Impact of Restrictions on GPU Transfer to China and Military AI Development

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The chapter delves into the consequences of restrictions on GPU transfers into China, causing challenges and inefficiencies for Chinese firms in AI training. It discusses the US's role in countering China's advancements in military AI, the race for scientific discovery automation, and the imminent shift in power dynamics with AI advancement. The conversation also explores policymakers' struggles in forecasting rapid AI developments and the feedback loop of AI enhancing chip design in the industry.

Beneath the race to train and release more powerful AI models lies another race: a race by companies and nation-states to secure the hardware to make sure they win AI supremacy.

Correction: The latest available Nvidia chip is the Hopper H100 GPU, which has 80 billion transistors. Since the first commercially available chip had four transistors, the Hopper actually has 20 billion times that number. Nvidia recently announced the Blackwell, which boasts 208 billion transistors - but it won’t ship until later this year.

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