The US and China Are in an All Out Race For AI Domination
Odd Lots
Efficiency through Constraints in AI Development
The limitation of the national government in China on building hard tech infrastructure, especially in AI, has led to wastage of government money in chip manufacturing. With the upcoming release of NVIDIA's Blackwell chip, the hardware GPU gap will widen, making it challenging for Chinese technology builders to close the performance difference. However, under constraints, there is potential for Chinese AI models to become more efficient as engineers strive to find solutions despite limited access to compute resources.
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