Citing multiple sources on the 5th (local time), Reuters reported that the Chinese government has issued new guidelines for AI data centers.
Mandating that ‘only domestically produced AI chips be used’ in all new projects invested with national funds.
It was reported that it was done.
According to this
Chinese regulators in recent weeks have ordered data center projects with progress rates below 30% to remove all installed U.S. chips or cancel plans to purchase them.
did it For projects where a significant portion of construction has already been completed, exceptions will be determined through individual review.
These instructions are
China’s most aggressive move yet to completely exclude foreign technology from critical infrastructure
It is evaluated as one of the At the same time, the goal is to become self-reliant in AI semiconductors.
The scope of application of the directive is not yet clear;
Most data centers in China have received some amount of government support.
It is expected to have a significant impact on the overall market.
It happens.
This measure is expected to be a direct hit to Nvidia, AMD, and Intel. In particular, NVIDIA will occupy 95% of China’s AI chip market by 2022.
However, due to US export controls, the current market share is 0%.
fell to
The Chinese government’s decision is seen as a measure that effectively puts an end to Nvidia’s recovery plan for the Chinese market. On the other hand, Chinese AI semiconductor companies such as Huawei, Cambricon, MetaX, Moore Thread, and Inflame benefited.
The guidelines include not only the ‘H20’ chip that NVIDIA can legally sell to China, but also high-performance chips such as ‘B200’ and ‘H200’, whose official sale is prohibited due to US export regulations. Currently, the B200 and H200 are still distributed unofficially in China, but this move will make their use more difficult.
It seems.
The Chinese government will invest more than $100 billion (about 140 trillion won) in AI data center projects after 2021.
did it It is reported that some of these projects were halted before construction began due to this directive. One source said, “
Northwestern data center halted over plans to use Nvidia chips
“He said.
Earlier this year, China advised big tech companies to refrain from purchasing Nvidia chips due to security concerns. In addition, products from American memory company Micron will be banned from critical infrastructure in 2023, creating an opportunity for the company to withdraw from the Chinese server market this year.
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