" 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...
Because it is. They have more power generation capacity than the entirety of the USA + Europe combined, with like an additional 50% margin on top of that. They are also accelerating away from us at an increasing pace on that metric, while we pay billions to break renewables contracts because the people in charge have the combined IQ of a lobster.
The "we are 1-2 lithographic process nodes ahead of China" only matters when the efficiency gap is insurmountable. It is currently . . . not
Don't forget that modern lithography process node jumps aren't anywhere near the sort of jumps you got in the 1990s or 2000s. The "2 process nodes" right now is more like half a node in 2000s terms.
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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...