The five game series was watched by an audience of more than 280 million viewers across China. That month an artificial intelligence programme, AlphaGo, beat a South Korean grandmaster at Go, an extremely complex and demanding Chinese board game. "This export restriction is noticeable, but it's not quite as devastating as it could have been.China had its sputnik moment in March 2016. ![]() "If that were still true today, this export restriction would have a lot more impact," Daniel said. Two years ago the industry was thinking AI models would get bigger and bigger, said Cade Daniel, a software engineer at Anyscale, a San Francisco startup that provides software to help companies perform AI work. Those will require fewer chips, reducing chip-to-chip communications and lessening the impact of the U.S. Moreover, AI researchers are trying to slim down the massive systems they have built to cut the cost of training products similar to ChatGPT and other processes. But does that mean this is impossible for Alibaba or Baidu? No, that's not a problem." "At that point, you've got to spend $20 million instead of $10 million to train it," said one industry source who requested anonymity because of agreements with partners. A chip in China that takes twice as long to finish an AI training task than a faster U.S. "I don't see this being a boundary for a very long time - like 10 years." ![]() "There are ways to get around all this algorithmically," he said. Naveen Rao, chief executive of a startup called MosaicML that specializes in helping AI models to run better on limited hardware, estimated a 10-30% system slowdown. Some in the AI industry believe that is still plenty of speed. Nvidia has not disclosed the China-only H800 chip's performance details, but a specification sheet seen by Reuters shows a chip-to-chip speed of 400 gigabytes per second, less than half the peak speed of 900 gigabytes per second for Nvidia's flagship H100 chip available outside China. Instead, they must be spread over many chips - often thousands at a time - which all need to communicate with one another. The models behind technologies such as ChatGPT are too large to fit onto a single chip. limit is on chip-to-chip transfer speeds, which does affect AI. Commerce Department that oversees the rules, did not return a request for comment. ![]() "We comply with the regulation while offering as-competitive-as-possible products in each market."īill Dally, Nvidia's chief scientist, said in a separate statement this week that “this gap will grow quickly over time as training requirements continue to double every six to 12 months."Ī spokesperson for the Bureau of Industry and Security, the arm of the U.S. "The October export controls require that we create products with an expanding gap between the two markets," Nvidia said last week. ![]() technology companies, and selling products there helps create jobs for both Nvidia and its U.S.-based partners, the company added. firms to supply products for commercial activities, such as providing cloud services for consumers," Nvidia said in a statement last week.Ĭhina is an important market for U.S. "The government isn’t seeking to harm competition or U.S. Nvidia is selling the H800 to China's largest technology firms, including Tencent, Alibaba Group Holding Ltd (9988.HK) and Baidu Inc (9888.HK) for use in such work, though it has not yet started shipping the chips in high volumes. But calculating extremely precise numbers is less relevant in AI work like large language models where the amount of data the chip can chew through is more important.
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