The Republican government Donald Trump is trying to stop the progress of China In artificial intelligence technology (Ia) preventing companies Americans export Chips To that country, but USA You have everything to lose with these measures, according to experts.
“The country will suffer even more than companies individual, “said the independent analyst, Jack Gold.
For Gold and others experts of the sector, the new Restrictions imposed on American giants manufacturing Chips They constitute a “significant victory” for Beijing.
Lacking semiconductors Americans necessary to develop Technologies of Ia, China You will have no choice but to redouble your efforts to design your own Chips advanced
“Once it becomes competitivewill start selling worldwide. And then it will be very difficult to recover the market once the chain Of supply, “Gold told AFP.” It’s a real waste, “he said.
“This is the fastest way to give in leadership American in microprocessors“Another independent expert of the sector, Rob Enderle, agreed.
The measures immediately caused a stock market fall in the prices of the shares of Nvidia and AMD This week and will cost them billions of dollars.
Nvidiawhich drives the wave of Ia generative with their GPU (graphics cards) of the latest generation, provides an impact of 5.5 billion dollars only for the current quarter.
For its part, AMD announced a loss of 800 million dollars.
– “Art of magic” –
Under the mandate of the Democrat Joe BidenWashington had already regulated the Exports of semiconductors more sophisticated a Chinato preserve the leadership of the American industry and avoid that Beijing will develop certain military applications.
“There is a difference between the export controls and the total blockade that Donald Trump is speaking now”Financial Analyst
The new ones Restrictions especially affect Chips H20, which were specially designed by Nvidia for legal sale in China.
The White House decision is due in particular to the success of the start-up China Deepseekwhich has managed to build models of Ia comparable to those of OpenAI (Chatgpt) and other US leaders, with less sophisticated components and in lower quantity (including H2O).
Donald Trump “He probably thinks that we put the most difficult things to China Already other countries, we will win magically. It makes no sense. “He lamented Jack Gold.
“The correct way to proceed, in my opinion, is to favor the companies Americans, instead of penalizing them “, thus slowing their own investments In research and development, he added.
The executive director of Nvidia, Jensen Huanghas been warning periodically that competition China It is growing rapidly.
During a visit to Beijing On Thursday, Huang told senior officials that he wanted to “continue having a strong presence in China“, a” very important market “for your company.
In 2024, Nvidia generated 17,000 million dollars in sales in Chinawhich represents 13% of its global income.
– “It won’t work” –
The Restrictions They occur in the middle of a war Commercial with strong adjustments Tariff launched by USA hoping to relocate its industrial production, particularly essential electronic components.
According to Trump, the Factories to USA. “It will not work. But let’s say you are right. Building a new foundry costs between 20,000 and 40,000 million dollars, and that takes three to four years. Until then, we are paying rates!” He says Jack Gold.
In a conciliation effort, Jensen Huang said this week that Nvidia will manufacture Chips For supercomputers of Ia completely in USA for the first time.
But USA “It doesn’t have enough at all labour Qualified “For this type of ventures, said Jacob Bourne, an emarketer analyst.
