium Technology, a chipmaker associated with the same university.
This matter comes when Washington balances election holes, such as NVIDIA -trimming H20 to return to China, with high profile implementation measures to prevent future violations. Million does not show much trouble for the 140 million penalty cidise, as its shares have increased by 7.8 %, which suggests that investors have financially.
Washington’s mixed signals make AI race complicated
On the export policy, and first of all, it has become clear that Washington is trying to get both ways – when politically necessary, implement the rules, but when the benefit of trade or the domestic industry pressure is far more than strategic concerns, make them easier. Re -opening the door for NVIDIA’s H20 batch can help secure the rare supply of land and protect short -term revenue, but it also feeds China’s AI infrastructure at a time when US officials are warning about many of the capabilities that are supporting these chips. Meanwhile, fines like One Cadreans have accepted that the implementation is real, but perhaps uneven.
For American tech companies, the message is easy: As long as you (shifting) live within the limits, make money. But the big question of US policy makers is not answered-because the short-term trade win is valuable for the long-term technical dominance in one of the most important sectors of this period.
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