After billionaire damage, CEO of AMD defends a balance between national security and international trade

One day after registering a low accounting US $ 800 million In stocks and design losses of up to $ 1.5 billion in the year, AMD CEO, Lisa Su, made a Appeal by balance in US export policies.

In an interview with CNBC, the executive argued that the US government controls on advanced chips need to be adjusted so as not to compromise the competitiveness of national companies in the global scenario.

Chinese growth worries industry leaders

According to SU, although national security should be preserved, severely restricts access to strategic markets like China – the largest in the world for semiconductors – can have worrying side effects.

There must be a balance between national security export controls and the guarantee that our technology has the highest possible adoption. This is good for jobs and the economy of the United States

Lisa areCEO da AMD

The statement comes in the wake of a similar position made by Jensen Huang, CEO of Nvidia, who also warned US legislators about the risks of excessive sanctions.

Huang, whose company leads the Global AI computing market, stressed that restrictions can accelerate the development of alternative ecosystems outside the US, especially in China.

Chinese alternatives gain strength

Companies like Huawei, Biren Technology, Innosilicon and Moore Threads are already developing artificial intelligence processors that can compete with American products.

Huawei, for example, created its own AI software platform, the CANNa complete alternative to the Nvidia Cuda ecosystem, focused on the Ascend Chips and Cloudmatrix 384 servers.

Despite the challenges of compatibility and usability currently faced by these competitors, experts point out that they can quickly strengthen companies such as AMD and Nvidia are prevented from operating in these markets.

The absence of American giants would facilitate the consolidation of local technological standards, undermining the hegemony of the United States in the artificial intelligence sector.

The absence of US companies in the Asian market can make way for alternative standards to thrive, threatening US technological leadership

Direct impact on AMD

Although smaller than Nvidia in the AI ​​market, AMD has invested heavily to become one of the protagonists of the sector. Therefore, even being less affected in the short term by sanctions, the company also fears long -term effects.

The recent damage demonstrates that, in part, the uncertainty generated by export restrictions is the difficulty in accessing important markets such as Chinese.

Lisa Su stressed that the global adoption of American technologies depends on the ability of companies to compete freely in strategic markets. For her, too hard policies can have a reverse effect: instead of protecting US leadership, they would accelerate the formation of a rival technological ecosystem.

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Technological standards at stake

At the center of the discussion is a dispute exceeds the scope of chips sale: it is the definition of patterns that will guide the development of AI in the world.

Su and Huang point out that by preventing US companies from presence in markets such as Chinese, the US is in danger of allowing other nations to establish its own references (potentially incompatible with today) and challenge Washington’s technological mastery.

Source: CNBC