Nvidia, AMD to win market share in China as US eases export curbs
Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200.
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The Star
9 hours ago
- The Star
Trump administration issues plan to limit AI exports to China
The White House on Wednesday released proposals to restrict exports of American AI equipment and limit the spread of Chinese AI models as part of a sweeping plan to shape the rules governing the fast-moving technology. The 28-page AI Action Plan marks US President Donald Trump's administration's first comprehensive strategy on the topic and comes as national security hawks have raised concerns that superior American chips may reach China – including through third countries – and advance its AI and military development. Under the plan, the US Commerce Department will lead an effort to develop new export controls on chipmaking components to close 'loopholes' in current restrictions that now focus on major systems. The department will also lead efforts to increase the monitoring of exported US chip end users and to explore using new chip location verification features to keep them out of 'countries of concern' – a term often used to refer to China, Iran, North Korea and Russia, among others. The plan also directs the Defence and Commerce departments to coordinate with allies on adopting US export controls and to prohibit American adversaries from being involved in their defence supply chains. 'Artificial intelligence is a revolutionary technology with the potential to transform the global economy and alter the balance of power in the world,' White House AI tsar David Sacks said in a written statement. 'To win the AI race, the US must lead in innovation, infrastructure, and global partnerships ... This Action Plan provides a road map for doing that,' he added. The Trump administration decision last week to allow American chipmaker Nvidia to sell its H20 chips to China reinvigorated furious debate about how to extend the US technological lead without compromising national security. That came months after the administration revoked a rule put in place under former President Joe Biden that limited how much US AI computing capability certain countries could access through imported US chips. American AI companies face increased competition from such Chinese rivals as Hangzhou-based DeepSeek, which sent global shock waves earlier this year when it released powerful AI models built far more cheaply than many had thought possible. Trump has previously warned of China's potential to surpass the US in the race for AI dominance. Speaking about the White House plan at an AI summit on Wednesday, Trump said he wants to make the US an 'AI export powerhouse' while maintaining 'necessary protections for our national security'. Commerce Secretary Howard Lutnick and Secretary of State Marco Rubio 'will work to rapidly expand American AI exports of all kinds, from chips to software to data storage', he said, before signing executive orders to fast-track AI development and promote exports. Ryan Fedasiuk, a former technology policy advisor in the State Department's Office of China Coordination, said that taken together, the export control proposals 'thread a difficult needle' in the lead-up to US-China trade talks in Stockholm next week. 'They tighten technology controls without risking an existential blow to the provisional trade deal struck in London, and they focus on enforcement gaps rather than adding sweeping new restrictions,' he said. The real impact of the plan will depend 'entirely' on its execution, Fedasiuk added. 'Allied coordination is where the rubber meets the road. Export controls only work if they're multilateral, and we've seen too many cases where US restrictions just pushed business to Dutch or Japanese competitors.' The new administration blueprint also makes several recommendations focused on countering the spread of Chinese models. To ensure 'that free speech flourishes in the era of AI', the Commerce Department is to evaluate advanced Chinese AI models for alignment with Communist Party talking points and censorship practices. Along with the US State Department, Commerce will lead a campaign to 'vigorously advocate' for international AI governance approaches that 'counter Chinese influence' at diplomatic and standard-setting bodies. Too many existing efforts 'have advocated for burdensome regulations, vague 'codes of conduct' that promote cultural agendas that do not align with American values, or have been influenced by Chinese companies attempting to shape standards for facial recognition and surveillance', the plan said. The two departments will also lead a new initiative to share technology protection measures, including measures in basic research and higher education, with allies and partners. To promote the use of American AI technology rather than that of adversaries, the Commerce Department will gather industry proposals for 'full-stack AI export packages' – bundled systems that include AI hardware, software, and related services intended for export. In recent years, the US has pushed its European and Asian allies to stop exports of advanced chipmaking equipment to China. Wednesday's document carries a thinly veiled threat to allies, warning that failure to align with US export controls could trigger punitive trade measures through secondary tariffs. - SOUTH CHINA MORNING POST
The Sun
10 hours ago
- The Sun
China proposes global AI cooperation body amid US tech rivalry
