Comment by xbmcuser
11 hours ago
What we need is a deepseek moment in hardware ie China reaching parity on node size that is the only way latest computers let alone latest ai will be available to us in the future otherwise the profit margins will push most production to AI.
To be honest, China not having access to the latest hardware is exactly what has driven LLM technology forward the last 2 years.
Why?
Because it forced them to focus on efficiency, instead of throwing more compute at the problem.
Just like in software, some of the most beautiful solutions come from constraints. Think, the optimisations that game developers implemented because of the frame budget.
On top of that, China is also facing hardware constraints, which is pushing companies to develop better domestic chips for AI training. It'll be interesting to see how things perform once Huawei's newer hardware is fully deployed at DeepSeek.
Open Source ASML EUV. But will wipe off trillions from US stocks so 401k may not like that.