Nvidia

2022 - 9 - 2

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Tesla Stock Takes Hit From Nvidia's Warning About Business With ... (Barron's)

Nvidia NVDA –2.42% 's new chip problem can impact shares of some chip customers, such as Tesla TSLA –0.75% . Chip giant Nvidia (ticker: NVDA) on Wednesday ...

That will impact sales to Russia and China unless Nvidia gets a license to sell fast. ](https://www.barrons.com/market-data/stocks/tsla) ](https://www.barrons.com/market-data/stocks/nvda)

Nvidia says U.S. government allows A.I. chip development in China (CNBC)

Nvidia said Thursday that the U.S. government told it that it can continue to develop its H100 artificial intelligence chip in China.

"While there are potential near and intermediate term risks from the export ban, Nvidia is working closely with the [U.S. Nvidia said Thursday that it can continue to ship AI chips from its Hong Kong facility through September 2023. The A100 is an older model that has been shipping for three years. [Nvidia said in an SEC filing Wednesday](https://www.cnbc.com/2022/08/31/nvidia-stock-falls-after-us-government-restricts-chip-sales-to-china.html) that the U.S. "The U.S. [Nvidia](//www.cnbc.com/quotes/NVDA) on Thursday said the U.S.

Chip wreck: Nvidia sinks sector after U.S. restricts China sales (Reuters)

U.S. chip stocks tumbled on Thursday, with the main semiconductor index down more than 3% after Nvidia and Advanced Micro Devices said U.S. officials told ...

China condemns move threatening access to advanced Nvidia chips (Financial Times)

Nvidia said the crackdown was aimed at preventing military use of the processors. However, powerful AI chips are an important dual-use technology that also ...

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NVIDIA and AMD caught between the US and China in new export row (Verdict)

The US government has placed new restrictions on NVIDIA and AMD exporting artificial intelligence chips to China. Beijing isn't happy.

The filing showed that the US government informed NVIDIA that the licence would effect US-China tech exports of its A100 and the forthcoming H100 integrated circuits. A NVIDIA spokesperson told Verdict: “We are working with our customers in China to satisfy their planned or future purchases with alternative products and may seek licenses where replacements aren’t sufficient. The licence requirement also covers the exports of DGX and other systems which include the A100 or H100 circuits, and the A100X.

Nvidia now needs special license to export AI chips to China (TechTarget)

The requirement applies to the vendor's A100 and H100 chips. It will also affect competitor AMD's M123O chips. The U.S. move will keep China from accessing ...

The U.S. The new requirements comes as tensions escalate between the U.S. However, now the U.S. is afraid of China using the chips for nefarious reasons, Wang said. This allows Nvidia to perform the exports needed to support U.S. This keeps China from continuing to repurpose GPUs for applications that counter U.S. government requirement will hamper the In the past, China was using the GPUs for video games and crypto mining. The requirement applies to the vendor's A100 and H100 chips. However, in an updated filing on Thursday, Nvidia revealed that the U.S. It will also affect competitor AMD's M123O chips. 31, the chipmaker revealed in an SEC regulatory filing that the U.S.

Nvidia and AMD Fall After U.S. Bans Exports to China. Time to Buy ... (Motley Fool)

The semiconductor leaders could face headwinds as the U.S. aims to stymie competition from its geopolitical rival. Nvidia (NVDA -7.66%) and Advanced Micro ...

Recent sell-offs could be worthwhile opportunities to initiate or add to positions in the stocks. The ban on each company's current generations of high-end AI chips potentially sets the stage for export blocks on other upcoming products, as the U.S. [Nvidia](https://www.fool.com/investing/2022/08/31/22-billion-reasons-to-buy-nvidia-stock/) both have products and growth opportunities in categories beyond AI. The U.S. Comments from AMD suggest that the company doesn't expect the ban to materially affect its performance. AI is a key competitive battleground for countries and companies, and access to

Tech Stocks fall as U.S. orders Nvidia, AMD to restrict the sales of AI ... (Electric Vehicles)

Written by Cláudio Afonso | [email protected] | LinkedIn | Twitter The U.S. chips companies Nvidia and AMD closed lower on Thursday following the ...

