alt Hacker News> Both the full training run and the large-scale deployment are built entirely on AI ASIC superpods. Pretraining spans millions of accelerator-days across more than 35 trillion tokens,
To think that Nvidia would not have any competition is quite laughable and Jensen knew that China would catch up.
This is the reason why restricting GPUs as a temporary blockade does not work and they would just make all the Chinese AI labs find clever workarounds to serve AI compute as cheap as possible, including building their own hardware.
Like Bitcoin has done with ASICs, AI will soon need them for training and inference (TPUs are also ASICs) and Jensen knew this by buying Groq.
Today is not a good day if you are Anthropic or OpenAI.
US restriction on China is not just GPU, but total blockade of anything semi related all the way from fab equipment to final chips. Same restriction will work on any other country. But it does not work on China. Not only there are astonishing number of crazy smart AI researchers in China, but also the entire semi supply chain, from fab machines to GPU/XPU chips and software ecosystems, is advancing extremely rapidly. China will be the only country where every step of the AI supply chain from materials, fab equipment, lithography, 7nm to 3nm logic fabs, HBM, packaging, photonics, GPU/CPU/XPU, software ecosystem, frontier AI labs, power production and power generation equipment are all within a single country.