SHANGHAI: China said on Saturday it wanted to create an organisation to foster global cooperation on artificial intelligence, positioning itself as an alternative to the U.S. as the two vie for influence over the transformative technology. China wants to help coordinate global efforts to regulate fast-evolving AI technology and share the country's advances, Premier Li Qiang told the annual World Artificial Intelligence Conference in Shanghai. President Donald Trump's administration on Wednesday released an AI blueprint aiming to vastly expand U.S. AI exports to allies in a bid to maintain the American edge over China in the critical technology. Li did not name the United States but appeared to refer to Washington's efforts to stymie China's advances in AI, warning that the technology risked becoming the 'exclusive game' of a few countries and companies. China wants AI to be openly shared and for all countries and companies to have equal rights to use it, Li said, adding that Beijing was willing to share its development experience and products with other countries, particularly the 'Global South'. The Global South refers to developing, emerging or lower-income countries, mostly in the southern hemisphere. How to regulate AI's growing risks was another concern, Li said, adding that bottlenecks included an insufficient supply of AI chips and restrictions on talent exchange. 'Overall global AI governance is still fragmented. Countries have great differences particularly in terms of areas such as regulatory concepts, institutional rules,' he said. 'We should strengthen coordination to form a global AI governance framework that has broad consensus as soon as possible.' SHANGHAI HEADQUARTERS The three-day Shanghai conference brings together industry leaders and policymakers at a time of escalating technological competition between China and the United States - the world's two largest economies - with AI emerging as a key battleground. Washington has imposed export restrictions on advanced technology to China, including the most high-end AI chips made by companies such as Nvidia and chipmaking equipment, citing concerns that the technology could enhance China's military capabilities. Despite these restrictions, China has continued making AI breakthroughs that have drawn close scrutiny from U.S. officials. China's Vice Foreign Minister Ma Zhaoxu told a roundtable of representatives from over 30 countries, including Russia, South Africa, Qatar, South Korea and Germany, that China wanted the organisation to promote pragmatic cooperation in AI and was considering putting its headquarters in Shanghai. The foreign ministry released online an action plan for global AI governance, inviting governments, international organisations, enterprises and research institutions to work together and promote international exchanges including through a cross-border open source community. The government-sponsored AI conference typically attracts major industry players, government officials, researchers and investors. Saturday's speakers included Anne Bouverot, the French president's special envoy for AI, computer scientist Geoffrey Hinton, known as 'the Godfather of AI', and former Google CEO Eric Schmidt. Tesla CEO Elon Musk, who has in past years regularly appeared at the opening ceremony in person or by video, did not speak this year. Besides forums, the conference features exhibitions where companies demonstrate their latest innovations. This year, more than 800 companies are participating, showcasing more than 3,000 high-tech products, 40 large language models, 50 AI-powered devices and 60 intelligent robots, according to organisers. The exhibition features predominantly Chinese companies, including tech giants Huawei and Alibaba and startups such as humanoid robot maker Unitree. Western participants include Tesla, Alphabet and Amazon. - Reuters
Malay Mail
14 hours ago
- Malay Mail
Intel posts higher revenue, cites cost cuts and layoffs
SAN FRANCISCO, July 26 — Intel on Thursday posted quarterly revenue that topped market expectations, saying it has cut about 15 per cent of its workforce to be 'more agile.' The US chip maker also said it 'will no longer move forward' with projects in Germany and Poland as part of a push to save billions of dollars. The struggling chip maker's earnings report came as rivals specialising in graphics processing units (GPUs) for artificial intelligence thrive due to rapid adoption of the technology. Intel is one of Silicon Valley's most iconic companies, but its fortunes have been eclipsed by Asian powerhouses TSMC and Samsung, which dominate the made-to-order semiconductor business. The company was also caught by surprise with the emergence of Nvidia as the world's preeminent AI chip provider. Intel's niche has been in chips used in traditional computing processes, steadily being eclipsed by the AI revolution. Intel reported US$12.9 billion (RM54.5 billion) in sales in the recently ended quarter, topping forecasts, but logged a US$2.9 billion loss that included US$1.9 billion in restructuring charges. 'Intel has completed the majority of the planned headcount actions it announced last quarter to reduce its core workforce by approximately 15 per cent,' the company said in an earnings release. 'These changes are designed to create a faster-moving, flatter and more agile organisation.' Intel shares were down slightly in after-hours trades that followed the release of the earnings figures. Intel chief executive Lip-Bu Tan took the helm in March, announcing layoffs as White House tariffs and export restrictions muddied the market. Malaysia-born tech industry veteran Tan has said it 'won't be easy' to overcome challenges faced by the company. — AFP
