It's sad to see what's happened to SuperMicro. They were one of the few vendors of server-grade hardware fitting standard ATX, mATX, and ITX form factors. In my experience their hardware was always better than the others who attempted to do the same (Gigabyte, Asus, ASRock). These days, motherboards with the features I want are going to be on AliExpress. Ironic considering this latest news is about putting trade barriers between the US and mainland China.
Remember when Singapore buyers were an abnormally high percentage of nvidia's revenue? You have to wonder if these companies are this brazen because they know the DoJ will have political pressure not to nuke the bubble which is more important than being China hawks.
Is that Singapore's position in the world today? Tiptoeing between sinosphere and anglospehre economic quarreling? I see so many job postings there in like Woodlands and other parts of Singapore these days I'm just curious what the big impetus has been in recent years.
I'd been assuming that the Chinese AI labs producing excellent LLMs despite the NVIDIA export restrictions was due to them finding new optimizations for training against the hardware they had access to.
I wonder if any of those $2.5B of smuggled chips ended up being used for those training runs.
I've had my own dealings with this awful company. Including Wally.
Let's just say that none of this comes as any surprise.
Now, what people should be asking is how much Jensen knew. In May he said there was nothing going on. But the videos of the Chinese guy holding H1/200's ... never got to him?
Also interesting how they waited until just after GTC...
Can someone shed light on why China still couldn't copy the Nvidia GPUs in some form?
I understand its complex and there many parts to it, but which is the most complex part making it difficult for China to copy it?
Let's say they don't have access to 3nm process, what if they just use 12nm and create GPUs with much bigger size but comparable performance with CUDA compatibility? Or other option could be less tensor units, training will take longer, but they might be able to produce it cheaply
Violating sanctions isn't exactly the same thing as smuggling. It also doesn't seem like it should be a crime to disagree with your state on who deserves what service... i never voted for the dingbats who control who is called a terrorist, let alone the people scared of china.
I agree. this is about US corporations using the government to protect their business moat. But 300M citizens can't use the government to ensure we have access to a doctor. It's sickening. China would be such a great competitor at what, making deep fakes or stealing from artists/musicians? It's stupid-on-top-of-stupid.
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[ 2.9 ms ] story [ 49.3 ms ] thread[0] - https://www.bloomberg.com/news/features/2018-10-04/the-big-h...
[1] - https://www.bloomberg.com/features/2021-supermicro/
[2] - https://www.schneier.com/blog/archives/2021/02/chinese-suppl...
[3] - https://www.theinformation.com/articles/apple-severed-ties-w...
I wonder if any of those $2.5B of smuggled chips ended up being used for those training runs.
And the entire Bloomberg takedown drama added fire to the flames.
Edit: Officially-debunked, I should note
Let's just say that none of this comes as any surprise.
Now, what people should be asking is how much Jensen knew. In May he said there was nothing going on. But the videos of the Chinese guy holding H1/200's ... never got to him?
Also interesting how they waited until just after GTC...
Can someone shed light on why China still couldn't copy the Nvidia GPUs in some form?
I understand its complex and there many parts to it, but which is the most complex part making it difficult for China to copy it?
Let's say they don't have access to 3nm process, what if they just use 12nm and create GPUs with much bigger size but comparable performance with CUDA compatibility? Or other option could be less tensor units, training will take longer, but they might be able to produce it cheaply
"sorry guys, I did something token-bad a while ago that got you more money."
that's the sort of meaculpa I'd expect to get rewarded these days...
https://hindenburgresearch.com/smci/
A (classically) liberal society can only work if everyone is held to the same standard of the law.