\nNvidia, gigantul american al semiconductorilor, a decis s\u0103 opreasc\u0103 produc\u0163ia de cipuri destinate pie\u0163ei chineze \u015fi s\u0103 redirec\u0163ioneze capacitatea de fabrica\u0163ie c\u0103tre noua sa genera\u0163ie de procesoare pentru inteligen\u0163\u0103 artificial\u0103, pe fondul incertitudinilor legate de restric\u0163iile comerciale dintre Statele Unite \u015fi China, scrie Financial Times.<\/p>\n
\nPotrivit unor persoane familiarizate cu situa\u0163ia, compania a realocat capacitatea de produc\u0163ie de la partenerul s\u0103u principal TSMC, de la cipurile H200 c\u0103tre noua arhitectur\u0103 Vera Rubin, prezentat\u0103 \u00een acest an \u015fi destinat\u0103 sistemelor AI de ultim\u0103 genera\u0163ie.<\/p>\n
\nDecizia sugereaz\u0103 c\u0103 Nvidia nu mai anticipeaz\u0103 v\u00e2nz\u0103ri semnificative ale cipului H200 \u00een China \u00een viitorul apropiat, dup\u0103 luni de incertitudine privind aprob\u0103rile de export din partea autorit\u0103\u0163ilor americane \u015fi posibilele restric\u0163ii impuse de Beijing.<\/p>\n
\nCipul H200 face parte dintr-o genera\u0163ie mai veche de procesoare AI \u015fi fusese proiectat astfel \u00eenc\u00e2t s\u0103 respecte reglement\u0103rile americane privind exportul tehnologiilor avansate. \u00cen schimb, arhitectura Vera Rubin este destinat\u0103 sistemelor AI mult mai complexe \u015fi este deja foarte c\u0103utat\u0103 de mari companii tehnologice din SUA, precum OpenAI \u015fi Google.<\/p>\n
\nAutorit\u0103\u0163ile de la Washington au \u00een\u0103sprit \u00een ultimii ani restric\u0163iile privind exportul de semiconductori avansa\u0163i c\u0103tre China, invoc\u00e2nd riscuri pentru securitatea na\u0163ional\u0103.<\/p>\n
\n\u00cen paralel, Beijingul analizeaz\u0103 limitarea importurilor de cipuri str\u0103ine pentru a sus\u0163ine dezvoltarea produc\u0103torilor locali de tehnologie \u015fi pentru a \u00eencuraja companiile chineze din domeniul inteligen\u0163ei artificiale s\u0103 utilizeze produse fabricate intern.<\/p>\n
\n\u00cen acest context, Nvidia ar fi produs deja aproximativ 250.000 de cipuri H200. Surse din industrie sus\u0163in c\u0103, \u00een cazul \u00een care autorit\u0103\u0163ile americane \u015fi chineze vor permite doar volume limitate de importuri, stocurile existente ar putea acoperi eventualele comenzi.<\/p>\n
\n <\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Nvidia, gigantul american al semiconductorilor, a decis s\u0103 opreasc\u0103 produc\u0163ia de cipuri destinate pie\u0163ei chineze \u015fi s\u0103 redirec\u0163ioneze capacitatea de fabrica\u0163ie c\u0103tre noua sa genera\u0163ie de procesoare pentru inteligen\u0163\u0103 artificial\u0103, pe fondul incertitudinilor legate de restric\u0163iile comerciale dintre Statele Unite \u015fi China, scrie Financial Times. Potrivit unor persoane familiarizate cu situa\u0163ia, compania a realocat capacitatea de […]<\/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":[13906,22153,7068],"class_list":["post-245799","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-cipuri","tag-generatie","tag-mutare"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/245799","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=245799"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/245799\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=245799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=245799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=245799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}