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US Clears H200 Chip Sales To 10 China Firms

2 months ago
Longtime Slashdot reader schwit1 shares a report from CNBC: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week. [...] Before U.S. export curbs tightened, Nvidia commanded about 95% of China's advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50 billion this year. The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter. A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said. Despite U.S. approval, deals have stalled, as Chinese firms pulled back after guidance from Beijing, one source said. The shift in China was partly triggered by changes on the U.S. side, though exactly what changed remains unclear, the person added. In Beijing, pressure is mounting to block or tightly vet the orders, a separate fourth source said. Commerce Secretary Howard Lutnick echoed that view, telling a Senate hearing last month that "the Chinese central government has not let them, as of yet, buy the chips, because they're trying to keep their investment focused on their own domestic industry."

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Anthropic Forms $200 Million Partnership With the Gates Foundation

2 months ago
Anthropic announced today that it is partnering with the Gates Foundation to "commit $200 million in grant funding, Claude usage credits, and technical support for programs in global health, life sciences, education, and economic mobility over the next four years." "This commitment is central to Anthropic's efforts to extend the benefits of AI in areas where markets alone will not," the company says. Reuters reports: One area of focus is language accessibility. AI systems have performed poorly in writing and translating dozens of African languages, so Anthropic and the foundation want to support better data collection and labeling that would be released publicly to help improve models across the industry, said Janet Zhou, a Gates Foundation director. Another area under consideration is releasing so-called knowledge graphs that could help AI systems better meet the needs of teachers in sub-Saharan Africa and India, Zhou said. The public-goods focus has come from "the needs of different partners and governments, including some of the fears that they may have around proprietary lock-in and sovereignty," Zhou said. One initiative will equip research centers to use Claude to predict drug candidates for treating HPV and preeclampsia, diseases that have been less commercially attractive for pharmaceutical companies to research, Zhou and Anthropic's Elizabeth Kelly said. Anthropic [...] is embracing the work to fulfill what Kelly described as its founding mission to benefit humanity. "This announcement is really core to who we are as a company," said Kelly, who leads Anthropic's beneficial deployments team.

Read more of this story at Slashdot.

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