Press Space to continue
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Press Space to continue
Press Space to continue
Huawei shortages also show that middle powers can't 'hedge toward China' on AI: there's no alternative to the US if you want frontier compute capacity at scale. tough spot for the world, but a great position for the US to leverage for global influence. if the admin wants to!
For those of us who have been arguing for years that China's AI chip production is extremely constrained and Huawei lacks the capacity to fill China's domestic AI compute needs, much less sell to other countries, seeing the Huawei Chairman publicly admit this is very gratifying. https://t.co/oUTWFo8J4s