White House · Nvidia · China · Compute · Strategy · CNBC Technology
The U.S. banned Nvidia's best chips from going to China
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Nvidia's effective monopoly over the most powerful chips has made U.S. export controls a key tool in Washington's effort to preserve its advantage over China in the AI race.
Key facts
- Real estate company JLL estimates that global data center capacity could roughly double to 200GW by 2030
- There are 31 planned 100MW+ data centers across Malaysia, Indonesia and Thailand, compared to two today, according to data compiled by DC Byte
- The Bureau of Industry and Security (BIS) could push through a rule quickly, possibly in a "matter of days" with White House support, said King
- Cassia King, senior researcher on the Compute Policy team at the Institute for AI Policy and Strategy, told CNBC that Moonshot's reported access to compute through a Thai facility was legal "so long
Summary
But despite U.S. restrictions on exporting the company's most advanced semiconductors, including GB300s, several Chinese firms have reportedly been able to access the chips' compute power via data centers in Southeast Asia. Less than a week after Moonshot AI released a new model in July, White House official Michael Kratsios accused the company of using Nvidia's GB300 chips via a facility in Thailand. Moonshot's Kimi K3 is one of a wave of new Chinese AI models that have made leaps in performance in recent months, as the race for AI supremacy between Washington and Beijing intensifies. Industry watchers say access to advanced compute via overseas cloud providers is a key factor in Chinese AI models gaining capability.