Comment by latentframe
5 days ago
It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.
5 days ago
It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.
This has been true for a few years now. US is gated by power. China is gated by advanced chips.
The US needs solar and wind hardware manufactured by China.
China needs advanced chips manufactured by ... Taiwan.
Yes but TSMC themselves rely on software and fab equipment/materials made by Europe and US. TSMC also needs stuff from China, mind you.
It's all connected.
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