The Biden administration could restrict block US-based cloud providers from supplying their services to Chinese companies, the Wall Street Journal reported.
The White House has already been looking to prohibit American technology companies like Nvidia from selling products like chipsets purpose-built for AI applications to China. These new restrictions could curb American cloud providers like Amazon Web Services and Microsoft from selling cloud access to AI developers in China.
The US has feared Beijing's advancement into cutting-edge fields like AI and how the Chinese government may use the technology to bolster its influence around the world.
While the US government has restricted chipmakers like Nvidia from selling certain kinds of chips to China, it hasn't prevented cloud providers like Microsoft and AWS from offering their hosted services. Chinese companies could still train complex AI programs by renting resources from the likes of AWS or Microsoft, both of which offer cloud services in China and compete with Chinese cloud providers like Alibaba.
China has responded to US export bans on chipsets by restricting procurement of rare earth metals used in 5G modems and other semiconductors. Companies now have to apply for licenses to purchase them.
This market resolves to YES, a total ban if by the United States prohibits cloud providers (MSFT, AMZN, GOOGL, ORCL, IBM, VMW...) to do business in China.
This market resoles to Yes, but only for AI-related workloads, if they prohibit renting of GPU workloads.
Otherwise, it resolves to NO.
This market will rely in the wording of the mainstream financial press (WSJ, FT, The Economist...)
I may bet on this market.
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Major development, US will soon stop Chinese companies from using American clouds for AI training https://www.tomshardware.com/tech-industry/artificial-intelligence/us-takes-the-china-chip-war-to-the-next-level