• 2 days ago
八点最热报 | 前美国总统拜登卸任前一个星期宣布,将原本对中国实施的人工智能AI芯片出口限制,升级成对120个国家设置出口限额,并将世界划分为3个等级,进行不同程度的AI芯片出口管制,而特朗普上台后也没有宣布推翻这项政策。大马一心要放眼要成为数据中心枢纽,会不会因为美国制定的这个“新游戏规则”而梦碎呢?(主播:梁宝仪)

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00:00Before watching the video, let me remind you that there is more content on the Hotpoint website.
00:04A week before President Joe Biden took office,
00:07he announced that the export restrictions of artificial intelligence AI chips implemented in China
00:11would be upgraded to limit exports to 120 countries,
00:16and the world would be divided into three levels to carry out AI chip export control to different levels.
00:22After Trump took office, he did not announce that he would overturn this policy.
00:26According to Bloomberg,
00:28due to Malaysia and part of the Middle East countries being viewed by the United States as
00:31being used by third-rate countries such as China, Russia, etc.
00:35as a barrier to technology,
00:38the United States has listed it as the second level of control.
00:42Although this new measure has not yet taken effect,
00:43the news immediately aroused the attention of Chinese people around the world.
00:47The United States is determined to become a data center.
00:50Will it be crushed by the new game rules set by the United States?
00:54And before the Spring Festival,
00:55the DeepSeek large-scale AI model, which shocked the world with its low-performance chip operation,
01:00came from China.
01:02Will it be slowed down or disrupted by the United States
01:05to limit chip exports
01:07and hit other countries' technological development?
01:11According to Biden's temporary final rule for the spread of artificial intelligence,
01:1518 key allies and partners in the United States,
01:18including Australia, India, France, and other European countries,
01:21and Taiwan, Japan, and other Asian countries,
01:23have been listed as the first level.
01:24They can buy a large number of AI chips from the United States
01:28without any restrictions.
01:30At the same time, they can deploy not more than 7% of their computing power resources
01:34to other countries.
01:36In addition, 22 countries, including China, Russia, Iran, Syria, etc.,
01:41are listed as the third level of control.
01:44In addition to prohibiting advanced AI chips exported to these countries,
01:47this new bill also includes the most powerful closed-loop AI model.
01:53In other words, the United States will not provide
01:56powerful AI models to these countries.
01:59Most other countries, including Malaysia,
02:02are listed as the second level of control.
02:04These countries can import
02:06up to 50,000 advanced AI chips in the next two years.
02:11If the companies in these countries
02:12comply with the safety standards required by the United States,
02:16and apply to verify the identity of the terminal user,
02:20they can get a higher chip compensation.
02:23As for other terminal users,
02:25they can buy less than 1,700 advanced AI accelerated chips
02:27every year without the need to obtain permission,
02:33and not be included in the country's total purchase.
02:36Secretary of State Zheng Likang
02:38said during an interview with the 8 o'clock Global Times that
02:40the new measures introduced by the United States
02:42have raised the threshold for other countries to import advanced AI chips.
02:46It is undoubtedly creating an unfriendly environment,
02:49which poses a threat to global technological development.
02:53However, he said,
02:54since Malaysia is listed as the second level of control,
02:56the situation is not the best, but it is not too bad.
03:00As long as our country complies with the requirements set by the United States,
03:02it can still import a certain number of AI chips.
03:06The founder and CEO of Akio Technology,
03:09Liu Zhehan, also believes that
03:12what our country plays in the field of AI
03:14is not the role of the developer,
03:16but the role of the user.
03:18Therefore, even if advanced AI chips are restricted,
03:21it will not affect our country
03:22to continue to expand the application of AI popularization,
03:25and even become the leader in the region.
03:30Of course, such a thing happened,
03:33I think it is very unfortunate.
03:34It is very unfriendly to the entire technology community,
03:37the entire environment.
03:39Because our entire semiconductor industry
03:41is a global industry.
03:43In the global industrial chain,
03:44it is very dependent on each other,
03:46and it is deeply intertwined.
03:49It can't be separated.
03:51In fact, we also hope that
03:53this may just be a temporary measure.
03:54We don't want to continue for a long time.
03:57Because it will bring a big downfall
03:59to the development of human technology.
04:02Former US President Joe Biden
04:03resigned and took another step.
04:05Upgrading the artificial intelligence AI chip export restrictions
04:07originally issued to China
04:09to divide the world into three.
04:11Implement different levels of control on AI chip exports.
04:15The United States, as a world technology power,
04:17this policy is bound to stir up a wave of thousands of layers around the world.
