Earlier quoted context omitted.
ML models have the good property of only requiring investment once and can then be used till the end of history or until something better replaces them. Granted the initial investment is immense, and the results are not guaranteed which makes it risky, but it's like building a dam or a bridge. Being in the age where bridge technology evolves massively on a weekly basis is a recipe for being wasteful if you keep start…
Nah, if TSMC got exploded and there was a world war, in 20 years all the LLMs would bit rot.
Adjusted for inflation it took over 120 billion to build the fleet of liberty ships during WW2, that's like at least 10 TSMC fabs.