Posted by z3d in ArtInt

China was recently hit by major restrictions for AI hardware by the US Government. As per the new regulations, several GPU vendors such as NVIDIA, AMD & Intel are now blocked from selling specific AI chips to China. The ban on NVIDIA GPUs has been the worst with even consumer-centric Geforce RTX 4090 cards being forced out of mainland China due to its high compute capabilities.

Prior to the ban which went into effect a few days ago, NVIDIA was reported to have prioritized a large chunk of AD102 GPUs and GeForce RTX 4090 graphics cards from its AIB partners to China. This prioritization might've been one reason why the RTX 4090 is now in short supply in the rest of the world and the card is currently hitting over $2000 US pricing. Not only that but Chinese giants in the AI field had also amassed a large stockpile of NVIDIA GPUs that could power generations of their AI models.

Now an insider from the Chinese Baidu Forums has revealed that specialized factories are being formed all across China that are receiving these GeForce RTX 4090 shipments (sent prior to the ban). [...] You see, the rising prices for the NVIDIA GeForce RTX 4090 GPUs have made it out of reach for even the high-end gaming segment with prices close to $10,000 US per piece but there's one market that is hungering for these cards and that's China's domestic AI segment.

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