Sam Winter-Levy
Last week, U.S. chip designer Nvidia announced that it would resume sales of one of its best-selling artificial intelligence chips to China after obtaining the go-ahead from the U.S. government. In April, the Trump administration had blocked exports of the chip, known as the H20, but after months of lobbying from Nvidia CEO Jensen Huang, it has reportedly agreed to lift the ban. Some Trump officials have described the move as a part of the recent trade truce between the United States and China, through which China agreed to resume exports of rare-earth minerals. Beijing has described it as a unilateral concession by Washington.
Whatever the true sequence of events, the move has huge implications for both the future of the Chinese artificial intelligence (AI) industry and the Trump administration’s ability to control advanced technology sales to China in the future. Right as powerful AI reasoning systems are emerging, the administration has chosen to allow companies to sell China the AI chips suited to running them. And by linking, at least rhetorically, chip sales to the trade talks—talks in which the United States has shown a striking desperation to reach a deal—U.S. officials have revealed to their Chinese counterparts that national security policies that were once off the table are now up for negotiation. In doing so, they may have hamstrung their ability to impose new chip export controls without reigniting a losing trade war.
No comments:
Post a Comment