Hacker News with Generative AI: Export Controls

China Export Controls Whack AMD Datacenter GPU Business (nextplatform.com)
As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. These controls did not affect AMD’s first quarter financial results announced this week, but the controls have removed $1.5 billion of revenue from AMD’s 2025 and $700 million of that will come out of the hide of its second quarter.
China, Export Controls, AMD, Datacenter GPUs, Revenue
5 points by giuliomagnifico 13 days ago | 0 comments
US Government imposes license requirement on Nvidia H20 exports (techcrunch.com)
Semiconductor giant Nvidia is facing unexpected new U.S. export controls on its H20 chips.
Nvidia, US Government, Export Controls, Semiconductor Industry, Technology
13 points by PaulHoule 33 days ago | 4 comments
Nvidia, Export Controls and the Trump Team's Art of Trading on Insider Knowledge (dataandpolitics.net)
A perfectly timed Nvidia put trade preceded Trump’s export controls by hours—and paid off by over 600%. In a month already shadowed by suspicious options activity, this one raises new questions.
Nvidia, Politics, Trading, Insider Knowledge, Export Controls
3 points by mdp2021 38 days ago | 1 comments
Anthropic's CEO says DeepSeek shows US export rules are working (techcrunch.com)
In an essay on Wednesday, Dario Amodei, the CEO of Anthropic, weighed in on the debate over whether Chinese AI company DeepSeek’s success implies that U.S. export controls on AI chips aren’t working.
Artificial Intelligence, Export Controls, China
42 points by pseudolus 114 days ago | 23 comments
On DeepSeek and export controls (darioamodei.com)
A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company, has managed to — at least in some respects — come close to the performance of US frontier AI models at lower cost.
Artificial Intelligence, China, Technology, Export Controls
150 points by jrmyphlmn 114 days ago | 173 comments
Framework for Artificial Intelligence Diffusion (federalregister.gov)
With this interim final rule, the Commerce Department's Bureau of Industry and Security (BIS) revises the Export Administration Regulations' (EAR) controls on advanced computing integrated circuits (ICs) and adds a new control on artificial intelligence (AI) model weights for certain advanced closed-weight dual-use AI models.
Artificial Intelligence, Government Regulations, Technology, Export Controls
154 points by chriskanan 127 days ago | 130 comments
Dutch Align with US Export Controls on Some ASML Chip Tools (bloomberg.com)
The Netherlands tightened export control rules to make ASML Holding NV apply for licenses with the Dutch government instead of Washington for some of its tools.
International Relations, Semiconductor Industry, Export Controls, Netherlands, Trade Policy
106 points by ksec 127 days ago | 245 comments