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China Urges Firms To Avoid Nvidia H20 Chips After Trump Resumes Sales

2 weeks 3 days ago
An anonymous reader quotes a report from Bloomberg: Beijing has urged local companies to avoid using Nvidia's H20 processors, particularly for government-related purposes, complicating the chipmaker's return to China after the Trump administration reversed an effective US ban on such sales. Over the past few weeks, Chinese authorities have sent notices to a range of firms discouraging use of the less-advanced semiconductors, people familiar with the matter said. The guidance was particularly strong against the use of H20s for any government or national security-related work by state enterprises or private companies, said the people, who asked not to be identified because the information is sensitive. The letters didn't, however, constitute an outright ban on H20 use, according to the people. Industry analysts broadly agree that Chinese companies still covet those chips, which perform quite well in certain crucial AI applications. President Donald Trump said Monday that the processor "still has a market" in the Asian country despite also calling it "obsolete." Beijing's stance could limit Trump's ability to turn his export control about-face into a windfall for government coffers, a deal that highlighted his administration's transactional approach to national security policies long treated as nonnegotiable. Still, Chinese companies may not be ready to jump ship to local semiconductors. "Chips from domestic manufacturers are improving dramatically in quality, but they might not be as versatile for specific workloads that China's domestic AI industry hopes to focus on," said Homin Lee, a senior macro strategist at Lombard Odier in Singapore. Lee added that he anticipates "strong" demand for the chips the Trump administration is allowing Nvidia and AMD to sell. Rosenblatt Securities analyst Kevin Cassidy said he doesn't anticipate that Nvidia's processor sales to China will be affected because "Chinese companies are going to want to use the best chips available." Nvidia and AMD's chips are superior to local alternatives, he said. Beijing asked companies about that issue in some of its letters, according to one of the people, posing questions such as why they buy Nvidia H20 chips over local versions, whether that's a necessary choice given domestic options, and whether they've found any security concerns in the Nvidia hardware. The notices coincide with state media reports that cast doubt on the security and reliability of H20 processors. Chinese regulators have raised those concerns directly with Nvidia, which has repeatedly denied that its chips contain such vulnerabilities. The Financial Times reported that some Chinese companies are planning to decrease orders of Nvidia chips in response to the letters. Right now, the people said, China's most stringent chip guidance is limited to sensitive applications, a situation that bears similarities to the way Beijing restricted Tesla vehicles and Apple iPhones in certain institutions and locations over security concerns. China's government also at one point barred the use of Micron Technology Inc. chips in critical infrastructure. It's possible that Beijing may extend its heavier-handed Nvidia and AMD guidance to a wider range of settings, according to one person with direct knowledge of the deliberations, who said that those conversations are in early stages.

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UK Government Suggests Deleting Files To Save Water

2 weeks 3 days ago
An anonymous reader shares a report: Can deleting old emails and photos help the UK tackle ongoing drought this year? That's the hope, according to recommendations for the public included in a press release today from the National Drought Group. There are far bigger steps companies and policymakers can take to conserve water of course, but drought has gotten bad enough for officials to urge the average person to consider how their habits might help or hurt the situation. And the proliferation of data centers is raising concerns about how much water it takes to power servers and keep them cool. "Simple, everyday choices -- such as turning off a tap or deleting old emails -- also really helps the collective effort to reduce demand and help preserve the health of our rivers and wildlife," Helen Wakeham, Environment Agency Director of Water, said in the press release.

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AI Is Forcing the Return of the In-Person Job Interview

2 weeks 3 days ago
Google, Cisco, and McKinsey have reintroduced in-person interviews to combat AI-assisted cheating in virtual technical assessments. Coda Search/Staffing reports client requests for face-to-face meetings has surged to 30% this year from 5% in 2024. A Gartner survey of 3,000 job seekers found 6% admitted to interview fraud including having someone else stand in for them, while the FBI has warned of thousands of North Korean nationals using false identities to secure remote positions at U.S. technology companies. Google CEO Sundar Pichai confirmed in June the company now requires at least one in-person round for certain roles to verify candidates possess genuine coding skills.

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