Capital de TokensChina can use advanced chips without importing them directly
Watch on YouTube Besides, chips are not gold bars. An AI accelerator usually travels as part of a server, along with memory, networking, storage, cooling, and software. The visible buyer may be a cloud company in Singapore, Malaysia, or Thailand. The computing power can then be rented remotely to another company. A
Besides, chips are not gold bars. An AI accelerator usually travels as part of a server, along with memory, networking, storage, cooling, and software. The visible buyer may be a cloud company in Singapore, Malaysia, or Thailand. The computing power can then be rented remotely to another company. The chip does not even have to cross into China to serve a Chinese customer. And that is one of the key points the public debate often misses. Export policy was created with the movement of physical objects in mind. AI turns the decisive product into computing capacity available remotely. If a company in China accesses thousands of GPUs installed in another country, the physical border remains in place, but the technological barrier becomes much more porous.
Full episode: https://youtu.be/hJ8yzVNc5NI
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