Earlier quoted context omitted.
Is anyone here calling legislators about it to inform them of this? Does anyone here have leverage to affect strategy?
[flagged]
[flagged]
How China built its ‘Manhattan Project’ to rival the West in AI chips
101–110 of 645 posts
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#102With Nvidia scaling down their consumer GPU production [0] I wonder if we will see consumer GPUs shipping from China in the future. Western companies seem to be abandoning the consumer/prosumer market which will have bad implications for hobbyists and aspiring professionals down the line. [0] https://www.pcmag.com/news/nvidia-might-cut-rtx-50-gpu-suppl...
It makes me feel so gross that these companies are leaving gamers behind. The whole idea of a GPU was from gaming and games. And the whole AI evolution was subsequently born over the fact that gamers/software engineers could toy around with incredibly powerful CUDA without having to shoehorn a weird graphics Api in the middle to do mathematics.
They did the same thing with the COVID crypto era boom. There really is no honor for these companies and I will be buying the first Chinese made silicone out of absolute spite and anger
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#103Earlier quoted context omitted.
Its not really just that AMD drivers are not that great (they are not) but they have been stable for a long time. Its that nvidia relentlessly works with game developers to make sure their graphics tricks work with nvidia drivers. Its so obvious you miss it. Look in the nvidia driver updates they always list games that have fixes, performance ect. AMD never (used?) to do this they just gave you the drivers and expect…
The whole “improve a game’s performance on the driver side” thing: does AMD simply not do that at all? Or just far less?
They definitely do it some, like Starfield came out with FSR out of the box but they didn’t add DLSS for several months. I got Starfield for free when I bought my 7800X3D which was a nice bonus. Definitely to a lesser degree than Nvidia though.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#104With Nvidia scaling down their consumer GPU production [0] I wonder if we will see consumer GPUs shipping from China in the future. Western companies seem to be abandoning the consumer/prosumer market which will have bad implications for hobbyists and aspiring professionals down the line. [0] https://www.pcmag.com/news/nvidia-might-cut-rtx-50-gpu-suppl...
Yeah PRC probably going to dump 1T into indigenize semi efforts by end of decade, but IMO good chance they're going to treat strategic semi as commodity utility business than make NASDAQ lines go up model. When western semi has 1st tier suppliers taking 30% margin, asml taking 50%, tsmc taking 50%, nvidia taking lol 70%, there's alot of fat on the pyramid to trim. PRC doing cost plus 10-20% will basically be able to…
The NASDAQ line go up model is why the AI boom is happening and a major factor in why it is Western companies leading the charge. The more bigger issue is that the west refused to sell chips to China so they had to figure out how to make their own. And margin compression is what free markets do. That is one of the big motivators to putting free markets everywhere, the freer the market the more compressed the margins become. All the people working hard at crappy jobs start working hard at high paying jobs instead until the competition drives the money out of the sector.
There is a theme in the industries China does well in - western regulators ban cut-throat competition, China competes very hard and wins. The situation at scale is pretty straightforward. Usually it is environmental or labour policy, so this case of the root cause being sanctions is a bit unusual. But, once again, how Nvidia is meant to compete in China when their best products can't be sold there?
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#105With Nvidia scaling down their consumer GPU production [0] I wonder if we will see consumer GPUs shipping from China in the future. Western companies seem to be abandoning the consumer/prosumer market which will have bad implications for hobbyists and aspiring professionals down the line. [0] https://www.pcmag.com/news/nvidia-might-cut-rtx-50-gpu-suppl...
The general trend of the industry is to move computational resources from the hands of users into data centers, so that they can control what can be done and how much they'll charge for computational services. In the medium term, a lot of what we take for granted nowadays will only be accessible from cloud providers and companies will pay more and more in subscriptions for these services.
Isn’t that mostly economics? I definitely prefer using Claude to GPT-OSS120B for a code assistant.
I don’t know about you, but I don’t have $500,000 laying around to buy myself a DGX B200 with a TB of HBM and 2TB of system ram, nor the 14.3kW of power to run the thing.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#106Earlier quoted context omitted.
The term 'Manhattan Project' is a common and widely used metaphor for R&D programs with effectively unlimited resources applied to them. The actual Manhattan Project is simply a very famous exemplar of such a program. Use of that term is not propaganda, it's normal English.
When referring to the efforts nation-states, I'd be very interested to hear how often such metaphorical usage is used to describe the work of adversarial vs. friendly countries. I would be shocked if it's as often (in the Anglophone press) used to describe the work of US-aligned countries as it is that of US-adversarial countries.
This is literally by the country that suffered the most from it.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#107Earlier quoted context omitted.
Is anyone here calling legislators about it to inform them of this? Does anyone here have leverage to affect strategy?
this is one of those 'elections matter' cases. There's no strategy. Americans made it clear they want a country run by real estate crooks, crypto bros, gambling advocates and bizarre entertainment personalities. A country sized Las Vegas maybe and the beauty is the people get always what they deserve.
Or, to play Devil's advocate, people called in the rabid dog because they felt they had been sold down the river starting in the 1970s. The hollowed out industrial towns weren't good places to grow up, and when they did manage to go to college and play by the rules the ladders were already in a fast retreat up the walls..
Damned if you. Damned if you don't.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#108Also interesting huge project: China is building a $116 billion dam which, according to Bloomberg, is expected to generate 70 GW, just to compare: UK whole capacity (de-rated) is around 70 GW.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#109The knowledge came from former ASML employees. I wonder if countries will sanction these individuals given the geopolitical implications of their assistance.
They were under NDA, probably
But the science was probably not
I don't think this is classified technology, although asml would like it if they were punished.
And even if it's patented, China has been stealing everything with little consequence
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#110Earlier quoted context omitted.
> scaling down their consumer GPU production [0] >> Due to Memory Shortages I don't think Nvidia wants to give up on consumer. They're a gateway into the overall AI ecosystem. Having feet planted there also make sure they can play the local game when that begins to blow up. Nvidia wants a robotics play, too. This is a pragmatic choice. And most of the money is in commercial.
> I don't think Nvidia wants to give up on consumer... This is a pragmatic choice. You mean, NV is after the money with a heavy heart and a sad tear or two over the abandoned consumers, like "We love you so much but sorry, we must go pragmatic on you"? > And most of the money is in commercial. This is a serious systemic failure and it's even wilder that it's accepted without question.
They're still selling GPS. They just want people to rent them instead of buy. Its definitely shitty, but it's not like they're quitting.