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▲ throwaway2037 a day ago

To be clear, ITAR (International Traffic in Arms Regulations) does not apply to GPUs. You can see the full list here: https://en.wikipedia.org/wiki/International_Traffic_in_Arms_...

Instead, Export Administration Regulations (EAR) applies to exports of technology (software and hardware). Read more here: https://en.wikipedia.org/wiki/Export_Administration_Regulati...

About MegaSpeed: They were NVidia largest customer in Southeast Asia (which includes Singapore), buying about 140,000 GPUs in the last 2-3 years. Then, then built data centers in Southeast Asia and rented the GPUs to Mainland Chinese companies. To be clear: From 2023-2025 (their peak), this business model was not prohibited by United States GPU export controls. However, that will probably change soon.

▲dantillberg 18 hours ago | parent [-]

Ah, thanks. Too late for me to edit, but: ITAR -> EAR sounds right.

And I guess one could believe that MegaSpeed really did only that, renting GPUs from afar. In which case perhaps this is more a political problem than a legal one? I'd wager it's still a huge political issue, but I guess we'll see.

▲Ekshef 14 hours ago | parent [-]

Isn't there evidence/speculation that some of the chips that were sold to MegaSpeed "somehow" ended up in Russian drones in Ukraine? However they for there the take away is Nvidia chips were found in Russian drones, how were they procured?

▲throwaway2037 9 hours ago | parent [-]

I was not aware that NVidia chips were found in some Russian drones. I can confirm that accusation with some light Googling that shows reliable news sources. Those chips aren't very special. You can buy dev kits on Amazon.com[1]. So, I assume someone is buying 1000s in a friendly country, then smuggling them to Russia.

[1] https://www.amazon.com/NVIDIA-Jetson-Orin-64GB-Developer/dp/...