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外媒:管制芯片,阻止不了中国AI

Core Viewpoint - Despite U.S. export controls on Nvidia's H20 chips, China continues to make significant advancements in artificial intelligence, suggesting that such restrictions may hinder U.S. economic and technological leadership instead [2][4]. Group 1: Export Controls and AI Development - Nvidia's social media statement emphasizes that the H20 export controls have not slowed down China's AI development but have instead stifled U.S. economic and technological leadership [4]. - Aaron Ginn argues that the U.S. government's approach to doubling down on failed GPU export controls is ineffective, as China has continued to progress in AI technology despite these restrictions [4][5]. - In the last three months alone, Chinese companies have reportedly "purchased" Nvidia AI GPUs worth $1 billion, indicating strong demand for advanced semiconductors [4]. Group 2: Importance of Software and Integration - Ginn highlights that Nvidia's CUDA platform, which includes programming models and AI toolkits, is more critical than its high-end chips, making it difficult for Chinese competitors to replicate [5]. - The comparison is made between Nvidia and companies like Apple, where the value lies in the software stack and integrated design rather than just hardware [5]. - The misconception between purchasing semiconductors and manufacturing them is criticized, illustrating that owning a gaming console does not equate to being a game developer [5]. Group 3: Critique of U.S. AI Policies - Ginn criticizes former President Biden's AI diffusion rules for conflating developed and developing countries, which could have adverse effects on U.S. interests [5]. - Nvidia's CEO Jensen Huang shares a similar stance on export controls, advocating for more proactive measures rather than merely blocking competitors from accessing U.S. technology [5]. - Some experts argue that maintaining AI export bans is essential for the U.S. to establish a strong position in the global AI chip market [5].