On the face of it, I read it as an additional restriction on country basis. Yes, there seems to be a 7% cap on computing power (number of GPUs) that can be shipped by each company based in the US or a Tier 1 country to another country in Tier 2 category.
But I do not think this will have any impact on YTL Power's AI data centre development in Malaysia, as all of its clients are US big tech and MNC, their total computing power in the US and in other Tier 1 countries are very big, so a 7% cap on their computing power will still be a very big number.
For instance, say Microsoft ordered 500,000 GPUs from Nvidia for its AI data centres in all over the world, it would be able to take max 25% of it, or 125,000 GPUs for its AI data centres in Tier 2 countries, and a 7% cap or 35,000 GPUs for its AI data centre in Malaysia.
Similarly, say Nvidia has an allocation of 400,000 GPUs in 2025 for its own AI data centres all over the world, then it can supply max 7% or 28,000 GPUs to Malaysia.
These 35,000 GPU quota for Microsoft and 28,000 GPU quota for Nvidia will be on top of the 50,000 GPU cap per country, so Malaysia can get 113,000 GPUs in total.
On paper, there is this additional restriction of 7% cap on any Tier 2 country, but I suspect in reality this is hard to be enforced.
Furthermore, the big techs are deploying tonnes of computing power in the US and other Tier 1 countries, so a 7% cap is still a very large computing power to Malaysia. Nvidia's 1st phase of 20MW AI data centre with YTL Power is very small compared to Nvidia's other AI data centres in the US and the Europe. It is well within the 7% cap.
I am quite confused with this in the quoted article :
Companies can freely deploy computing power in those places, and firms headquartered there can apply for blanket US government permission to ship chips to data centres in most other parts of the world. That’s provided that no more than a quarter of their total computing power is located outside of Tier 1 countries, and no more than 7% in any one Tier 2 country. Companies would also have to abide by US government security requirements.
Since Malaysia is a Tier 2 country, the 7% computing power cap means ? Does it mean Nvidia can only supply limited chips to YTLP ? Thanks, appreciate your input.
On the face of it, I read it as an additional restriction on country basis. Yes, there seems to be a 7% cap on computing power (number of GPUs) that can be shipped by each company based in the US or a Tier 1 country to another country in Tier 2 category.
But I do not think this will have any impact on YTL Power's AI data centre development in Malaysia, as all of its clients are US big tech and MNC, their total computing power in the US and in other Tier 1 countries are very big, so a 7% cap on their computing power will still be a very big number.
For instance, say Microsoft ordered 500,000 GPUs from Nvidia for its AI data centres in all over the world, it would be able to take max 25% of it, or 125,000 GPUs for its AI data centres in Tier 2 countries, and a 7% cap or 35,000 GPUs for its AI data centre in Malaysia.
Similarly, say Nvidia has an allocation of 400,000 GPUs in 2025 for its own AI data centres all over the world, then it can supply max 7% or 28,000 GPUs to Malaysia.
These 35,000 GPU quota for Microsoft and 28,000 GPU quota for Nvidia will be on top of the 50,000 GPU cap per country, so Malaysia can get 113,000 GPUs in total.
Yes, I share the view.
On paper, there is this additional restriction of 7% cap on any Tier 2 country, but I suspect in reality this is hard to be enforced.
Furthermore, the big techs are deploying tonnes of computing power in the US and other Tier 1 countries, so a 7% cap is still a very large computing power to Malaysia. Nvidia's 1st phase of 20MW AI data centre with YTL Power is very small compared to Nvidia's other AI data centres in the US and the Europe. It is well within the 7% cap.
DEAR DRAGON :
I am quite confused with this in the quoted article :
Companies can freely deploy computing power in those places, and firms headquartered there can apply for blanket US government permission to ship chips to data centres in most other parts of the world. That’s provided that no more than a quarter of their total computing power is located outside of Tier 1 countries, and no more than 7% in any one Tier 2 country. Companies would also have to abide by US government security requirements.
Since Malaysia is a Tier 2 country, the 7% computing power cap means ? Does it mean Nvidia can only supply limited chips to YTLP ? Thanks, appreciate your input.
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