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Jensen fan, the highest executive officer of NVIDIA, met President Donald Trump on Friday in the White House.
According to those who are familiar with the discussion, the meeting between Trump and the fans included discussions on AI policy. On the first day of his inauguration, Trump has canceled the Biden administration’s presidential decree, which focuses on the safety of AI, and is generally considered to accelerate the progress of the United States in rapidly changing technology. 。
The two who are familiar with the conference said that DeepSeek was planned before the AI was surprised at the Silicon Valley, which seems to have been achieved with much less computing power than the US high -tech group. The news wiped out almost $ 600 million on Monday from the value of NVIDIA, one of the largest winners from the AI chip spending.
Neither the White House nor NVIDIA did not disclose the details of the subsequent conversation or whether a specific agreement had been made. Trump, who talked to a reporter at an oval office on Friday afternoon, called Juan a “great gentleman,” and eventually added tariffs to computer chips.
It was not clear whether chip tariffs were part of the discussion with Huang. Chips and “tips -related” tariffs were part of a drastic plan announced by Trump on Friday for new restrictions on imports from the United States’s largest trade partner.
“We have highly evaluated the opportunity to meet the semiconductor and AI policies with President Trump,” said NVIDIA. “Gensen and the President have discussed the importance of strengthening US technology and AI leadership.”
Deepseek’s AI Leap has caused the US government to call in Washington to further strengthen the export management of AI -related technology, making it even more difficult for China to progress in a sector.
On Saturday, the Singapore government counterattacks a proposal that Deepseek may have been able to get AI chips from the city’s NVIDIA subsidiary as a way to avoid US exports.
US authorities have reported that DeepSeek is investigating chips and focusing on Singapore. Singapore accounts for more than one -fifth of NVIDIA’s revenue.
“I hope US companies like NVIDIA will follow US exports and domestic laws,” said the Singapore government.
“Our customs law execution agencies will continue to work closely with the US counter part.”
On the same day that DeepSeek released the latest model last Monday, Trump issued a presidential order to the Ministry of State and the Ministry of Commerce to consider the US export management system “in light of strategic enemies.” did.
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NVIDIA has long protested to expand US export management, which restricts the sales of AI’s most powerful processor to China. Silicon Valley -based chip manufacturers argue that the restrictions of Chinese companies to access American technology only promote the innovation and development of local semiconductor industries in China.
Deepseek stated that it was created using a part of US rival computing resources such as Openai and Elon Musk’s Xai, which assembles hundreds of thousands of chips clusters. 。 The final training of the V3 model is more than 2,000 NVIDIA chips costs $ 5.6 million, and Deepseek states in a research paper, but the number has excluded the previous development costs.
Analysts of Semianalysis, a chip consultant, estimates that DeepSeek and his sister company, HIGH-FLYER, have accessed about 60,000 NVIDIA graphics processing units and spent more than $ 500 million.
NVIDIA, the most valuable US company, until Monday’s stock market panic, was jointly established by Huang more than 30 years ago, turned Taiwanese businessmen into one of the wealthy people in the United States. He is now one of the longest CEOs in Silicon Valley.
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In a letter to Mike Waltz, a top Democratic Party member of the New National Security Advisor, Republican Chair, and the top Democratic Party of the House of Representatives, emphasized the need to “update export regulations frequently”. 。 Republican Senator Josh Holy has also introduced a law to ban AI technology exports to China.
Since the Biden administration has controlled what can be sold in China since October 2022, NVIDIA has continued to sell the adaptation version of the AI chip there, and the GPU is for the rapid growth PC game market. It is sold. According to NVIDIA’s latest results, customers with claims in China, including Hong Kong, accounted for $ 11.6 billion in 9 months ending in October.
