Comment by mooreds
17 hours ago
I don't know if he's right, but Peter Zeihan thinks the breakdown in globalization will negatively affect the ability to continue to improve the chips that AI depends on[0]. Too many steps in the supply chain, too widespread, too vulnerable to deglobalization.
An invasion of Taiwan would definitely slow progress but it wouldn’t stop it.
We already have sufficient hardware that algorithmic (software) improvements alone should get us to GPT 7 / Greek Reference 6 even if not a single new chip is delivered to an AI data center ever again, starting today.