“ChinAI #255: Panic buying, speculative booms, and whack-a-mole — what lengths will Chinese companies go to get an NVIDIA A100 chip?” by Jeffrey Ding

Greetings from a world where…

policy is policy and businesses is business [政策是政策，生意是生意]

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Feature Translation: After the Aug 2022/Oct 2023 controls, how are Chinese companies getting high-end AI chips

Context: It's October 20, 2023, and the hottest betting action in Hong Kong (just 60km from the world's top gambling hub in Macau) is on who will get the 300 newly arrived 8-card A100 servers. Total value: 800 million RMB. This is three days after the U.S. extended the scope of export controls on chips to include close substitutes for the NVIDIA A100 (which [...]

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First published:
February 26th, 2024

Source:
https://chinai.substack.com/p/chinai-255-panic-buying-speculative

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