The records behind this event
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Concept
Export Controls & the Chip War
Compute as statecraft: the US–China technology conflict.
Since October 2022 the US has restricted China's access to advanced AI chips (H100-class and up), the tools to make them (EUV above all) and, over successive rounds, the workarounds (A800/H800 banned 2023; HBM and more tools 2024). Consequences run through this whole database: compliance chips, SMIC's DUV 7 nm push, Huawei's rise, DeepSeek's efficiency…
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Chip
NVIDIA H800
The export-compliant H100 for China, and the chip DeepSeek trained V3 on.
The H800 kept the H100's FP8 tensor throughput but cut NVLink bandwidth to about 400 GB/s and sharply reduced FP64 to satisfy the 2022 export rules. DeepSeek's V3 technical report describes training on a 2,048-GPU H800 cluster, engineering around the interconnect limits; the chip is now shorthand for how constrained hardware shaped Chinese frontier labs.…
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