DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Security & Risk, AMD
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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US introduces 25 percent export tariff on chips “important” to nation's technology policies
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
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US authorities tracking AI chip shipments to stop them being diverted to China – report
Trackers have been attached to shipments of Dell and Supermicro servers, sources claim
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Trump originally wanted 20% cut of revenues from Chinese sales of Nvidia’s “obsolete” H20 chips
Nvidia CEO Jensen Huang met with Trump to negotiate the figure down to 15 percent
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Nvidia and AMD agree to pay US gov’t 15% of China chip sales in order to obtain export licenses - report
Deal was struck by the parties last week
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AMD to resume shipments of Instinct MI308 chips to China following Department of Commerce approval
Follows news that Nvidia will be allowed to export its H20 chips to China
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China imported $40bn worth of chip making tools in 2023
Figures show China is shifting focus towards domestic chip production as import bans ramp up
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Nvidia says US blocked it from exporting best GPUs to China, will cost it $400m a quarter
AMD also can't send its top GPUs
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Intel and AMD halt chip sales to Russia, TSMC joins in on sanctions
Cutting Russia off from the latest chips
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Major Intel CPU security flaw found, fix may cut performance
Cloud companies rush to remediate, but the true impact on customers remains unknown