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- cross-posted to:
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Not despite… Because of and accelerated by
Which… is “funny” because even though it is a genuine arm race where 2 powerful nations are competing… it’s a pointless one.
Sure, we do get slightly better STT, TTS, some “generation” of “stuff”, as in human sounding text use for spam and scam, images and now videos without attribution, but the actual hard stuff? Not a lot of real change there.
Anyway, interesting to see how the chips war unfold. For now despite the grand claim though from both :
- US with software and models for AI (Claude, OpenAI, etc driven by VC backed funding looking for THE next big thing, which does NOT materialize) ) and hardware, mostly NVIDIA (so happy to sell shovels for the current gold rush) or
- China with “cheap” to train large models (DeepSeek) and hardware (SMIC, RISC based chips) to “catch-up” without any large production batch with any comparable yield
neither have produced anything genuinely positive IMHO.
i wonder what the ai related industries will look like once china’s mineral sanctions start to hit chip makers of all type.
They’ll just mine it elsewhere, we’ve been down this road before.
yes; but it’s decades away until the mines are productive, but the success of semiconductor companies are measured in quarters and the united states has no such reserves to draw upon ti fill in the gap between the two.
The last time this happened, it took time to get those mines set up and operating. When it slowed down, they mothballed the mines, but they’re still there. It won’t take nearly as long to re-open them.
when did it happen last time?
They are moving into Africa like they think they are Old Europe.
Yep, they were moving into Africa years ago. I remember being there in 2012 and the locals were complaining that China was buying out all the mines and contract jobs.
China doesn’t need the USA.
The USA needs China.
