US Set To Restrict China's Access To Cloud Computing Services From Amazon, Microsoft
Portfolio Pulse from Bibhu Pattnaik
The US is planning to restrict Chinese companies from accessing US cloud-computing services from Amazon and Microsoft. The new rule would require US cloud-service providers to obtain government permission before offering services that use advanced AI chips to customers in China. This move is seen as an effort to close a loophole that may have allowed Chinese AI companies to evade export control regulations by using cloud services. The ban is the latest in a series of reciprocal measures taken by the US and China concerning semiconductors and other advanced technologies.
July 04, 2023 | 3:08 pm
News sentiment analysis
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NEGATIVE IMPACT
Amazon's cloud services may be impacted by the US's planned restrictions on Chinese access.
The proposed restrictions could limit Amazon's ability to provide cloud services to Chinese companies, potentially impacting its revenues and growth in the Chinese market.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Microsoft's cloud services may be impacted by the US's planned restrictions on Chinese access.
The proposed restrictions could limit Microsoft's ability to provide cloud services to Chinese companies, potentially impacting its revenues and growth in the Chinese market.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
NVIDIA's AI chips, used in cloud services, could be impacted by the US's planned restrictions on Chinese access.
The proposed restrictions could limit the use of NVIDIA's AI chips in cloud services provided to Chinese companies, potentially impacting its revenues.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Alibaba could potentially benefit from the US's planned restrictions on Chinese access to Amazon and Microsoft's cloud services.
As a major cloud service provider in China, Alibaba could potentially gain more customers if Chinese companies are restricted from using Amazon and Microsoft's services.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60