3,312 karma · joined June 23, 2021
I am not inventing a winner take it all scenario, that is what driving the race.
The other part is that it’s a bit of a meme here to say that the chip restriction is actually helping China (or shall I say, coordinated effort?). For once, we know that China has put a lot of pressure on the US to relax these controls multiple times. In addition to large chip smuggling networks (e.g. 22% of NVidia’s worldwide revenue magically comes from Singapore, and the ratio has been growing).
Lastly, assuming acceleration in AI (which we ARE seeing), there might not be time to China to catch up. The best estimate right now is that the first EUV chips from China will not come out before 2030. By that time who knows how powerful AI will be.
All I’m saying is that the discussion is so one sided and a bit baselesss with no nuance, that it seems either a meme/groupthink in the community or coordinated. If anything, the data suggests that the US should increase its export controls and better track the tech supply chain if it wants to further curb Chinese progress.
https://epoch.ai/data-insights/ai-supercomputers-performance...
Also - I think you totally missed the point of the grandparent poster, which is that US will not let US companies slow down.
And highlighting when it happens is exactly what helps people realize it’s not a one off.
Unfortunately, hacker news is being so heavily astroturfed that I counted dozens of comments just justifying this behavior appearing very quickly as this post appeared on the front page, together with its position being clearly suppressed.
The reason Texas is experiencing a boom in data centers is friendlier power grid policies to data centers (similar to why Google is building in Finland), in combination with (relatively small) tax incentives.
Direct quote from the second top comment:
> Whenever I see the new releases around video generation (and image) generation models, I get goosebumps, because it just feels so fun to work with them.
Compare that with the launch of ChatGPT Image of yesterday.
(You might have known that, but I thought it's worth clarifying).