\nNvidia \u015fi AMD au \u00eencheiat un acord surprinz\u0103tor cu guvernul american, prin care vor ceda 15% din veniturile ob\u0163inute din v\u00e2nz\u0103rile de cipuri \u00een China. Aceast\u0103 condi\u0163ie neobi\u015fnuit\u0103 a fost impus\u0103 de administra\u0163ia Trump pentru a le permite s\u0103 ob\u0163in\u0103 licen\u0163e de export \u00een aceast\u0103 pia\u0163\u0103 strategic\u0103, informeaz\u0103 Financial Times.<\/p>\n
\nSurse apropiate situa\u0163iei, inclusiv un oficial american, au declarat c\u0103 Nvidia va \u00eemp\u0103r\u0163i 15% din \u00eencas\u0103rile generate de cipurile H20 v\u00e2ndute \u00een China, \u00een timp ce AMD va face acela\u015fi lucru pentru veniturile provenite de pe urma cipurilor MI308. Oficialii americani nu au precizat \u00eenc\u0103 \u00een ce mod vor folosi fondurile ob\u0163inute din aceast\u0103 \u00een\u0163elegere.<\/p>\n
\nPotrivit Financial Times, Departamentul Comer\u0163ului din SUA a \u00eenceput s\u0103 emit\u0103 licen\u0163e pentru exportul cipurilor H20 vinerea trecut\u0103, la doar dou\u0103 zile dup\u0103 \u00eent\u00e2lnirea CEO-ului Nvidia, Jensen Huang, cu pre\u015fedintele Donald Trump. \u00cen acela\u015fi timp, au fost autorizate \u015fi exporturile pentru cipurile AMD destinate Chinei.<\/p>\n
\nAceast\u0103 tranzac\u0163ie de tip \u201equid pro quo\u201d este un caz f\u0103r\u0103 precedent \u00een istoria controlului exporturilor americane. Exper\u0163ii spun c\u0103 nicio companie american\u0103 nu a fost vreodat\u0103 obligat\u0103 s\u0103 cedeze o parte din veniturile sale pentru a primi astfel de licen\u0163e. Totu\u015fi, gestul se \u00eencadreaz\u0103 \u00een strategia administra\u0163iei Trump, care a cerut companiilor s\u0103 adopte m\u0103suri precum investi\u0163ii interne pentru a evita tarifele \u015fi a aduce locuri de munc\u0103 \u015fi profit \u00een SUA.<\/p>\n
\nAMD nu a r\u0103spuns solicit\u0103rilor de comentarii, iar Nvidia nu a negat existen\u0163a acordului, preciz\u00e2nd doar c\u0103 respect\u0103 regulile stabilite de guvernul american pentru a opera pe pie\u0163ele globale.<\/p>\n
\nAnali\u015ftii Bernstein estimeaz\u0103 c\u0103, pe baza prognozelor Nvidia \u00eenainte de impunerea restric\u0163iilor, \u00een 2025 compania ar urma s\u0103 v\u00e2nd\u0103 \u00een jur de 1,5 milioane de cipuri H20 \u00een China, gener\u00e2nd venituri de aproximativ 23 miliarde de dolari.<\/p>\n
\nAceast\u0103 decizie vine \u00een contextul controversei legate de cipul H20, pe care Nvidia l-a adaptat special pentru pia\u0163a chinez\u0103, dup\u0103 ce pre\u015fedintele Joe Biden a impus controale stricte asupra exportului de cipuri avansate folosite \u00een inteligen\u0163a artificial\u0103.<\/p>\n","protected":false},"excerpt":{"rendered":"
Nvidia \u015fi AMD au \u00eencheiat un acord surprinz\u0103tor cu guvernul american, prin care vor ceda 15% din veniturile ob\u0163inute din v\u00e2nz\u0103rile de cipuri \u00een China. Aceast\u0103 condi\u0163ie neobi\u015fnuit\u0103 a fost impus\u0103 de administra\u0163ia Trump pentru a le permite s\u0103 ob\u0163in\u0103 licen\u0163e de export \u00een aceast\u0103 pia\u0163\u0103 strategic\u0103, informeaz\u0103 Financial Times. Surse apropiate situa\u0163iei, inclusiv un […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[32888,9811,16854,6545,13906,260,9,11334,22547,60,31848,106,17093,400,7212,6909],"class_list":["post-239233","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-acceptare","tag-administratie","tag-cedare","tag-china","tag-cipuri","tag-export","tag-guvern","tag-licente","tag-permisiune","tag-piata","tag-precizare","tag-sua","tag-tensiuni","tag-tranzactie","tag-vanzari","tag-venituri"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=239233"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239233\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=239233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=239233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=239233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}