{"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\/pt\/2023\/08\/biden-curbs-us-tech-investments-in-china-over-security-concerns\/","title":{"rendered":"Biden restringe investimentos tecnol\u00f3gicos dos EUA na China devido a preocupa\u00e7\u00f5es de seguran\u00e7a"},"content":{"rendered":"

O Presidente Joe Biden deu mais um passo no sentido de limitar certos investimentos dos EUA em sectores de alta tecnologia na China, invocando preocupa\u00e7\u00f5es de seguran\u00e7a nacional.\u00a0<\/b><\/p>\n

Este <\/span>nova ordem executiva<\/span><\/a> visa tr\u00eas sectores principais: semicondutores e microeletr\u00f3nica, tecnologias da informa\u00e7\u00e3o qu\u00e2ntica e sistemas de IA.<\/span><\/p>\n

Nos \u00faltimos anos, o governo dos Estados Unidos aplicou v\u00e1rias regulamenta\u00e7\u00f5es para restringir o com\u00e9rcio com a China, seguindo uma pol\u00edtica de 25 anos para garantir que o pa\u00eds permane\u00e7a \"duas gera\u00e7\u00f5es atr\u00e1s\" dos Estados Unidos. <\/span><\/p>\n

Em outubro, a administra\u00e7\u00e3o Biden limitou a exporta\u00e7\u00e3o de chips GPU de IA topo de gama, numa tentativa de manter os EUA na vanguarda da IA generativa.\u00a0<\/span><\/p>\n

No entanto, estas ordens executivas nem sempre produzem o efeito desejado. Por exemplo, em agosto de 2022, um relat\u00f3rio do <\/span>O Registo<\/span><\/a> constatou que cerca de 94% de exporta\u00e7\u00f5es para a China receberam luz verde apesar das restri\u00e7\u00f5es.\u00a0<\/span><\/p>\n

A \u00faltima ordem de Biden acelerou as discuss\u00f5es em torno do futuro do investimento dos EUA \"em tecnologias e produtos sens\u00edveis essenciais para as capacidades militares, de informa\u00e7\u00e3o, de vigil\u00e2ncia ou cibern\u00e9ticas\".<\/span><\/p>\n

Estas \u00faltimas regulamenta\u00e7\u00f5es dizem respeito principalmente aos investimentos em capitais n\u00e3o abertos \u00e0 subscri\u00e7\u00e3o p\u00fablica, em capital de risco e em empresas comuns. O governo espera ser notificado da maioria dos investimentos abrangidos pela ordem, e certas transac\u00e7\u00f5es ser\u00e3o proibidas.<\/span><\/p>\n

No centro das aten\u00e7\u00f5es da ordem est\u00e3o as empresas chinesas que desenvolvem software de conce\u00e7\u00e3o de chips e ferramentas de fabrico - um dom\u00ednio largamente dominado pelos EUA, Jap\u00e3o e Pa\u00edses Baixos. <\/span><\/p>\n

A China est\u00e1 a fazer press\u00e3o para construir um <\/span>fabrico nacional de pastilhas<\/span><\/a> A ind\u00fastria est\u00e1 a crescer, mas continua a depender quase totalmente das importa\u00e7\u00f5es.\u00a0<\/span><\/p>\n

Consequ\u00eancias pol\u00edticas e econ\u00f3micas<\/span><\/h2>\n

Embora esta medida possa aumentar as tens\u00f5es entre as duas superpot\u00eancias mundiais, os funcion\u00e1rios norte-americanos sublinharam que o principal objetivo consiste em enfrentar os riscos \"mais graves\" para a seguran\u00e7a nacional e n\u00e3o em cortar todas as formas de atividade de exporta\u00e7\u00e3o geradora de receitas.<\/span><\/p>\n

Afinal de contas, a China \u00e9 um grande comprador de tecnologia dos EUA, pelo que os sacrif\u00edcios se estendem em ambas as direc\u00e7\u00f5es.\u00a0<\/span><\/p>\n

O l\u00edder democrata do Senado, Chuck Schumer, <\/span>saudou a decis\u00e3o do Presidente<\/span><\/a>O Presidente do Conselho da UE, Jerzy Buzek, sublinhou a import\u00e2ncia de \"o investimento americano n\u00e3o ir para financiar o avan\u00e7o militar chin\u00eas\".\u00a0<\/span><\/p>\n

