Fasting developments in the artificial intelligence chips market .. What is it?

According to the conditions, the artificial intelligence disk market saw the recent accelerated developments, including US President Donald Trump’s allowance to sell advanced chips to China. The latter warned his companies not to use certain US connections for safety reasons. What are the benefits and risks of these products the focus of attraction between Washington and Beijing? Park Trump CV export (NVIDIA H20 and AMD MI308) to China, provided 15% of the government’s revenue is paid, and also offers the possibility of delivering a simpler version of the “Blackwell” Chrod to China with a limited 30-50% capacity. This new approach to technical trade has elicited a sharp internal disagreement between those who see it, improve the position of American businesses, and whoever sees that it contributes to enabling Beijing in a way that reduces the technological superiority of Washington. Chinese escalation of safety, at the same time, urged local businesses to avoid H20 processors, especially for government purposes. Over the past few weeks, Chinese authorities have sent notices to a group of companies that discourage them from using the loss semiconductors, according to Bloomberg. The “H20” chip has a less calculation compared to the highest “invitations” products, but the large frequency area of its memory makes it suitable for the stage of inference in the development of artificial intelligence as models get to know the patterns and withdraw conclusions. This has made it a desirable choice by companies such as “Ali Baba Group Holding” and “Tincent Holdings”, at a time when the giant of local chips “Huawei Technologies” to produce adequate amounts of advanced components struggles to meet the needs of the market. These developments are a complicated commercial environment, and come in a complex political and commercial environment imposed by US restrictions, and the exceptional settlements that enable sales resumption in exchange for deduction of a percentage of revenue in favor of Washington. The resale of discs, which stopped the Trump administration last April under the pretext of the protection of national security, reopened a window to ‘Invidia’ and ‘AMD’ in the largest artificial intelligence market outside the United States, but in return increased the cost of ownership on Chinese clients and the competition compared to local alternatives. Nvidia H20 chips depend on the modified hopper to meet the US restrictions, and contains a 96 GB HBM3 memory and a range of about 4 terabyte, with a 296 -site processing capacity. Although performed less than the H100/H200 slice, it provides a clear advantage in managing large language models in the reasons, making them suitable for cloud services dealing with millions of simultaneous requests. The combination of the large memory capacity and the wide range is an important attraction for productive service developers, even if the segment is not the perfect choice for training advanced models. As for the AMD MI308 chips, it depends on the CDNA architecture for the fast computer, after the specifications are adjusted to meet the US export controls. The chip supports HBM3 memory with high arrangement, and maintains performance stability in training and inference. Although it is the lowest performance of the leading (MI300) processors, it is a balance between energy efficiency and treatment capacity, making it a practical option for medium and large workload in woolly computer environments. (MI308) Benefit from an Open Source (ROCM) platform, which gives it a high flexibility in supporting business frameworks such as (Pytorch and Tensorflow), and facilitating their integration with cloud structures. ‘Huawei’ raises its position, in return, ‘Huawei’ raises its location in the Chinese market via the Ascend series, led by (910c/910D), supported by the Cloudmatrix platform that connects hundreds of speeds at the level of databases. The (910c) chip strongly competes in the conclusion with deep integration with “Huawei” software such as (Mindspore), and the ability to easily move models out of environments such as (Pytorch) and (Tensorflow). It received special attention after playing the (Deepseek R1) model on the (910C) prescriptions, in a move aimed at compensating the gap with ‘Inventia’ by expanding the network connection of the slides. Despite the superiority of ‘Invidia’ in terms of performance, Huawei’s consignments of (910c ‘have expanded in the past two quarters, with requests from major internet businesses such as’ Bite Dance’ and ‘Baidu’, in addition to the local telecommunications enterprises, which can return the Chinese market to the Chinese cloud structure. imposed a direct financial burden on the value chain, and analysts expect to go to clients partially.