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Key points:
1) The US government orders chip manufacturers $NVIDIA (NVDA.US)$和 $Advanced Micro Devices (AMD.US)$Two major GPU manufacturers have stopped selling some high-performance GPUs to China.
2) The US manufacturers' ban on selling high-performance GPUs to China will not only affect the support of our computing infrastructure, but also impact our internet sector.
Main text
On August 31st, the US government ordered the GPU manufacturers NVIDIA (NVIDIA) and AMD to halt sales of some high-performance GPUs to China.
These four products from NVIDIA and AMD are high-end GPUs with double-precision computing capabilities, mainly used in the field of high-performance computing, including scientific computing, CAE (Computer-Aided Engineering), medical, and other areas.As for NVIDIA, all graphics card products that are more advanced than the A100 computing power will be restricted.
What is the impact of the suspension of sales of these four GPUs in China?
This time, the United States should be restraining China's advanced computing (including supercomputing and intelligent computing).And China's ongoing 'East Number West Calculation' strategy will also be temporarily affected. The 'East Number West Calculation' project is a concept proposed by China in March of this year and will establish national computing hub nodes in 8 regions including Jing-Jin-Ji, the Yangtze River Delta, and the South China Greater Bay Area, and plan to build 10 national...