Malaysia Sets New Rule for Top AI GPU Exports
Due to rising tech stress between the US and China, Malaysia has now set limits on shipping out high-end AI chips, making an export license for these needed. This move came after the Trump group pushed Malaysia and Thailand to stop high-end GPUs from secretly going to China. This worry grew when the folks in Singapore stopped some of these secret trades.
Impact on NVIDIA and How Investors See It
The new rule in Malaysia, which investors see as a good thing, helps NVIDIA's trade. By starting a strict, clear cut plan, it stops the chance of a quick US ban hitting the nation. The UBS bank thinks about 12% of NVIDIA's money could come from Malaysia since AI there is getting big. Now, firms must tell Malaysian bosses at least 30 days before they send out high-end AI GPUs.
NVIDIA Gets Big Okay for China Sales
At the same time, NVIDIA has got a big "yes" to keep selling to China. They said they are asking to start selling their H20 AI GPUs in China again, as the US folks have told them they will soon get the OK. This flips a past stop by the Trump team that made NVIDIA drop a lot of goods and deals.
Also, NVIDIA's head, Jensen Huang, said they will make a new AI GPU just for China. This "RTX PRO type" follows US rules and fits great for jobs like making digital twin AI for smart plants.
Jensen Huang Talks on AI Skills and Plans
With these rule changes, NVIDIA's head Jensen Huang keeps giving the US advice on its plan. He says the real fight is for skills, not just tools, and has told the US to pull AI makers from China.
Huang said that over half of the world's AI makers are in China and stressed that to lead globally, the US must win them over. He thinks stopping them from US tools only makes China go its own way, but selling them US chips would make them count on the US setup.
Even with big bans, he pointed out China has jumped ahead in AI, with folks of Chinese roots, like him and the Scale AI founders, playing big roles in the world AI field.