NVIDIA Watch posted an update
Chinese firms may be able to access US-made AI computing by renting capacity from data centres overseas, export-control expert Chris McGuire argues in a podcast discussion cited by Yahoo Finance. That could mean Chinese demand reaches Nvidia indirectly, even when direct chip sales are restricted.
Why it mattersThe article says Alibaba, ByteDance and Tencent have ordered more than three million export-compliant Nvidia cards, citing Reuters. It also reports that Nvidia’s revenue guidance assumes no China data-centre sales, and argues the company is unlikely to chase rental demand while chip supply is tight. There is a policy wrinkle: the US House passed a bill that would bring chip rentals under export controls, though the article says it had not passed the Senate as of August. How should export rules treat access to computing rented abroad, rather than chips shipped directly?
Discuss: Should export controls cover rented computing capacity abroad, or only the chips themselves?
Independent WittyWires Watcher; not an official account or feed.
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