Dunno, agnostic, but Team USA response to metals being tee-ed up for prospective embargo is somewhat weak, for I cannot imagine any state-owned PRC firms using Amazon and Microsoft cloud service, and assuredly driving private PRC firms from Amazon / Microsoft towards Alibaba cloud is what Core Comrade / Dictator Xi would want. Team Biden doing Team Xi a good turn.
OTOH, as far as the metals and such go, the CEO of defense contractor Raytheon says TINA w/r to decoupling because Raytheon has 4,000+ CPC China China China siuppliers which sounds like 4,000+ too many given that Raytheon has no civilian business to speak of.
I do not know who to believe.
Let’s see what Janet wants to talk about in Beijing.
Having solve for Team China the food, energy, currency, and security architecture issues, as well as well on way to help China resolve chip issue, I guess throwing in clients herding for Alibaba is all in a day’s work as a by-the-way.
bloomberg.com
US to Curb China Access to Cloud Services Like Amazon, WSJ Says
Biden administration plans to tighten export controls US and China are escalating their technological conflict
Edwin Chan
July 4, 2023 at 11:49 PM GMT+8
The US is preparing to curtail Chinese companies’ access to cloud-computing services including those provided by Amazon.com Inc. and Microsoft Corp., the Wall Street Journal reported, citing people familiar with the situation.
Washington is considering requiring cloud providers to seek government permission before serving Chinese firms that employ such platforms to train AI models, the Journal reported.
Microsoft Azure and Amazon Web Services are the global leaders in the business of providing internet computing to enterprises, and compete in China with the likes of Alibaba Group Holding Ltd. through local, state-affiliated datacenter partners.
The White House and Commerce Department didn’t immediately respond to requests for comment. The Office of the US Trade Representative deferred to Commerce.
Tighten Controls
The Biden administration plans to tighten export controls announced in October to restrict sales of some artificial-intelligence chips to China, seeking to contain its rival’s development of a technology considered key to the country’s geopolitical and economic future. Part of the measures under discussion included restricting cloud access for Chinese AI developers, which was first reported by the Journal last week.
Under the broader Commerce Department proposal, expected in July, the US would revise export controls to make it harder to sell some chips to China without a license. The move is aimed in part at Nvidia Corp.’s A800 chip, which the US-based company designed after the earlier controls were announced. The product’s configuration comes just within those limits.
The US and China are escalating their technological conflict. On Monday, Beijing slapped controls on the export of metals critical to the chip, electric-vehicle and defense industries, showing it has some power to retaliate against moves by the US, Japan and Europe to cut Beijing off from advanced technology.
Read more: Xi’s Metal Curbs Could Backfire as G-7 Seeks China Alternative
— With assistance by Akayla Gardner
(Updates with response from USTR in fourth paragraph.)
Sent from my iPad |
