{"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\/nb\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/","title":{"rendered":"Mangel p\u00e5 avansert teknologi i Kina driver chipene under jorden"},"content":{"rendered":"

P\u00e5g\u00e5ende sanksjoner og handelskonflikter mellom USA og Kina har f\u00f8rt til mangel p\u00e5 avansert AI-teknologi, for eksempel Nvidias A100- og H100-brikker. Dette har skapt et uvanlig svart marked.\u00a0<\/b><\/p>\n

Nvidia er den ubestridte verdensmesteren n\u00e5r det gjelder AI-klar maskinvare. Flaggskipbrikkene deres, A100 og H100, er i en klasse for seg - alle vil ha dem - inkludert kinesiske teknologiselskaper som er villige til \u00e5 kj\u00f8pe fra et svart marked i stadig utvikling.\u00a0<\/span><\/p>\n

Kina er avhengig av import av avansert teknologi fra selskaper som Nvidia, som tilskrives <\/span>$7 milliarder i inntekter til Kina i 2022<\/span><\/a>. I slutten av 2022 innf\u00f8rte USA reguleringer som begrenset eksporten av teknologi til Kina for \u00e5 stanse utviklingen av kunstig intelligens, noe som skapte et svart nisjemarked for avanserte brikker.\u00a0<\/span><\/p>\n

Kinesiske kj\u00f8pere har angivelig kj\u00f8pt avanserte AI-brikker produsert av Nvidia p\u00e5 Huaqiangbei-elektronikkmarkedet i Shenzhen, der du finner skyskraperen SEG Plaza fullpakket med teknologibutikker og markeder. Avanserte brikker som A100 selges for HK$150 000 ($19 150) per stykk, omtrent dobbelt s\u00e5 mye som den typiske markedsverdien.\u00a0<\/span><\/p>\n

\"\"
SEG Skyscraper i Shenzhen huser SEG Electronics Market, der du kan finne A100-brikker, if\u00f8lge Reuters. kilde: Wikimedia Commons<\/a>.<\/figcaption><\/figure>\n

Ivan Lau, medgrunnlegger av Pantheon Lab i Hong Kong, <\/span>fortalte Reuters<\/span><\/a>\"Vi snakker med to leverand\u00f8rer n\u00e5 for \u00e5 f\u00e5 tak i noen\", \"De sa rett ut at det ikke vil v\u00e6re noen garanti eller support.\" Lau var p\u00e5 utkikk etter to til fire brikker for \u00e5 drive selskapets nyeste AI-modeller.\u00a0<\/span><\/p>\n

Leverand\u00f8rer som \u00f8nsket \u00e5 v\u00e6re anonyme, avsl\u00f8rte til Reuters at de enkelt kunne skaffe A100-brikker, som ikke er ulovlige \u00e5 kj\u00f8pe eller selge - bare vanskelige \u00e5 f\u00e5 tak i. Ettersp\u00f8rselen er der, s\u00e5 det er ikke overraskende at smarte selgere utnytter situasjonen.\u00a0<\/span><\/p>\n

Hva har Nvidia \u00e5 si om det?<\/span><\/h2>\n

Da Nvidia ble informert om dette svarteb\u00f8rsmarkedet, sa de til Reuters: \"Hvis vi mottar informasjon om at en kunde bryter avtalen med oss og eksporterer produkter som er underlagt restriksjoner i strid med loven, vil vi iverksette umiddelbare og passende tiltak.\"<\/span><\/p>\n

Kinesiske leverand\u00f8rer fortsetter imidlertid \u00e5 finne chips, blant annet ved \u00e5 kj\u00f8pe overskuddslagre fra store amerikanske selskaper eller importere gjennom selskaper basert i India, Taiwan og Singapore.\u00a0<\/span><\/p>\n

En elektronikknettside er hjemsted for 40 selgere av A100-brikker, som er eldre enn den nye H100-brikken, men fortsatt kraftigere enn A800 og H800, som Nvidia har utviklet spesielt for det kinesiske markedet. <\/span><\/p>\n

Chips er ogs\u00e5 oppf\u00f8rt p\u00e5 Xiaohongshu, som ligner p\u00e5 Instagram, og Douyin, den kinesiske versjonen av TikTok.<\/span><\/p>\n

\"\"
Siden Nvidia lanserte H100-brikken, er flere A100-er tilgjengelige for det svarte markedet. Kilde: Nvidia<\/a>.<\/figcaption><\/figure>\n

Ettersp\u00f8rselen etter avanserte brikker er eksepsjonelt h\u00f8y, s\u00e6rlig ettersom Kina fortsetter \u00e5 satse p\u00e5 kunstig intelligens.<\/span><\/p>\n

Det har seg slik at Nvidia har alle essene i ermet - Kina har fortsatt til gode \u00e5 utvikle sin egen konkurransedyktige high-end AI-produksjonsindustri - men det har de planer om \u00e5 endre p\u00e5 i l\u00f8pet av de neste 2 til 5 \u00e5rene<\/a>.\u00a0<\/span><\/p>\n

En analytiker fra Shanghai-baserte 86Research antydet at USA ikke er altfor bekymret for sm\u00e5skalatransaksjoner med disse brikkene, ettersom de hovedsakelig brukes av nystartede selskaper og sm\u00e5 og mellomstore bedrifter. \"Bare hvis\/n\u00e5r Kina utgj\u00f8r en st\u00f8rre trussel etter at landet har innhentet mye av det tapte, vil vi se en strengere h\u00e5ndhevelse.\"<\/span><\/p>\n

Selv om store AI-modeller som ChatGPT krever tusenvis av slike brikker, kan du fortsatt kj\u00f8re kraftige modeller p\u00e5 en h\u00e5ndfull.<\/p>\n

Etter hvert som AI blir slankere og mer effektiv, vil selskapene f\u00e5 mer ut av sine svarteb\u00f8rsbrikker. Det eneste som kan hindre dette, er at Kina utvikler sin egen avanserte AI-maskinvare.<\/p>","protected":false},"excerpt":{"rendered":"

P\u00e5g\u00e5ende sanksjoner og handelskonflikter mellom USA og Kina har f\u00f8rt til mangel p\u00e5 avansert AI-teknologi, for eksempel Nvidias A100- og H100-brikker. Dette har skapt et uvanlig svart marked. Nvidia er den ubestridte verdensmesteren n\u00e5r det gjelder AI-klar maskinvare. Flaggskipbrikkene deres, A100 og H100, er i en klasse for seg - alle vil ha dem - inkludert kinesiske teknologiselskaper som er villige til \u00e5 kj\u00f8pe fra et svart marked i stadig utvikling. Kina er avhengig av import av avansert teknologi fra selskaper som Nvidia, som omsatte for $7 milliarder kroner i Kina i 2022. I slutten av 2022 ble det amerikanske regelverket<\/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\/nb\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/\" \/>\n<meta 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