Is Imagination Technologies China’s backdoor to AI tech?
Officials smell smoke and look for the fire.
By Jon Peddie Research (January 10, 2025)
A UK-China Transparency report raises concerns that Imagination Technologies may have aided Chinese companies in developing advanced GPU technology, despite US export restrictions. Imagination sold licenses to Moore Threads and Biren Technology, which are restricted due to potential military use. The licenses included technology transfer arrangements and training, sparking concerns that Imagination’s tech may be used for military purposes. This could impact US GPU makers AMD and Nvidia, potentially cutting into their market share and revenue in China.
As the Biden administration put export restrictions on US companies about exporting advanced AI tech to China, UK-based Imagination Technologies may have been showing the Chinese how to build their own.
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