Google And Microsoft Provide Nvidia Chip Access To Chinese Firms Despite U.S. Restrictions: Report
Portfolio Pulse from Shivani Kumaresan
Google and Microsoft are providing Chinese companies access to Nvidia AI chips through data centers outside China, despite U.S. restrictions. The Biden administration is imposing strict trade measures to prevent Chinese firms from using U.S. technology for AI. Nvidia continues to sell AI chips in China, with some being smuggled in despite export restrictions.
July 17, 2024 | 5:22 pm
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POSITIVE IMPACT
Nvidia continues to sell AI chips in China despite U.S. export restrictions, with some chips being smuggled into the country.
Nvidia's ability to continue selling AI chips in China, despite restrictions, supports its revenue stream. However, the smuggling issue could attract regulatory scrutiny.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
NEUTRAL IMPACT
Google is providing Chinese companies access to Nvidia AI chips through data centers outside China, ensuring compliance with U.S. export controls.
Google's compliance with U.S. export controls while providing AI capabilities to Chinese firms may mitigate regulatory risks but could face scrutiny from U.S. authorities.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Microsoft offers server rental services with Nvidia AI chips to Chinese customers through data centers outside China, adhering to U.S. regulations.
Microsoft's adherence to U.S. regulations while providing AI capabilities to Chinese firms may mitigate regulatory risks but could face scrutiny from U.S. authorities.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80