{"id":1930,"date":"2023-06-20T20:21:44","date_gmt":"2023-06-20T20:21:44","guid":{"rendered":"https:\/\/dailyai.com\/?p=1930"},"modified":"2023-06-20T21:32:19","modified_gmt":"2023-06-20T21:32:19","slug":"shortages-of-high-end-tech-in-china-are-driving-chips-underground","status":"publish","type":"post","link":"https:\/\/dailyai.com\/it\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/","title":{"rendered":"La carenza di tecnologia di fascia alta in Cina sta portando i chip alla clandestinit\u00e0"},"content":{"rendered":"

Le sanzioni e le dispute commerciali in corso tra Stati Uniti e Cina hanno portato a una carenza di tecnologia AI di fascia alta, come i chip A100 e H100 di Nvidia. Questo ha creato un insolito mercato nero.\u00a0<\/b><\/p>\n

Nvidia \u00e8 il campione indiscusso del mondo quando si tratta di hardware pronto per l'intelligenza artificiale. I suoi chip di punta, l'A100 e l'H100, sono di una classe a s\u00e9 stante: tutti li vogliono, comprese le aziende tecnologiche cinesi disposte ad acquistare da un mercato nero in continua evoluzione.\u00a0<\/span><\/p>\n

La Cina si affida alle importazioni di tecnologia di fascia alta da parte di aziende come Nvidia, che ha attribuito <\/span>$7mld di entrate in Cina nel 2022<\/span><\/a>. Alla fine del 2022, le normative statunitensi hanno limitato le esportazioni di tecnologia in Cina per bloccare lo sviluppo dell'IA, creando un mercato nero di nicchia per i chip di fascia alta.\u00a0<\/span><\/p>\n

Gli acquirenti cinesi avrebbero acquistato chip AI di fascia alta prodotti da Nvidia al mercato dell'elettronica Huaqiangbei di Shenzhen, dove si trova il grattacielo SEG Plaza pieno di negozi e mercati tecnologici. I chip di fascia alta, come l'A100, sono venduti a $150.000 HK ($19.150) l'uno, circa il doppio del valore di mercato tipico.\u00a0<\/span><\/p>\n

\"\"
Il grattacielo SEG di Shenzhen ospita il SEG Electronics Market, dove \u00e8 possibile trovare i chip A100, secondo quanto riportato da Reuters. Fonte: Wikimedia Commons<\/a>.<\/figcaption><\/figure>\n

Ivan Lau, cofondatore del Pantheon Lab di Hong Kong, <\/span>ha dichiarato a Reuters<\/span><\/a>\"Stiamo parlando con due fornitori per ottenerne alcuni\", \"Ci hanno detto chiaramente che non ci saranno n\u00e9 garanzia n\u00e9 assistenza\". Lau stava cercando da 2 a 4 chip per alimentare gli ultimi modelli di intelligenza artificiale della sua azienda.\u00a0<\/span><\/p>\n

I venditori che hanno voluto mantenere l'anonimato hanno rivelato a Reuters di potersi procurare facilmente i chip A100, che non sono illegali da acquistare o vendere, ma solo difficili da ottenere. La domanda c'\u00e8 sicuramente, quindi non sorprende che i venditori pi\u00f9 scaltri ne stiano approfittando.\u00a0<\/span><\/p>\n

Cosa ha da dire Nvidia al riguardo?<\/span><\/h2>\n

Quando \u00e8 stata informata di questo mercato nero, Nvidia ha dichiarato a Reuters: \"Se riceviamo informazioni che un cliente sta violando il suo accordo con noi ed esporta prodotti soggetti a restrizioni in violazione della legge, prenderemo provvedimenti immediati e appropriati\".<\/span><\/p>\n

Tuttavia, i fornitori cinesi continuano a reperire chip, acquistando anche le scorte in eccesso dalle grandi aziende statunitensi o importando attraverso societ\u00e0 con sede in India, Taiwan e Singapore.\u00a0<\/span><\/p>\n

Un sito web di elettronica ospita 40 venditori di chip A100, pi\u00f9 vecchi del nuovo chip H100 ma ancora pi\u00f9 potenti degli A800 e H800, che Nvidia ha sviluppato appositamente per il mercato cinese. <\/span><\/p>\n

Le chip sono presenti anche su Xiaohongshu, simile a Instagram, e Douyin, la versione cinese di TikTok.<\/span><\/p>\n

\"\"
Da quando Nvidia ha rilasciato il chip H100, sono disponibili altri A100 per il mercato nero. Fonte: Nvidia<\/a>.<\/figcaption><\/figure>\n

La domanda di chip di fascia alta \u00e8 eccezionalmente alta, soprattutto perch\u00e9 la Cina continua a spingere l'intelligenza artificiale.<\/span><\/p>\n

Si d\u00e0 il caso che Nvidia abbia in mano tutti gli assi: la Cina non ha ancora sviluppato un'industria manifatturiera di AI di fascia alta competitiva, ma ha intenzione di cambiare la situazione. nei prossimi 2-5 anni<\/a>.\u00a0<\/span><\/p>\n

Un analista di 86Research, con sede a Shanghai, ha suggerito che gli Stati Uniti non sono eccessivamente preoccupati per le transazioni su piccola scala di questi chip, in quanto sono utilizzati principalmente da startup e PMI; \"Solo se\/quando la Cina rappresenter\u00e0 una minaccia maggiore in seguito a significativi recuperi, vedremo un'applicazione pi\u00f9 rigorosa\".<\/span><\/p>\n

Mentre i modelli di intelligenza artificiale pi\u00f9 grandi, come ChatGPT, richiedono migliaia di chip, \u00e8 comunque possibile eseguire modelli potenti con una manciata di chip.<\/p>\n

Inoltre, man mano che l'IA diventa pi\u00f9 snella ed efficiente, le aziende otterranno un maggior numero di chilometri dai loro chip del mercato nero. L'unica cosa che potrebbe impedirlo \u00e8 lo sviluppo da parte della Cina di un proprio hardware AI di fascia alta.<\/p>","protected":false},"excerpt":{"rendered":"

Le sanzioni e le dispute commerciali in corso tra Stati Uniti e Cina hanno portato a una carenza di tecnologia AI di fascia alta, come i chip A100 e H100 di Nvidia. Questo ha creato un insolito mercato nero. Nvidia \u00e8 il campione indiscusso del mondo quando si tratta di hardware pronto per l'IA. I suoi chip di punta, l'A100 e l'H100, fanno parte di una classe a s\u00e9 stante: tutti li vogliono, comprese le aziende tecnologiche cinesi disposte ad acquistare da un mercato nero in continua evoluzione. La Cina si affida alle importazioni di tecnologia di fascia alta da parte di aziende come Nvidia, che nel 2022 ha attribuito alla Cina un fatturato di $7 miliardi. Alla fine del 2022, le normative statunitensi<\/p>","protected":false},"author":2,"featured_media":1932,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[106,100],"class_list":["post-1930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-nvidia","tag-semiconductors"],"yoast_head":"\nShortages of high-end tech in China are driving chips underground | DailyAI<\/title>\n<meta name=\"description\" content=\"Ongoing sanctions and trade disputes between the US and China have led to shortages in high-end AI tech, such as Nvidia\u2019s A100 and H100 chips.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/it\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/\" \/>\n<meta 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