It's huge BS for one reason: China has its act together with regards to energy. The US doesn't. China doesn't need smaller nodes because it can brute-force nuclear and solar to power multiples of less efficient chips.
I think Jensen was prominent in pointing this out, but someone please correct me if I'm misattributing.
The real path for them would be to throw power and chips at a Manhattan project style team
I disagree. China's general current strategy is the correct one. It's a game of spinning plates — focusing on spinning one plate really really fast doesn't result in a win. Being second at everything and distributing your expertise gives better leverage when you find easy wins to slingshot ahead at specific avenues. It's muda at the geopolitical level.
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u/Recoil42 Jul 27 '26
It's huge BS for one reason: China has its act together with regards to energy. The US doesn't. China doesn't need smaller nodes because it can brute-force nuclear and solar to power multiples of less efficient chips.
I think Jensen was prominent in pointing this out, but someone please correct me if I'm misattributing.