Aandeel ASML Holding AEX:ASML.NL, NL0010273215

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Lieutenant Price schreef op 8 januari 2025 23:31:

Biden to Further Limit Nvidia AI Chip Exports in Final Push

"(Bloomberg) -- President Joe Biden’s administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final push in his effort to keep advanced technologies out of the hands of China and Russia.

The US wants to curb the sale of AI chips used in data centers on both a country and company basis, with the goal of concentrating AI development in friendly nations and getting businesses around the world to align with American standards, according to people familiar with the matter.

The result would be an expansion of semiconductor caps to most of the world — an attempt to control the spread of AI technology at a time of soaring demand. The regulations, which could be issued as soon as Friday, would create three tiers of chip trade restrictions, said the people, who asked not to be identified because the discussions are private.

At the top level, a small number of US allies would maintain essentially unmitigated access to American chips. A group of adversaries, meanwhile, would be effectively blocked from importing the semiconductors. And the vast majority of the world would face limits on the total computing power that can go to one country.

Countries in the last group would be able to bypass their national limits — and get their own, significantly higher caps — by agreeing to a set of US government security requirements and human rights standards, one of the people said. That type of designation — called a validated end user, or VEU — aims to create a set of trusted entities that develop and deploy AI in secure environments around the world.

Shares of Nvidia, the leading maker of AI chips, dipped more than 1% in late trading after Bloomberg reported on the plan. They had been up 4.3% this year through the close, following stratospheric gains in 2023 and 2024 that turned the company into the world’s most valuable chipmaker.

Nvidia objected to the proposal in a statement. “A last-minute rule restricting exports to most of the world would be a major shift in policy that would not reduce the risk of misuse but would threaten economic growth and US leadership,” Nvidia said.

Every data center and business is already incorporating AI through what the company calls accelerating computing, Nvidia said. “The worldwide interest in accelerated computing for everyday applications is a tremendous opportunity for the US to cultivate, promoting the economy and adding US jobs,” the chipmaker said

The measures build on years of curbs that already limited the ability of American chipmakers like Nvidia and Advanced Micro Devices Inc. to sell advanced processors in China and Russia. The US also has sought to prevent adversary nations from accessing cutting-edge US technology through intermediaries in places like the Middle East and Southeast Asia. Data centers are strategically crucial because companies use them to develop and run AI models, sometimes across national borders.

A representative of the White House’s National Security Council declined to comment. The Commerce Department’s Bureau of Industry and Security, which is in charge of chip export controls, didn’t immediately respond to a request for comment."

finance.yahoo.com/news/biden-further-...

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Hopper58 schreef op 9 januari 2025 07:46:

A.I. --> R.I.P. (2021 - 2025)

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Hopper58 schreef op 9 januari 2025 07:46:

A.I. --> R.I.P. (2021 - 2025)

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Inion schreef op 9 januari 2025 08:44:

Vergaat de wereld?

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Inion schreef op 9 januari 2025 08:44:

Vergaat de wereld?

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zjeeraar schreef op 9 januari 2025 09:05:

Wederom zie ik weer een belachelijk koersverloop na al die prima berichten, echter tegen sentimenten is het vechten tegen de bierkaai....
Blijf rustig zitten .....

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Opstapelen schreef op 9 januari 2025 09:07:

nog even door zo en de fantastische dag van maandag is weer volledig teniet gedaan.
Ben dat protectionisme van Bidden en expansie drift en gedram van die oranje man meer dan zat.
alsof ze US helpen met dit gedoe, kost ze alleen maar bergen geld

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Hopper58 schreef op 9 januari 2025 07:36:

[...]

Dit is een absolute catastrofe. Wat met Microsoft ,AWS, Alphabet en Oracle die wereldwijd Data Centers bouwen? Sorry hoor maar hoe wil je zo nog beleggen op de beurs. Overtuigd door de nieuwe info over NVIDIA en een koersdoelverlaging voor AMD van 200 $ naar 110 $ (ja inderdaad!!) door HSBC heb ik mijn AMD's maar snel verkocht en een deel in NVIDIA gestoken. AMD ging meer dan - 4 % en zal nog verder zakken (?)

Gelukkig heb ik zo'n 50 % cash langs de kant.

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voda schreef op 9 januari 2025 09:13:

HOOP!

Jefferies verhoogt koersdoel ASML van 840 naar 880 euro
Jefferies handhaaft koopadvies op ASML
09-jan-2025 09:06

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*voetnoot schreef op 9 januari 2025 08:48:

[...]
Op dit moment veel geschreeuw helaas. Zon komt op, sneeuw in het zuidoosten en mijn koffie loopt door. Verwarming doet het nog dus nee, rustig ademhalen en het nieuws anders even links laten liggen. Groet en een mooie dag.