
介绍: China's Access to Powerful Nvidia Chips Comes at 'Critical Moment'
President Trump's announcement that the American chip maker Nvidia would be able to sell semiconductors to China appeared to roll back years of policies aimed at blocking the country's access to advanced technologies.
The impact of Mr. Trump's...
介绍: China's Access to Powerful Nvidia Chips Comes at 'Critical Moment'
President Trump's announcement that the American chip maker Nvidia would be able to sell semiconductors to China appeared to roll back years of policies aimed at blocking the country's access to advanced technologies.
The impact of Mr. Trump's decision is unclear. But the Chinese government has already spent billions in an effort to become an A.I. superpower. The country's chip makers are racing to make advanced chips on their own, and Chinese A.I. companies have become more efficient at using the chips they have access to.
Investor bets that a Chinese company could soon compete with Nvidia have driven huge gains in the country's tech stocks this year. Chinese chips still lag behind Nvidia's in performance, and the companies face major constraints on their output. Chinese chip makers can produce, at most, 2 percent as many chips as foreign rivals, said Tim Fist, a senior adjunct fellow at the Center for a New American Security, a think tank.
Computing power is crucial in A.I. development. Chinese demand for cutting-edge chips is high. The biggest tech companies, including Alibaba, Tencent and ByteDance, TikTok's parent company, have poured money into A.I. efforts and infrastructure like data centers. For Chinese companies, "gaining access to higher-end chips like the H200 does indeed come at a critical moment," said Frank Kung, an analyst at TrendForce, a market research firm.
Many Chinese tech companies are already using a mix of domestic and foreign chips, said Paul Triolo, a partner at DGA-Albright Stonebridge Group. "Just because some Chinese companies will choose to purchase some number of H200 does not mean domestic development of advanced A.I. hardware will stop," he added.
生词好句
access 英 [ˈækses] 美 [ˈækses] n. 获取权,使用权(强调一种“可达性”)
come at (某事)发生在、恰逢(某个重要时间节点)
come at somebody 扑向某人
watershed moment 分水岭时刻
The company's listing came at a pivotal moment in its rise.这家公司的上市发生在它崛起过程中的一个关键节点上。
roll back 把系统数据或底层代码回滚到之前某个时点(计算机领域);撤回之前的改动(广义)
undo the policy 撤回某种政策
walk back a decision 收回成命
The regulator rolled back the post-crisis capital rules for mid-sized banks.监管机构放松了金融危机之后针对中型银行的资本监管规则。
constraint 英 [kənˈstreɪnt] 美 [kənˈstreɪnt] n. 限制
limit vs. constraint
区别:limit是硬性的上限;constraint更强调来自多方面的掣肘。
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