US Government Halts Exports of NVIDIA and AMD Server GPUs Including H100, A100, MI250 to China and Russia

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This morning, ShanghaiMacro on Twitter showed a document showing that the United States was suspending all shipments of GPUs from NVIDIA and AMD, such as the A100 and H100 to China and Russia. This was considered a rumor at the time, but Reuters confirmed that the US government had created a new licensing requirement for the affected ICs hours ago.

US Government Halts Exports of AMD, NVIDIA Graphics Cards and More to China and Russia in Latest Licensing Agreement

The tweet below from Shanghai Macro Strategist (@ShanghaiMacro on Twitter), shows a document that mentions NVIDIA H100 & A100 Data Center GPUs.

The document has been automatically translated for those who cannot understand the document, which is displayed below.

AMD informed that it received an urgent notification from headquarters:

1. Suspend shipment of all MI100 and MI200 data center GPU cards in China,

2. Count MI100 shipments in China,

3. Count the list of customers who have shipped the MI200 to China and […] Goods

[…] AMD Analysis may be that the US government wants to restrict sales of high performance GPU cards in China, especially double precision high performance cards for Chinese HPC.

Latest information from NVIDIA this afternoon:

1. NVIDIA China received a request from headquarters: to suspend the shipment of A100 and H100 GPU cards from the data center to all customers and agents in China, and other GPU cards will not be affected,

2. Existing stock A100 GPU cards from each server OEM can continue to ship to their respective industry customers, and NVIDIA China has not issued any OEMs at this time.

3. NVIDIA Headquarters is still analyzing US government policy requirements, and it is expected that it will take 2-3 days to communicate with customers and partners in China.

A few hours ago, Twitter account Stock Talk Weekly (@stocktalkweekly on Twitter) confirmed (via Reuters) that the US government has issued a license requirement to stop future exports of A100 and H11 ICs to China and Russia.

Affected products for NVIDIA cover the company’s Tensor Core GPUs (next-generation A100 and H100 chips) that power data centers with artificial intelligence (AI) and high-performance computing (HPC). Relevant IT areas would be cloud computing, data centers, and areas where AI is needed, including advances in science and technology. NVIDIA received the notification on August 26 from the US government

NVIDIA stock ($NVDA) fell 5.1% in late trading, equating to about $400 million in sales for the company and 6.8% in revenue in the fiscal third quarter.

AMD also received new licensing requirements that will prevent it from selling MI250 GPUs, but the company can still continue to ship its older MI100 GPUs. AMD Instinct MI100 chips are also used in research computing as a learning accelerator. The upcoming Frontier supercomputer is powered by AMD’s MI200 and EPYC chips.

Prior to today’s decision, China struggled to create alternatives to various technologies and advancements that the country depended on from the two companies. This move from the country would make them self-sufficient and less dependent on the United States for components. At the same time, American companies have felt government scrutiny in their dealings with China, as the government views the country as a growing security risk.

News sources: Shanfhai Macro on Twitter, Weekly Stock Talk on Twitter

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