U.S. greenlighted H20 chips export on its own initiative, China says. Beijing clarifies its deal with Washington didn't include NVIDIA’s 4th-best AI chip, disputing widely-reported comments by U.S. Commerce Secretary Howard Lutnick. pekingnology.com/p/us-greenligh…

people are like 'see this reuters article, china is proposing an international ai gov agency!' after 5 days in shanghai for their world ai conference (waic), i now think china won't lead on agi safety / the usa has to take the lead on this... i talked to a bunch of people in

Cyberspace Administration of China asks Nvidia if the H20 chips sold to China can be remotely turned off via backdoor access, citing unspecified "U.S. experts" as saying so and unspecified U.S. lawmakers' call for Nvidia to incorporate location-determination capabilities.

I told Bloomberg: "Beijing appears to be using regulatory uncertainty to create a captive market sufficiently sized to absorb Huawei’s supply, while still allowing purchases of H20s to meet actual demands, … This signals that domestic alternatives remain inadequate …"

1/ Fascinating drama playing out over the past 24 hours as the very good GAIN AI Act from Senator Jim Banks comes under fire from NVIDIA, which seems happy to shred its credibility for the sake of getting more AI chips into China. 🧵