Nvidia w kłopotach. Opóźniony chip, zarzuty kradzieży i obchodzenia prawa

Nvidia poinformowała, że debiut jej nowego chipu, H20 – dedykowanego do obsługi narzędzi AI i przeznaczonego specjalnie na rynek chiński – opóźni się.

Chip ten wprowadzony miał być do oferty dla podmiotów z Państwa Środka po tym, jak amerykańska administracja nałożyła sankcje na Chiny (i kilka innych państw) w tej kwestii, co uniemożliwiło Nvidii, Intelowi i AMD kontynuowanie dostaw regularnych chipów.

Nvidia informowała wcześniej, że znalazła sposób na dostosowanie chipów do nowych wymagań eksportowych i będzie mogła wznowić dostawy. Okazuje się, że jednak nie – a przynajmniej nie od razu. Debiut H20 został oficjalnie przesunięty na „pierwszy kwartał” 2024 roku. Może to oznaczać utratę (znacznej) części rynku i spowodowało spadek kursu akcji firmy o 1.9%.

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Zrób to sam, wersja chińska

Tymczasem rynek chiński stara się radzić sobie „we własnym zakresie”. Nie chodzi tutaj przy tym o produkcję chipów dedykowanych do AI przez chińskie firmy na podstawie własnych technologii – lecz o chipy zachodnie, pochodzące z odzysku.

Z doniesień wynika, że w ChRL rozpoczęły funkcjonowanie specjalne zakłady przemysłowe, które trudnią się wymontowywaniem chipów z gamingowych kart graficznych GeForce RTX 4090. Działania te obejmują rozkładanie kart na części, demontowanie układów chłodzących, a następnie wymontowywanie modułów graficznych AD102 oraz kości pamięci GDDR6X.

Części te są następnie montowane w strukturze płytek PCB produkowanych w Chinach. Dodawane są do nich nowe układy chłodzenia i zasilania, i jako takie, „rodzime chińskie” układy kierowane są do zasilania narzędzi AI.

Nvidia miała przy tym tuż przed wejściem w życie zakazu przetransferować do Chin wielki zapas tych kart. Może to oznaczać nie tylko wzrost ich cen na rynkach światowych oraz problemy z ich dostępnością (już odnotowywane), ale też zostać uznane za obchodzenie sankcji i świadomą lub nie współpracę z, było nie było, geopolitycznym i militarnym wrogiem, który narzędzi AI używa do zastosowań militarnych.

W przypadku firmy amerykańskiej, którą jest Nvidia, może to na nią ściągnąć oskarżenia o zdradę – nawet jeśli udowodnienie tejże okaże się problematyczne.

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Nvidia! Oddawaj zyski z kradzionego!

Na tym nie koniec niezbyt wesołych wieści dla Nvidii (a może bardziej dla inwestorów w jej akcje). Została ona właśnie pozwana przez francuską firmę motoryzacyjną, Valeo. Współpracowała ona wcześniej z Nvidią w rozwoju oprogramowania do parkowania oraz wspomagania kierowania.

Potem jednak ta druga miała „podkupić” jednego z zaangażowanych w rozwój owego software’u pracownika, niejakiego Mohammada Moniruzzamana. Pan Moniruzzaman miał w nieautoryzowany sposób uzyskać dostęp i ukraść 6 Gb kodu źródłowego, po czym zrezygnować z pracy. Kilka miesięcy później odnalazł się jako wysoko postawiony pracownik Nvidii, pracując przy tym samym projekcie.

Valeo twierdzi w swoim pozwie, że Nvidia była w pełni świadoma tego, że pozyskuje dane nielegalnie Moniruzzaman został już skazany w Niemczech za kradzież owych danych. Miał on przyznać się w toku procesu do ich wyniesienia i przekazania, niemiecka policka zaś odkryła potwierdzające to dowody w jego domu.

Pomimo zaprzeczeń ze strony prawników Nvidii, która twierdzi, że podjęła działania w celu ochrony własności intelektualnej Valeo, ta druga podnosi, że producent chipów zaoszczędził sumy opiewające na setki milionów dolarów poprzez przejęcie danych. I wykorzystanie ich, o czym świadczyć mają wygrane przez nią kontrakty na rozwój oprogramowania samochodowego.

Sprawa, jak zwykle w takich przypadkach, będzie się przypuszczalnie toczyć w sposób przewlekły – jednak jej potencjalny wynik, zarówno w przypadku wyroku, jak i alternatywnej wobec niego ugody, może okazać się dla firmy istotnym kosztem.

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