well, it is not about disturbance but silence.

i am very old school and I believe in give and take. I prefer everyone gives something genuinely while taking something from other ppl. No one takes things for granted and just become a sleeper. Everyone must contribute and be a part of the community.

this is how a healthy lively community works...

No need to worry too much, I think the current restrictions will only have impacts on non US data center players. US DC players can apply for licenses to acquire more computing power.
But it's a super bad news for China DC players in MLY. They can no longer use MLY as a loophole to acquire Nvidia GPU.

Now the words on street suggests that the new curb also will impose a new limitation on data center computing power on tier 2 countries and complete ban on tier 3 countries. If this is true then malaysia's ambition of becoming regional datacenter hub will be compromised.

They want cheap land, cheap water and cheap electricity ma. US view us as high ROI country, invest little but the return is big. I don't think they will stop invest in MLY la...
But It does have impact on companies like Bytedance if they want to use MLY as a loophole to acquire Nvidia GPU.
Actually data center doesn't bring lots of jobs one, I rather companies like AMD to invest more in MLY (they are expanding their chip design business in penang for their ryzen series).

Ya..
But u look at tier 1 countries...
EU (if you want to start a business in Germany, you need to print out 25k pages of documents)
Japan (Earthquake)
South Korea (Near to North Korea)
Taiwan (walking distance to Mainland China... I mean very near to them)
Australia (High cost)
...
I believe the US counterpart will acquire the necessary license to acquire compute in MLY. Don't forget that trump will be back on 20th of Jan.

You're right ..trump might not reverse it..but why rush this curb before Trump's inauguration? Even if he doesn't reverse it..what is US gonna gain by capping chip imports to US data centers..its only going to slow down US DC progress in AI.. if the slow down, china will find a way to overtake.

Just in
NVIDIA SLAMS BIDEN'S LAST-MINUTE AI CHIP EXPORT BAN

Nvidia is calling out Biden's reported plan to tighten AI chip exports just days before Trump takes office, warning it would cripple the U.S. economy and tech leadership.

Nvidia VP Ned Finkle:

"This disguised anti-China move will hurt the global tech industry, limit U.S. competitiveness, and force countries to pivot to alternative technologies."

The proposal aims to prevent China's military from advancing AI capabilities, but critics argue it will backfire by ceding market dominance to foreign competitors.

Don't get me wrong... US has to slowdown China, so the chip export/compute power constraints are real. However, there's always a loophole that China can use (smuggle or what)... Otherwise how come there is plenty of H100 现货 in China... Hahaha

biden doest stop US company from investing in data center infra in tier 2 country, they just dont want them to invest too much in just one particular country e.g. malaysia.

So US company will still invest in malaysia. It is just once they hit their quota, they have to invest in other country.

Wait till the facts tonight then we will know more...

今天马股街头溅血千股齐跌。。。个人觉得应该是被标题党［USA WILL IMPOSE A FULL ACCESS BLOCKADE ON DATA CENTER CHIPS IN MALAYSIA］ko了。。。

如果单看标题的话会认为美国将对马来西亚的数据中心芯片实施全面封锁。但其实只是有条件的使用对数据中心的ai芯片而已，不是全面封锁。。。

当然详情还是要等官方公告。。。

the title of the article is a bit misleading if u read the article...

IMO the plunge today is a bit overkill because that article was actually released on saturday but the 1st hand news was reported a few days earlier. There is nothing new in that article beside the misleading title.

其實今天暴跌也不全然是AI芯片的新聞造成的，因爲這個消息早在3個星期前就開始傳出來了。
是最近的美國的國債殖利率一直在暴漲，然後美聯儲官員和華爾街大佬howard mark都直接出來警告美股估值太高了，風險偏好已經趨向保守，看bitcoin那裏也跌了不少，美股那裏已經有點緊張了，七姐妹裏的Microsoft，Nvidia，Google已經來到支撐綫保衛戰了。
整個亞洲股市都在下跌，是資金開始趨向保守了。

如果你预判我两个反弹日后才买入，那么你就第一个反弹日就买入。

但如果我预判你预判我的预判所以你第一个反弹日买入，那么我就在下行针出现后就买入。

如果你再比我高一层思维，那么你就在下行针出现前就买入。

如果你还有更高层的思维的话那就以此类推哈哈。。。

我就只是发表看法。
第二个贴，用词不当是我要改进。
Jk,我没事。
在论坛里发言都是讨论。
我会学习我能理解的，改进我能纠正的，这才是我留在klse的目的。

He has the love for tiktok, it helped him to get youngsters vote.
I don't think he will reverse the chip curb, but most likely will come out with a win win solution by negotiating with the industry experts. Of course Nvidia, AMD, and all the big tech giants will lobby his government. Let's wait for his inauguration.

Ya, both of them also don't want china to win...
My opinion is that, trump will ask for advices from elon and his big tech friends. From what I know, elon has always said this publically about how government shouldn't intervene the tech industry because it would slow down the economy/innovation.
Let's see what will happen next.