{"id":4100,"date":"2023-08-10T11:50:42","date_gmt":"2023-08-10T11:50:42","guid":{"rendered":"https:\/\/dailyai.com\/?p=4100"},"modified":"2023-08-10T21:24:34","modified_gmt":"2023-08-10T21:24:34","slug":"biden-curbs-us-tech-investments-in-china-over-security-concerns","status":"publish","type":"post","link":"https:\/\/dailyai.com\/da\/2023\/08\/biden-curbs-us-tech-investments-in-china-over-security-concerns\/","title":{"rendered":"Biden begr\u00e6nser amerikanske tech-investeringer i Kina p\u00e5 grund af sikkerhedsproblemer"},"content":{"rendered":"

Pr\u00e6sident Joe Biden tog endnu et skridt i retning af at begr\u00e6nse visse amerikanske investeringer i h\u00f8jteknologiske sektorer i Kina med henvisning til nationale sikkerhedshensyn.\u00a0<\/b><\/p>\n

Denne <\/span>Ny bekendtg\u00f8relse<\/span><\/a> er rettet mod tre hovedsektorer: halvledere og mikroelektronik, kvanteinformationsteknologier og AI-systemer.<\/span><\/p>\n

Den amerikanske regering har indf\u00f8rt flere regler for at begr\u00e6nse handelen med Kina i l\u00f8bet af de sidste par \u00e5r i overensstemmelse med en 25 \u00e5r lang politik, der skal sikre, at landet forbliver \"to generationer bagud\" i forhold til USA. <\/span><\/p>\n

I oktober begr\u00e6nsede Biden-administrationen eksporten af avancerede AI GPU-chips i et fors\u00f8g p\u00e5 at holde USA p\u00e5 forkant med generativ AI.\u00a0<\/span><\/p>\n

Disse bekendtg\u00f8relser har dog ikke altid den \u00f8nskede effekt. I august 2022 blev der for eksempel offentliggjort en rapport fra <\/span>The Register<\/span><\/a> fandt, at omkring 94% af eksporten til Kina fik gr\u00f8nt lys p\u00e5 trods af restriktioner.\u00a0<\/span><\/p>\n

Bidens seneste ordre satte gang i diskussionerne om fremtiden for USA's investeringer \"i f\u00f8lsomme teknologier og produkter, der er kritiske for milit\u00e6ret, efterretningstjenester, overv\u00e5gning eller cyberkapaciteter.\"<\/span><\/p>\n

Disse seneste regler vedr\u00f8rer prim\u00e6rt private equity-, venturekapital- og joint venture-investeringer. Regeringen forventer at blive underrettet om de fleste investeringer, der falder ind under bekendtg\u00f8relsen, og visse transaktioner vil blive forbudt.<\/span><\/p>\n

Det centrale i ordren er kinesiske virksomheder, der udvikler chipdesignsoftware og produktionsv\u00e6rkt\u00f8jer - et omr\u00e5de, der i h\u00f8j grad er domineret af USA, Japan og Holland. <\/span><\/p>\n

Kina presser p\u00e5 for at bygge en <\/span>indenlandsk chipproduktion<\/span><\/a> industri, men er stadig n\u00e6sten helt afh\u00e6ngig af import.\u00a0<\/span><\/p>\n

Politiske og \u00f8konomiske konsekvenser<\/span><\/h2>\n

Selv om det kan \u00f8ge sp\u00e6ndingerne mellem de to globale supermagter, understregede amerikanske embedsm\u00e6nd, at hovedform\u00e5let er at tackle \"de mest akutte\" nationale sikkerhedsrisici snarere end at afsk\u00e6re alle former for indt\u00e6gtsgivende eksportaktiviteter.<\/span><\/p>\n

Kina er trods alt en stor aftager af amerikansk teknologi - s\u00e5 ofrene g\u00e5r begge veje.\u00a0<\/span><\/p>\n

Senatets demokratiske leder, Chuck Schumer, <\/span>roste pr\u00e6sidentens beslutning<\/span><\/a>og understregede vigtigheden af, at \"amerikanske investeringer ikke g\u00e5r til at finansiere kinesisk milit\u00e6r fremgang.\"\u00a0<\/span><\/p>\n

