美國政府禁止 NVIDIA 將高階顯卡輸出到中國與俄羅斯

Hacker News 首頁上看到「US Government Bans Export of Nvidia A100 and H100 GPUs to China and Russia (sec.gov)」這篇,是 NVIDIA 發出了 Form 8-K,說明美國政府禁止 A100 與 H100 或是更高階 (更快) 的卡以及產品輸出到中國 (包括香港) 與俄羅斯:「nvda-20220826.htm」。

先是指出 A100、H100 以及 A100X (Ampere) 被管制:

On August 26, 2022, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits. DGX or any other systems which incorporate A100 or H100 integrated circuits and the A100X are also covered by the new license requirement.

另外是禁止新產品的部份,效能與 A100 相等或是更好的卡也被禁止輸出,除非有取得授權:

The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.

然後有提到軍事相關考量:

A license is required to export technology to support or develop covered products. The USG indicated that the new license requirement will address the risk that the covered products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia. The Company does not sell products to customers in Russia.

有看到一些報導指出 AMD 也有收到類似的禁令 (畢竟也是個顯卡大廠),但在「SEC Filings」這邊沒看到...

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