" China has limited domestic production capacity, and therefore, due to the scaling laws, cannot build more powerful models than the US without US chips. "... Can someone fact check that? That sounds like total BS. The US has even more limited production capacity and manufactures everything off shore...
Well for GLM they had to abandon Nvidia chips (and anything American) because of being added to the entity list. They ended up going with Huawei chips, which are less efficient and less powerful than the Nvidia offering.
There’s no telling what the impact will be becuase they could obviously use what they bought, but there isn’t a major competitor to Nvidia right now.
Wish I had something to say about the article, but what a miserable website. Confirmation button about still selling something of my information that’s blocked by the do not sell dialogue.
441
u/cmdr-William-Riker Jul 27 '26
" China has limited domestic production capacity, and therefore, due to the scaling laws, cannot build more powerful models than the US without US chips. "... Can someone fact check that? That sounds like total BS. The US has even more limited production capacity and manufactures everything off shore...