“Xpilot 4.0 is built on two NVIDIA DRIVE Orin systems-on-a-chip (SoC), achieving 508 trillion operations per second (TOPS). On January 9, 2021, NIO announced that started building new Adam supercomputer based on NVIDIA DRIVE Orin to power automated driving and AI features. The vehicles have been developed in collaboration with tier 1 supplier Desay SV featuring “advanced autonomous driving features, as well as extended battery range for truly intelligent mobility”. Government “has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits”. On Thursday, Li Auto shares closed 3.02% lower at $27.90 per share. chips companies Nvidia and AMD closed lower on Thursday following the instructions from the U.S. “A license is required to export technology to support or develop covered products. On Thursday, XPeng shares closed 6.43% lower at $17.33 per share. On Thursday, NIO shares closed 5.63% lower at $18.79 per share. The U.S. The Company does not sell products to customers in Russia,” the company added. On Thursday’s session, Nvidia shares dropped 7.67% to $139.27 per share while AMD shares closed 2.99% lower at $82.33 per share.

US Bars Nvidia and AMD from Selling Top GPUs into China (HPCwire)

New trade restrictions levied by the United States against China limit the sale of cutting-edge HPC and AI technologies from Nvidia and AMD to the world's ...

The action is the latest in a series of technology blocks levied by the U.S. Chinese foreign ministry official Wang Wenbin characterized the action as a “technological blockade” on China, and referred to it as “sci-tech hegemony.” “ The U.S. [restricts access to cutting-edge chipmaking technologies](https://www.hpcwire.com/2022/07/08/us-pushes-for-expanded-ban-on-sale-of-chipmaking-equipment-to-china/), such as extreme ultraviolet lithography, or EUV, used in the production of the most advanced <7nm computing nodes. seeks to use its technological prowess as an advantage to hobble and suppress the development of emerging markets and developing countries,” he said in a statement. In order to export the restricted technologies, Nvidia would need to apply for a license from the U.S. government has authorized exports, reexports, and in-country transfers needed to continue…development of H100 integrated circuits,” Nvidia reported in a The company stands to lose $400 million in potential sales to China “if customers do not want to purchase the company’s alternative product offerings or if the [U.S. government] does not grant licenses in a timely manner or denies licenses to significant customers,” Nvidia stated in the recent SEC filing. An AMD spokesperson, cited by Reuters, said the the new rules are not expected to have a material impact on the company’s business. authorities to halt sales of its top GPU chip, the Instinct MI250, to China and Russia. government to manage the situation. The stated purpose of the licensing requirements is to prevent “military end use” by these nations.

Is Nvidia underestimating the chip crunch? (The Economist)

Once again, the industry is in meltdown. In the tail end of the covid-19 pandemic in late 2021, when almost no one—from car companies to cryptocurrency miners— ...

It’s a fair bet that when this one turns, Nvidia will still be at the forefront of the industry—and that semiconductors will be more crucial than ever. First, it is still reaping the rewards of a decision to supply software, known as cuda, as well as chips, so that programmers can fine-tune the latter to their own specifications. One of the biggest is that, as the drive to accelerate the speed of ai models gathers pace, America’s cloud providers will rely on their own chips, rather than Nvidia’s gpus. But the good thing about chip busts is that however nasty and brutish they are, they can also be mercifully short. Moreover, though gpu demand from America’s cloud providers such as Amazon, Microsoft and Google increased from the first to the second quarter, this was more than offset by weak sales to their counterparts in China. Another source of concern for investors stems from the use of gpus in what Nvidia calls data centres and which includes cloud computing and the processing of ai. Moreover, Ethereum is thought to be on the verge of switching its blockchain technology used to validate transactions from “proof of work”, which uses massive number-crunching powered by Nvidia’s gpus, to a less energy-intensive mechanism called “proof of stake”, which will make gpus redundant. The last time its revenues crumbled in late 2019, the main culprit was a collapse in the price of ether, which it had woefully underestimated as a risk. On August 31st Nvidia conveyed more bad news when it warned it could suffer a $400m sales hit from new rules by the American government requiring it to obtain a licence before shipping some of its most advanced ai chips to China. Yet as he looks through his spectacles at the dazzling new models that he thinks will change the face of artificial intelligence (ai), as well as more nebulous concepts like the metaverse, is there a danger that he is underestimating the brutality of the here and now? Yet in the meantime inflation, economic slowdown, Chinese lockdowns and a cryptocurrency collapse have buffeted demand. Far from buckling under the strain, he has said he learned to tolerate discomfort.

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