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If Chinese companies are able to just reliably rent the damn GPUs then I really don't see how these restrictions are meant to be effective in the slightest. I g
by sho 2mo ago
If Chinese companies are able to just reliably rent the damn GPUs then I really don't see how these restrictions are meant to be effective in the slightest. I guess it makes it less convenient and supply less certain, and retains some optionality for cutting off supply later?
If Alibaba can't bring the chips into China, but can buy a whole bunch in Thailand or Singapore or whereever (or secure exclusive rights via JV partners where relevant) and then just provide them as a service to its customers in China - what is the point? I'm sure many customers would actually prefer such an arrangement.
- downrightmike 2mo ago"what is the point?" There is no point, just zero-sum thinking which isn't compatible with reality.
- nomel 2mo agoZero-sum thinking that everyone is thinking [1]. [1] https://www.tomshardware.com/tech-industry/artificial-intelligence/china-is-considering-export-controls-on-ai-technologies-including-banning-local-companies-from-using-tsmc-report-claims-restrictions-would-also-advanced-ai-models-training-data-and-overseas-acquisitions https://www.tomshardware.com/tech-industry/artificial-intell...