The measure is aimed at China, but it will affect everyone in the east and south.
In the recent period, the United States has greatly increased the strictness with regard to the export of modern and high-performance AI accelerators, so that China does not get access to them, but the Biden administration will not leave without a thank you, because they have introduced a much harsher restriction than before, which practically and the southern half is doing very badly.
According to the new classification system, the USA will divide the countries into three groups. The first group includes the strongest allies of the United States, including Canada, the western and northern half of Europe, Australia, South Korea, Japan and Taiwan. These countries can still purchase individual products and technologies without restrictions, so they can develop their AI infrastructures without interruption.
In contrast to the above, in the worst third group there are countries that are considered the most hostile, including Russia, China, the Middle East region and part of Africa, which countries will receive serious restrictions, specifically their situation will worsen, because they will face even more strictness than now.
Between the two extremes is the second group, which represents the rest of the countries on Earth, and this is a very special direction, since basically the countries listed here have access to the technologies that the first group can access, but at the same time they are given a quota, which determines that in total how many dedicated accelerators for AI workflows they can have within the critical AI infrastructure. With this, the USA wants to prevent the countries belonging to the second group from supplying hardware to China and Russia, because if they do so, they will harm their own competitiveness in the market in question.
In addition, the default quota for everyone is fifty thousand AI accelerators. This is the maximum amount that the countries of the second group can order, and it does not count as much at all. For this reason, the USA will give the opportunity to increase the quota, but each country will have to apply for this separately. The increase will certainly be determined by what the United States sees in relation to the reliability of that country, whether they see it passing the technology to the third group countries or not.
By the way, industry players generally consider the current step of the Biden administration to be a wrong decision, and the companies’ fear is justified, because many countries are subject to some kind of restriction, which can greatly reduce the amount of AI accelerators that can be delivered. The NATO member countries belonging to the second group did not welcome the news either, including Poland, Lithuania and Estonia.
Source: prohardver.hu