Um representante da embaixada chinesa em Washington manifestou o seu desapontamento, sugerindo que as restri\u00e7\u00f5es poder\u00e3o ter um impacto negativo tanto nas empresas chinesas como nas americanas. Liu Pengyu declarou: \"A China acompanhar\u00e1 de perto a situa\u00e7\u00e3o e salvaguardar\u00e1 firmemente os nossos direitos e interesses\".<\/span><\/p>\n

O Minist\u00e9rio do Com\u00e9rcio da China foi mais cr\u00edtico, acusando os EUA de p\u00f4r em risco a ind\u00fastria e as cadeias de abastecimento mundiais. Um porta-voz do minist\u00e9rio salientou que tais ac\u00e7\u00f5es contradizem os princ\u00edpios do mercado livre e da concorr\u00eancia leal que os EUA t\u00eam historicamente apoiado.<\/span><\/p>\n

Emily Benson, do Centro de Estudos Estrat\u00e9gicos e Internacionais (CSIS), prev\u00ea que certos investimentos em IA, especialmente os que se destinam a aplica\u00e7\u00f5es militares, sejam proibidos, sendo que outros investimentos no sector requerem notifica\u00e7\u00e3o governamental.<\/span><\/p>\n

Benson salientou o desafio da administra\u00e7\u00e3o em diferenciar as aplica\u00e7\u00f5es militares e n\u00e3o militares da IA e em definir com exatid\u00e3o a IA.\u00a0<\/span><\/p>\n

Grandes empresas chinesas de tecnologia garantem $5bn em chips Nvidia<\/span><\/h2>\n

As principais empresas chinesas continuam a abastecer-se de chips de alto desempenho da Nvidia.<\/span><\/p>\n

Baidu, ByteDance, Tencent e Alibaba encomendaram $1bn em chips para serem entregues este ano, com mais $4bn a serem entregues em 2024, de acordo com a <\/span>Financial Times<\/span><\/a>. Este n\u00famero inclui cerca de 100 000 chips A800 para entrega este ano.\u00a0<\/span><\/p>\n

O A800 \u00e9 uma GPU modificada, concebida especificamente para o mercado chin\u00eas - essencialmente uma forma enfraquecida dos carros-chefe da Nvidia. Pequenas quantidades de chips H100 e A100 topo de gama est\u00e3o a chegar \u00e0 China e a aparecer numa <\/span>mercado negro florescente<\/span><\/a> onde s\u00e3o vendidos por quase o dobro do pre\u00e7o de retalho.\u00a0<\/span><\/p>\n

Em junho, o diretor financeiro da Nvidia comentou que quaisquer potenciais restri\u00e7\u00f5es \u00e0s exporta\u00e7\u00f5es de chips de IA para a China poderiam levar a \"uma perda permanente de oportunidades para a ind\u00fastria dos EUA\".\u00a0<\/span><\/p>\n

Esta encomenda maci\u00e7a de GPUs pode fornecer \u00e0 ind\u00fastria tecnol\u00f3gica chinesa poder de computa\u00e7\u00e3o suficiente para a manter em funcionamento at\u00e9 que a sua ind\u00fastria nacional de chips entre em a\u00e7\u00e3o.\u00a0<\/span><\/p>\n

A corrida pela supremacia da IA ainda agora come\u00e7ou.\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"

O Presidente Joe Biden deu mais um passo no sentido de limitar certos investimentos dos EUA em sectores de alta tecnologia na China, invocando preocupa\u00e7\u00f5es de seguran\u00e7a nacional. Esta nova ordem executiva visa tr\u00eas sectores principais: semicondutores e microeletr\u00f3nica, tecnologias de informa\u00e7\u00e3o qu\u00e2ntica e sistemas de IA. Nos \u00faltimos anos, o governo dos Estados Unidos aplicou v\u00e1rias regulamenta\u00e7\u00f5es para restringir o com\u00e9rcio com a China, em conformidade com uma pol\u00edtica de 25 anos que visa garantir que o pa\u00eds permane\u00e7a \"duas gera\u00e7\u00f5es atr\u00e1s\" dos Estados Unidos. Em outubro, a administra\u00e7\u00e3o Biden limitou a exporta\u00e7\u00e3o de chips GPU de IA topo de gama, numa tentativa de manter os EUA na vanguarda da IA generativa. Estas ordens executivas n\u00e3o<\/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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