In recent days, news has spread about the ban on the sale of graphics cards in the RTX 4090, and gaming circles have directly fryered.
On October 18, NVIDIA's official domestic flagship store began to remove the RTX 4090.
Other graphics partner 4090 graphics cards are also out of stock or out of stock, and these signals appear to be being released.
A certain treasure third-party store is still in stock, but the price is really a bit exaggerated.
From the original more than 10,000, the price has increased to 20,000 or 30,000, and it is not necessarily in stock.
What's even more frightening is that some businesses quoted 40,000 yuan.
Just a day later, the price of the news report rose by 50,000 yuan.
Netizens who have already bought it have ridiculed and have made fun of the 4090 carefully locked in the safe.
Unexpectedly, at the beginning, it was only equipped with a computer, but it accidentally became a financial management product.
Everything came so caught off guard that many friends who don't know the truth look stupid. What happened?
The removal of RTX 4090 is mainly affected by the "new restrictions" in the United States.
On October 17, the Biden administration began to do things again, escalating the AI chip ban.
Companies such as Nvidia are no longer allowed to export advanced company AI chips to China.
This is not the first time the United States has restricted AI chips to China.
The previous practice was enough to make people angry, but this time it is even more excessive. Adjustments have been made to last year's interim rules, in short, with more restrictions.
In addition, the "Entity List" of export controls has also added several Chinese companies, including two domestic companies GPU Moore Thread and Wall Cliff are graphics card manufacturers.
This pair of "brothers and brothers" can only say: "Strong opposition, strong protest."
If we talk about export control, it is not to sell you advanced cores. And then putting you on the Entity List is trying to keep you from doing it.
If you want to do this, all U.S. items that need to be used must obtain a U.S. license. As long as people refuse, it is difficult for smart women to cook without rice, which still has a big impact on internet businesses.
The restrictions of the new regulations are like a heaven and earth network, even Hong Kong and Macao are in the control area.
This is to deny China access to advanced chips, equipment and technology from the United States and interested parties.
It's just that everyone did not expect that the United States was targeted. The dispute over the neck of the AI big model technology was actually cut on the player's head.
According to the new regulations, NVIDIA including NVIDIA A800, H800 and RTX 4090 all chips were affected.
As early as September 2022, the United States banned NVIDIA from selling high-end AI chips such as A100 and H100 to China in January.
Therefore, NVIDIA designed a special supply A800, and only by reducing performance could the H800 be allowed to be exported to China. But in the future, these products will also be banned from being exported to China.
In this storm, known as the "strongest graphics card" RTX 4090 , it was pushed into the hot search because it attracted the attention of high-end players.
People in the game circle are worried, how can they play games by themselves, and they can also be sanctioned?
In addition, because its operation requires the support of high-end graphics cards, many domestic related artificial intelligence SMEs are also trembling.
As soon as the news came out, channel vendors, retail stores, and second-tier dealers began to stock up wildly.
Of course, not an increase in market demand, but a wave of money in order to earn a high price.
Although many stores are out of stock, as long as the quotation is high enough, you can still get the goods.
After such troubles, now it is not a problem of not being able to buy, but a problem of not being able to afford it.
Wait, don't worry, things have reversed today.
It was explained that the current export ban in the United States is not aimed at the consumer market, but the RTX 4090 is not allowed to be used for commercial and production graphics cards.
Consumer graphics cards still open a hole, and there is no ban on sales.
Therefore, consumer-grade graphics cards can still be bought, and high-priced scalpers shed tears when they saw this.
In the face of such a significant negative news impact, Nvidia is very optimistic and said that the new regulations will not have any substantial impact on them in the short term.
However, the stock price fell seriously, with a cumulative decline of only two days, and the market value of 8.64% lost more than 700 billion yuan.
2023 In 2000, many large domestic Internet manufacturers reached a joint effort of $1 billion to NVIDIA and also booked A800 40 orders for $100 million next year.
It's over now, but it's not quite over yet.
Nvidia was also there to deliver this year's orders before the end of the 30-day buffer period, but next year's orders were wasted.
It's been too long for the world to suffer.
Soon after the news of the upgrade of chip control measures was exposed, domestic technology giants such as Tencent and Baidu said that they had "sufficient stockpiling" and "little impact".
In the long run, this move by the United States may be "killing" 800, self-damaging "1000", or perhaps an "assist" behavior, forcing Chinese companies to embark on the road of independent research and development.
This year, the Mate 60 series was successfully launched, announcing to the world that Huawei broke through the US blockade sanctions and achieved a phased victory.
In the context of increasing constraints, the demand for autonomous and controllable computing power is increasing. Domestic training and inference AI chip iteration is expected to accelerate, ushering in new development opportunities.
The old fox believes that when the time comes, there will be excellent domestic chip manufacturers to seize the opportunity and appear another "far ahead".