Cerebras CEO Andrew Feldman criticized NVIDIA for its attempts to comply with new US export restrictions on China in order to continue supplying AI accelerators to China. Feldman called this behavior “un-American” and compared the tech giant to an AI weapons dealer. According to Feldman, NVIDIA single-handedly 'weaponized' China by supplying a huge number of accelerators. Although the company acted within the law, this does not relieve it of moral responsibility.
Cerebras itself also develops chips for machine learning systems and other resource-intensive tasks but intends to comply with the 'spirit, not the letter' of new rules introduced in October by the United States limiting the supply of AI equipment to the United States. The rules already effectively cut off Beijing from supplying cutting-edge accelerators developed in the United States. NVIDIA is rumored to be preparing new products to circumvent these restrictions.
The H20, L20, and L2 chips are rumored to be lower-performance versions of faster variants being shipped to non-sanctioned countries. NVIDIA has already warned that new restrictions could affect its financial results.
Cerebras itself this year signed a $900 million contract to build nine AI supercomputers on chips on the scale of the developed WSE-2 wafer for the UAE company G42. Cerebras has decided from the very beginning not to do business with China and promises to comply with the recommendations of American government agencies regarding the supply of semiconductors to the Middle East. Feldman said companies shouldn't try to get around the restrictions. In particular, the company ensured that its chips 'didn't ship to one place in the Middle East only to disappear and appear somewhere else where they shouldn't be shipped.' As Cerebras says, when you try to bend the rules, you look 'un-American.'
Of course, not only NVIDIA is trying to get around the sanctions restrictions, but also Intel and AMD, although there is no exact data on when sales will begin or whether they will begin at all.