04:20Malaysia can't escape it either.
04:22Secretary of the United Nations Jenny Kang described it when she was interviewed.
04:24This is a big step back in the development of human technology.
04:27And the founder and CEO of Acure Technologies,
04:30Liu Zhehan, also said
04:31the unfriendly environment created by this move by the United States
04:34will lead to the cost of basic construction of high-end chips
04:38rising with the water.
04:40Even when small and medium-sized enterprises in our country
04:41are using related services,
04:43they may be cut off because they have to pay a high fee.
04:47This slows down the speed of AI transformation in our country.
04:50In this case,
04:52after these costs are raised,
04:54many small and medium-sized enterprises
04:55if they choose to use these models
04:59or use these services,
05:00they may not be able to afford the high price.
05:04Sometimes they will be cut off
05:05or the whole progress will be delayed.
05:07And in fact, in the chip market,
05:10the high-end chip market is already a terrorist.
05:13Because chips are not only used for our AI industry.
05:17In recent years,
05:19for example, electric cars
05:20or even when we play video games,
05:23we need to use a lot of chips for image processing.
05:26So the impact it has on us
05:28is not just in the field of artificial intelligence.
05:32The overall expansion will be quite wide.
05:35In recent years,
05:35our country has been committed to developing
05:37to become the center of regional data.
05:39And will this new measure in the United States
05:41make our country dream?
05:44To this, Zhang Likang pointed out
05:45that since the code is listed as level 2 control,
05:48it is not the most relaxed
05:49but not the strictest restriction.
05:51As long as our country follows the requirements set by the United States,
05:54it can still import a certain number of AI chips.
05:57It is not necessary to impact our country
05:58to become the vision of the data center.
06:01And Liu Zhehan also believes
06:02that what our country plays in the field of AI
06:04is not the role of the developer,
06:06but the role of the user.
06:08Therefore, the advanced control of AI chips
06:11does not affect our country to continue to expand
06:13and break through the popularization of AI
06:15and even become the leader in the region.
06:1780% to 90% of our country are small and medium-sized enterprises.
06:21As long as small and medium-sized enterprises can use these technologies,
06:23they do not need to take advantage of
06:26the computing power of chips.
06:29For example, we use CheckGPT.
06:31As for the role of AI
06:33or the status of the developer,
06:36it is not entirely up to us
06:39whether we can develop a new big model
06:42to decide.
06:43Because the workload of the new big model
06:46requires money and computing power.
06:48Only countries like China and the United States
06:51can bear this kind of market
06:53or digest this debt.
06:55We don't have it here.
06:56We are more likely to say
06:58that we want to develop a new application
07:00or develop some AI applications
07:03that are more suitable for the local market
07:04to achieve a four-and-a-half-fold effect.
07:07The United States restricts the export of AI chips.
07:10We also have to look at our data center
07:12and the level of chip technology
07:15that we use.
07:16At present,
07:17I don't think we have too many problems.
07:20It's just that we don't know
07:22whether the United States will continue to increase the restrictions.
07:25If the restrictions are increased,
07:26it will definitely be a problem for us.
07:28So I think we should
07:30reduce the dependence of single countries.
07:35We also need to diversify the entire value chain and industry chain
07:39so that we can reduce the risk.
07:42Although the United States is restricting the export of AI chips,
07:45it is obviously restricting China
07:47and other countries that may move related industries to China.
07:51But in China,
07:52there is an AI invention company,
07:54DeepSea.
07:56They had an interview before the Spring Festival
07:58and greatly lowered the threshold for developing AI-related industries.
08:01Liu Zhehan pointed out
08:02that this is definitely a positive impact
08:05on China's vision of becoming a data center.
08:07If big companies can't get chips to Malaysia,
08:11they don't want to come here to be a data center.
08:14It's just that after DeepSea,
08:16we can see that Microsoft, Amazon and Nvidia
08:20quickly integrated this model into their ecosystem
08:23within a week after DeepSea was launched.
08:27In other words,
08:28it may not necessarily be a high-end data center in the future.
08:31It may be a mid-to-low-end data center.
08:33But it can also let you run on DeepSea.
08:35From this perspective,
08:37it is possible that it will have some positive impact.
08:43Liu Zhehan believes
08:44that the emergence of DeepSea has opened more doors for the AI field.
08:47Because it proves that
08:48as long as you are creative enough,
08:49willing to use your brain
08:50to optimize hardware and software,
08:53using mid-to-low-end chip model training tools
08:56can also achieve good results.
08:58It is good news for Malaysia
09:01to develop AI applications and so on.

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