Courtesy of TechCrunch

Kesepakatan Nvidia dan Trump: Chip AI H20 Tetap Bisa Diekspor ke China

To inform about the deal between Nvidia and the Trump administration regarding the export of H20 AI chips to China.

10 Apr 2025, 04.07 WIB

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Ikhtisar 15 Detik

Nvidia berhasil menghindari pembatasan ekspor chip H20 ke China melalui kesepakatan dengan pemerintahan Trump.
Chip H20 digunakan oleh DeepSeek untuk melatih model AI yang bersaing dengan produk dari laboratorium AI di AS.
Kebijakan ekspor chip yang ketat dapat menghambat inovasi di industri teknologi global.

Mar-a-Lago, Florida, United States - Nvidia CEO Jensen Huang has reportedly made a deal with the Trump administration to avoid export restrictions on the company's H20 AI chips. This agreement was reached after Huang promised to invest in new AI data centers in the U.S. The H20 chips, which are less powerful than other Nvidia chips, were feared to be headed for restrictions due to their use by China-based DeepSeek.

Despite bipartisan calls for restrictions on the H20, Trump allegedly agreed to allow their export in exchange for Nvidia's commitment to U.S. AI infrastructure. This decision seems to counter the administration's goal of securing U.S. dominance in AI, especially since the Trump administration kept in place AI chip export rules introduced by outgoing President Joe Biden.

Nvidia criticized these guidelines as 'unprecedented and misguided,' arguing they would stifle global innovation. Other AI companies like OpenAI and Microsoft have also made significant investments in U.S. AI infrastructure to align with Trump's 'America-first' approach. Trump has previously pressured companies like TSMC to build new chip factories in the U.S.

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Analisis Kami: Langkah Nvidia ini menunjukkan betapa strategisnya teknologi AI dalam geopolitik saat ini, di mana perusahaan harus bermain antara kepentingan bisnis global dan tekanan politik domestik. Namun, mengizinkan ekspor chip yang digunakan oleh AI China bisa melemahkan posisi AS dalam dominasi teknologi jangka panjang.

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Analisis Ahli:

Andrew Ng: Meskipun investasi di dalam negeri penting, pembatasan teknologi harus fokus pada mencegah kemajuan kompetitor global, dan strategi Nvidia bisa jadi kontraproduktif.

Fei-Fei Li: Kolaborasi lintas negara tetap penting untuk inovasi AI, tapi harus ada keseimbangan antara keamanan nasional dan pengembangan teknologi bersama.

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What's Next: Nvidia kemungkinan akan memperkuat kehadiran infrastruktur AI di Amerika Serikat sambil terus mengekspor chip ke pasar China, yang bisa memicu ketegangan geopolitik dan tuntutan regulasi baru dari pemerintah AS di masa depan.

Referensi:
[1] https://techcrunch.com/2025/04/09/nvidias-h20-ai-chips-may-be-spared-from-export-controls-for-now/