Chinese Smuggler: "I guess we're haulin' GPUs now!"ยน

Also this market isn't new, #GamersNexus!

#Technology #Embargo #GPU #nVidia #BlackMarket #US #NOBUS #Trade #TradeWar #AI

THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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Any #prohibition that ignores #supply & #demand is destined to fail...
@kkarhan Also the severe lack of enforcement; though that doesn't stop it so much as drive it further underground.

@krutonium I mean, the sheer idea of trying to prevent #GPU|s made in "P.R." #China from ending up in the CDM (Chinese Domestic Market) is absurd, espechally since the possession and trade of them in Mainland China isn't criminalized.

  • It's like expecting a coca farmer addicted on his own supply to only sell it to "government authorized exporters", or a moonshine making alcoholic to abide a local alcohol prohibition.

@kkarhan IIRC They're not made in China; The GPU's are made in Taiwan and the PCB's are largely made in India.

The GPU's entering the country are largely being smuggled in; though I'm surprised there's not more bare silicon being smuggled in and put on domestic purpose built boards; You could certainly fit a lot more of them in a shoe box in the middle of a shipment of Bananas.

@krutonium AFAICT even the H200 are assembled in Mainland China, and even if the yield rate in QC is a blistering 99% that would still mean hundreds of GPUs per week that get rejected for minor defects like having only 1 NvLink working.

  • AliExpress is flooded with SXM2 -> PCIe Adapter Boards to the point that it is obvious these get pilfered elsewhere and then imported otherwise...

Also why should Beijing listen to D.C. and obey foreign laws that explicitly harm them?

  • That's like demanding Iran to not sell Oil, Gas and Guns because they U.S. doesn't like the IRGC's black market profit...
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THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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@krutonium In the end it's easier to buy an #RTX5090 in mainland "P.R:" #China than it is to buy #HavanaClub in #Germany, because for the latter one you'd have to be 18 and depending on "age-passing" expect to ID your age at the cashier of the store before being allowed to fork over money and get out the door with it.

  • And that's to be expected!
THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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@krutonium Meanwhile in China they just build 48GB #RTX4090 on camera like #LouisRossmann swapping #ISL9240|s....

  • Custom PCB & Cooler included!
THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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@krutonium the cool part is when they dropped by at #Yeston which we all know for their #Waifu #GPU|s...
https://www.youtube.com/watch?v=1H3xQaf7BFI&t=10601s
THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & Governments

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@kkarhan I like Yeston, they're doing things that are unique.

@krutonium Yes and whilst some folks things their designs are #cringe I think it's the exact opposite!

Whereas I can see their cards pair in a matching build...

  • But then again I rarely get builds based off looks and mostly quiet power monsters, compact systems with nice features that are energy efficient and rarely "balls to the wall" units.

So yeah, I'd definitely do a "#moe" build that has intense #weeb vibes.