- I-US iqala ukukhipha amalayisense okuthunyelwa kwe-H20 eChina, ngemuva nje komhlangano phakathi kukaJensen Huang noDonald Trump.
- UNvidia wayexwayise ngokuthi kungenzeka kunqanyulwe amaRandi ayizigidi eziyizinkulungwane ezingu-5.500 kuya ku-$8.000 billion; I-H20 ilethe amaRandi ayizigidi eziyizinkulungwane ezingu-4.600 ku-Q1, kanti i-China ibalwa ku-12,5%.
- I-China ifuna ubufakazi bokuthi ayikho i-backdoors; I-Nvidia iphika i-backdoors nezici zokuvala ukude.
- Amanye ama-chip e-AI athuthukile ahlala evinjelwe; imininingwane yamalayisense, amakhasimende, namanani okuthunyelwayo asazodalulwa.
I-United States yenze kwasebenza ukunikezwa kwe amalayisensi okuthekelisa we-H20 chip ibheke eChina, okuzovumela uNvidia ukuthi aqale kabusha ukuthunyelwa e-Asian giant. Lokhu kudlula Umnyango Wezohwebo iza ngokushesha ngemva komhlangano phakathi kwe-CEO uJensen Huang kanye Donald Trump eWhite House, nakuba okuqukethwe kwaleyo ngxoxo kungadalulwanga.
El H20 yakhiwe ngokukhethekile ukuze ilingane ne izilawuli zokuthekelisa yama-semiconductors athuthukile asungulwa ngesikhathi sokuphatha i-Biden. Ukuphazamiseka kokuthengisa kube nomthelela omkhulu enkampanini: bekukhulunywa ngakho $4.500 billion ekuthengisweni okulahlekile ngekota, ngaphezu kwezixwayiso ze-a ukunqanyulwa okungafika ku-8.000 billionEsitezi se-parquet, ukuphakanyiswa kwezithiyo kubangele a ukubuyisela kabusha okungaphezu kuka-4% enanini lezabelo kanye nezibikezelo ezintsha ze-bullish ezivela kumafemu amaningana.
Ukubuyela kwe-H20 emakethe yaseShayina: ukuthi ilayisensi ihlanganisa ini
Okwamanje, iWashington ayizange inemininingwane mangaki amalayisensi zikhishiwe, noma yini Amakhasimende aseShayina ama-chips awakwazi ukuthunyelwa noma inani eliphelele lokuthunyelwa. Ngokuhambisanayo, ukuthunyelwa kwamanye amazwe AI chips eziphambili I-Nvidia isalokhu ilinganiselwe ngenhloso eshiwo yokunciphisa intuthuko ukuzivikela kanye nobuhlakani bokwenziwa eBeijing.
Ukulandelana kwezikhathi kwakamuva kuye kwashintshashintsha ikakhulukazi: the Ukuphathwa kukaTrump kuvinjelwe Ukuthengiswa kwe-H20 ngo-Ephreli futhi isilinganiso sasi ihlehlisiwe ngoJulayiLe processor yashintshwa nguNvidia ukuze ihlangabezane nezidingo ze- izilawuli endaweni ngaphansi kwe-Biden, okusala kuyinketho esebenza ngokusemthethweni yemakethe yaseShayina.
Ngasohlangothini lwezezimali, uNvidia waze wayoxwayisa ukuthi imikhawulo ingaholela ekutheni a $8.000 billion ukusika engxenyeni kaJulayi. Phambilini ibilinganise umthelela we Izigidi ezingu-5.500, isibalo esalungiswa kamuva ngokusekelwe ku- ukusetshenziswa kabusha kwempahla ekuqaleni ibihlelelwe i-H20.
Ngewindi elisha le-China, i-H20 isivele ikhombise ukudonsa: e ikota yokuqala yonyaka wezi-2025 ubulili Ama-dollar ayi-4.600 ekuthengisweni, futhi I-China inikele ngo-12,5% yemali engenayo yomhlaba. Nokho, uNvidia uyaxwayisa ngalokho ubuholi bungase buhlupheke uma ilahlekelwa isabelo semakethe kwizimbangi zendawo ezifana I-Huawei Technologies.
Imakethe iqaphele ukushintsha kokulawula: ngemuva kokuvula ingxenye, amasheya akhuphuke ngaphezu kuka-4% kanye nezindlu eziningana zokuhlaziya eziphakamisile izibikezelo, ezinezimo ezicatshangwayo imali engenayo ngekota isondele ku-8.000 billion ngasekupheleni kuka-2026, okuxhunyaniswe nokujwayelekile kwesiteshi saseShayina.
Izimfuno zokuphepha eChina kanye nempendulo kaNvidia
El I-China Cyberspace Surveillance Agency ubize uNvidia ngoJulayi 31 ukuze acacise ukuthi i-H20 ihlanganisa a hardware backdoor eyenza imisebenzi efana ukuvala isilawuli kudeEmkhakheni wezindaba, i-akhawunti ye-Yuyuan Tantian (exhumene nenethiwekhi ye-CCTV ephethwe uhulumeni) ibuze i-H20. Angeke athuthuke ngokobuchwepheshe noma abe nobungane bemvelo., ngaphezu kwesixwayiso mayelana nezingozi ezingaba khona zokuvikeleka ku-inthanethi.
I-Nvidia ikunqabele ngokuphelele ukuthi imikhiqizo yayo ihlanganisa "backdoors" noma "bulala amaswishi", egcizelela ukuthi Azikho izindlela zokufinyelela noma zokulawula ukude kula chips. Inkampani ayizange iphendule ngokushesha ezicelweni zokuphawula, kodwa iphinde yasho esidlangalaleni ukuma kwayo ngokumelene nokuhlanganisa amakhono anjalo.
Emgqeni ofanayo wokucindezela, i Kwabantu Daily ucele inkampani “ubufakazi obuqinisekisayo” ukususa ukungabaza kwabasebenzisi neziphathimandla e-China futhi usize ukubuyisela ukuzethemba kwemakethe mayelana ne-H20.
Inkulumo-mpikiswano idlula izinga lobuchwepheshe. Ochwepheshe abaningana bezokuphepha bakholelwa ukuthi ukuqalisa kabusha ukuthengisa kungenzeka ukuqinisa amakhono ezempi kanye nezobuchwepheshe eChina. Ngakolunye uhlangothi, U-Nvidia usiza ukubungaza ukuthi ukuqinisa imikhawulo kuzokhuthaza kuphela ukuthuthukiswa kwe ezinye izindlela zendawo futhi izosheshisa ukuzimela kwezobuchwepheshe kwezwe lase-Asia.
Ukubuyiselwa kwe H20 emakethe yaseShayina Lokhu kuza ngesikhathi lapho, naphezu kwemikhawulo, ukuthengisa kukhombisa izimpawu ezicacile zokululama, futhi inkampani ngasikhathi sinye ibhekene nezinselelo zokuphepha nokuthembela eBeijing. Ukuvela kwalesi simo kuzonquma ibhalansi phakathi kwemikhawulo yokulawula namathuba okuhweba e-Nvidia engxenyeni yesibili ka-2025.
