along withNvidiaChina announced “tougher” export restrictions on AI-based GPUs, which the US government chose to implement immediately, portraying the significance of the new trade policy.
The United States believes that China will gain military advantage through artificial intelligence and plans to immediately restrict the export of Nvidia's artificial intelligence GPUs
The Biden administration is "affected" by China's huge AI development and wants to thwart it with a new wave of restrictions. According to US Commerce Secretary Gina Raimondo, the sanctions are intended to hinder China's "military" growth through AI applications, and the actions taken are in no way aimed at "the Chinese economy." However, the United States does not intend to wait here, as it has instructed Nvidia to immediately stop AI GPU exports, which is surprising considering that the company received a "cyclical buffer" to meet ongoing orders.
While the changes in trade policy are certainly frustrating for all parties involved, one thing to note is that Nvidia did not mention the GeForce RTX 4090 in its SEC filing.
Those unscrupulous businessmen must be having a headache!
The report on October 18 mentioned NVIDIA The GeForce RTX 4090 appeared in the latest chip ban of the US government. However, in the latest FORM 8-K document submitted by NVIDIA on the evening of October 24, the name of NVIDIA GeForce RTX 4090 was no longer seen.
The list listed in the latest FORM 8-K filing includes A100, A800, H100, H800 and L40S products. In addition to the GeForce RTX 4090, the L40 has also been removed from the list.
On the other hand, in this list of updates and corrections, the computing power of the affected products, that is, "Total Processing Performance", needs to reach 4800, or the product is designed or locked for Data Center use.
The original list was submitted on October 17 and was expected to take effect on November 16, US time, but the new ban is effective immediately. In addition to preventing China from reacting immediately, this move can also confirm that NVIDIA's revenue will be affected to a certain extent in the short term.
In any case, for the general consumer market, NVIDIA GeForce RTX 4090 can still be produced and sold in China, so the GeForce RTX 4090 graphics card that was originally out of stock may soon appear in everyone's sight again.
Updated at 06:27 on October 25, 2023
Another statement mentioned that the ban on GeForce RTX 4090 and L40 still falls on November 16, and NVIDIA's announcement this time is mainly to correct the ban on A100, A800, H100, H800 and L40S products to "effective immediately."
Updated on October 25, 2023 at 08:18
Several NVIDIA AIC partners have informed us that the NVIDIA GeForce RTX 4090 is included in the original export ban list. The ban date is the same as the previous announcement, which is 30 days after the announcement on October 17, US time. The exact date should be November 16, US time. Therefore, we have corrected the original title of "NVIDIA GeForce RTX 4090 removed from the US export ban list" to "A100, A800, H100, H800 and L40S take effect immediately, and the ban on consumer products GeForce RTX 4090 remains unchanged"