From the video description: Steve teased this as a feature length video, and it didn't really disappoint in that regard. Strap yourselves in, since this is three and a half hours long. It gets...
From the video description:
NVIDIA (NVDA) GPUs have become so in-demand for so-called "AI" workloads that a black market has emerged around them. Where there's prohibition, there's smuggling, and there's money to be made for everyone in the chain. We found smugglers, users, fences, middlemen, and institutions in China, Taiwan, and the US involved in this pipeline flowing export controlled GPUs to China. This is in violation of US Government law, which now includes imposed numerous restrictions on semiconductor processing capabilities, making legitimate export of high-end GPUs to Chinese companies or governments impossible without rarely-granted licenses. But while this is going on, the US Government, NVIDIA, and AMD have been negotiating a cut of sales of two specific models of GPU in order to unblock over $6 billion in combined lost revenue between the companies.
Steve teased this as a feature length video, and it didn't really disappoint in that regard. Strap yourselves in, since this is three and a half hours long. It gets pretty hands-on and more concrete than most investigations, going so far as to buy an export-controlled 5090 to see if it's actually possible, and even MacGyvering a 4090 with 48GB of VRAM from used parts.
From the video description:
Steve teased this as a feature length video, and it didn't really disappoint in that regard. Strap yourselves in, since this is three and a half hours long. It gets pretty hands-on and more concrete than most investigations, going so far as to buy an export-controlled 5090 to see if it's actually possible, and even MacGyvering a 4090 with 48GB of VRAM from used parts.