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Seeing what china is doing to the car market, I give it 5 years for China to do to the AI/GPU market to do the same.

This will be good. Nvidia/OpenAI monopoly is bad for everyone. More competition will be welcome.

That is not going to happen without currently embargo'ed litography tech. They'd be already making more powerful GPUs if they could right now.

they seem to be doing fine so far. every day we wake up to more success stories from china's AI/semiconductory industry.

I only know about Moore Threads GPUs. Last time I took a look at their consumer offerings (e.g. MTT S80 - S90), they were at GTX1650-1660 or around the latest AMD APU performance levels.

That's at a lower standard. If they can't do EUV they can't catch up, and they can't do EUV.

what makes you think they can't do it? they had no trouble doing everything else.

they'll be fine: https://www.msn.com/en-us/news/technology/huawei-smic-to-bui...

Because they're using DUV machines someone else sold them. They didn't build it themselves.

Chinese companies are working euv litho, its coming.

AI sure, which is good, as I'd rather not have giant companies in the US monopolizing it. If they open source it and undercut OpenAI etc all the better

GPU: nope, that would take much longer, Nvidia/ASML/TSMC is too far ahead

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