En repr\u00e6sentant fra den kinesiske ambassade i Washington udtrykte skuffelse og antydede, at restriktionerne kunne f\u00e5 negativ indflydelse p\u00e5 b\u00e5de kinesiske og amerikanske virksomheder. Liu Pengyu udtalte: \"Kina vil f\u00f8lge situationen n\u00f8je og sikre vores rettigheder og interesser.\"<\/span><\/p>\n

Kinas handelsministerium var mere kritisk og beskyldte USA for at bringe den globale industri og forsyningsk\u00e6derne i fare. En talsmand for ministeriet understregede, at s\u00e5danne tiltag er i modstrid med de frie markedsprincipper og den fair konkurrence, som USA historisk har st\u00f8ttet.<\/span><\/p>\n

Emily Benson fra Center for Strategic and International Studies (CSIS) forventer, at visse AI-investeringer, is\u00e6r dem, der er rettet mod milit\u00e6re anvendelser, vil blive forbudt, mens andre investeringer i sektoren kr\u00e6ver en anmeldelse til regeringen.<\/span><\/p>\n

Benson fremh\u00e6vede administrationens udfordring med at skelne mellem milit\u00e6re og ikke-milit\u00e6re AI-applikationer og definere AI pr\u00e6cist.\u00a0<\/span><\/p>\n

Kinesiske big tech-kraftcentre sikrer $5 mia. i Nvidia-chips<\/span><\/h2>\n

Kinas f\u00f8rende virksomheder forts\u00e6tter med at fylde op med Nvidias h\u00f8jtydende chips.<\/span><\/p>\n

Baidu, ByteDance, Tencent og Alibaba har bestilt chips til en v\u00e6rdi af $1 mia. til levering i \u00e5r, og yderligere $4 mia. til levering i 2024, iflg. <\/span>Financial Times<\/span><\/a>. Dette inkluderer omkring 100.000 A800-chips til levering i \u00e5r.\u00a0<\/span><\/p>\n

A800 er en modificeret GPU, der er designet specielt til det kinesiske marked - i bund og grund en sv\u00e6kket form af Nvidias flagskibe. Sm\u00e5 m\u00e6ngder af high-end H100- og A100-chips n\u00e5r frem til Kina og dukker op i en <\/span>Blomstrende sort marked<\/span><\/a> hvor de s\u00e6lges for n\u00e6sten det dobbelte af detailprisen.\u00a0<\/span><\/p>\n

I juni kommenterede Nvidias finanschef, at eventuelle restriktioner p\u00e5 eksport af AI-chips til Kina kunne f\u00f8re til \"et permanent tab af muligheder for den amerikanske industri.\"\u00a0<\/span><\/p>\n

Denne massive GPU-ordre kan give Kinas tech-industri nok computerkraft til at klare sig igennem, indtil den hjemlige chip-industri kommer i gang.\u00a0<\/span><\/p>\n

Kapl\u00f8bet om AI's overherred\u00f8mme er kun lige begyndt.\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Pr\u00e6sident Joe Biden tog endnu et skridt i retning af at begr\u00e6nse visse amerikanske investeringer i h\u00f8jteknologiske sektorer i Kina med henvisning til nationale sikkerhedsproblemer. Denne nye bekendtg\u00f8relse er rettet mod tre hovedsektorer: halvledere og mikroelektronik, kvanteinformationsteknologier og AI-systemer. Den amerikanske regering har h\u00e5ndh\u00e6vet flere regler for at begr\u00e6nse handelen med Kina i l\u00f8bet af de sidste par \u00e5r i overensstemmelse med en 25 \u00e5r lang politik, der skal sikre, at landet forbliver \"to generationer bagud\" i forhold til USA. I oktober begr\u00e6nsede Biden-administrationen eksporten af avancerede AI GPU-chips i et fors\u00f8g p\u00e5 at holde USA p\u00e5 forkant med generativ AI. Disse bekendtg\u00f8relser g\u00f8r ikke<\/p>","protected":false},"author":2,"featured_media":4101,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[85],"tags":[99,291,106,100,292],"class_list":["post-4100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-policy","tag-ai-race","tag-gpu","tag-nvidia","tag-semiconductors","tag-us-china"],"yoast_head":"\nBiden curbs US tech investments in China over security concerns | DailyAI<\/title>\n<meta name=\"description\" content=\"President Joe Biden took another step towards limiting certain US investments in high-tech sectors in China, citing national security concerns.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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