Nafidia It announced an agreement with the Kingdom of Saudi Arabia on Tuesday to develop the Kingdom artificial intelligence The capabilities, a sign of expanding its global strategy.
The partnership goes beyond the traditional Western cooperation of the leader of the artificial intelligence chip and may serve as a Litmus test for future American export policies with countries that maintain close relations with Washington and China.
but Export chip The landscape has just got more mystery.
As an executive president Nafidia Gensen Huang It was in the Kingdom of Saudi Arabia to announce Blackwell deal, The Trump administration has released a new round of artificial intelligence chips targeting China.
The Ministry of Commerce issued a warning against the use of American AI chips for Chinese models and carried “conversion tactics” and securing supply chains to target smuggling.
The version also identified the Chinese technology giant HuaweiSigns on the use of the company Chips ascending “Anywhere in the world” violates export controls.
The new export restrictions came days after the approval of the United States and China to stop most of the customs tariffs to each other, and to add another layer of controls to NVIDIA to move with the White House as well as “eliminating” “” “The base of the spread of artificial intelligence“
NVIDIA refused to comment on the new export controls on Wednesday.
The rules for the spread of artificial intelligence, presented by the Biden Administration earlier this year, aims to control how the artificial intelligence program and border chip technology shares, with strict restrictions on exports to China and other high -risk countries.
Trump administration’s separate licensing requirements, which state that NVIDIA and AMD Obtaining the approval of the government before exporting advanced chips to China, and remains in place.
The trade said it would announce a complete alternative to the future rule.
Chips and trade
president Donald Trump He continued to express his desire for the United States to remain a leader while trying to keep the best technology from China.
This has made the role of NVIDIA in the global artificial intelligence race more dangerous, making the company a major bargaining segment in Trump’s future trade negotiations.
Instead of extensive global restrictions, as stated in the Trump administration is studying a bilateral negotiation model, where advanced artificial intelligence chips can become a tool in trade agreements for each country.
Bernstein’s analyst Stacy Rachton, the Bernstein analyst, warned of this shift to greater uncertainty for NVIDIA.
“The signing of multiple bilateral agreements is likely to take a huge time,” Rasgon pointed out, adding that the new approach may be “worse than the current spread frame.”
Nvidia Jensen Huang CEO estimates that China costs $ 50 billion, and although the company still finds ways to sell legally compatible chips to the country, the United States simultaneously stresses restrictions on countries that may re -export advanced technology to Beijing.
Citi analysts have warned against assuming similar deals elsewhere, noting “we are still wise for the double success with other countries, and therefore the risk of reaching American artificial intelligence chips remains for other major countries.”
Regulatory solutions
For NVIDIA, the mobility in American export control tools has become a high -risk adaptation game
Every time new restrictions are imposed, the company responded by designing the versions that were reduced from its chips, such as H20 and L40. These chips remain strong enough to attract Chinese technology giants while staying without direct regulatory thresholds.
The main question for NVIDIA investors is no longer whether the company is able to sell chips worldwide, so whether the sleep -upcoming trading agreements will create a predictable business environment.
If the United States follows a more tradition of artificial intelligence chips, NVIDIA may find itself negotiating with different rules of various countries, making long -term strategic planning more difficult.
At the same time, China’s rapid progress in developing local alternatives – especially from Huawei and SMIC – indicates that any gaps that NVIDIA left quickly.
On April visit to Washington, Huang Huawei described it as “one of the most amazing technology companies in the world.”
Trump pressure
Huang was explicit in his opposition to the limitations of narrow chips, warning that controlling American companies could lead to reverse results.
“If we lose this ecosystem for our competitors, it will be almost impossible to restore it,” Huang told the legislators on a last trip to Washington.
Huang also worked behind the scenes to press more flexible trade policies.
Last month, he attended a $ 1 million dinner in Mar-A-Lago with Trump, which is part of a wider pressure effort to ensure NVIDIA continues to work in the main international markets.
Currently, NVIDIA remains stuck in the middle: United States technology leader is very important that cannot be cut off completely, but he is very strong so that it cannot be left unorganized. Whether the last policy shift helps or hinders its global ambitions depends on the following moves from Washington and how China responds.
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