> Furthermore, export controls, for which Dario Amodei openly advocates, are already prompting China to build its own chips. China is, of course, behind the West, but not as much as you may think. Instead of adopting a Western technology stack and relying on our technology to build its AI models, China will increasingly rely on its own chips, reducing Western leverage.

China has been working hard to indigenize AI chip making since well before the October 2022 export controls. I don't think the controls had zero effect, but overall I think the effect is often very overstated, and anyway it's irreversible (there's no way China will stop its self-sufficiency efforts even if the AI chip ban is lifted; the CCP will always ensure there's a large enough domestic market carved out for every Huawei Ascend produced).

Cf. https://newsletter.decisiontreeresearch.com/p/how-much-did-u...