Comment on Republican calls out Trump on GPU sales to China
brucethemoose@lemmy.world 2 weeks ago
The irony is the chip ban is exactly what advanced Chinese AI. They were reliant on Nvidia like everyone, forcibly, choked off, then:
- Forced to get thrifty, collaborate and acutally innovate, while the US spins its wheels doing ‘private’ research, skipping that to scale up instead or turning to focus on ‘Products’ (to quote Zuckerberg): techrepublic.com/…/news-meta-llama-ai-mark-zucker…
- It forced them to grow their own training hardware, which they now have: Huawei NPUs. Along with pretty good models specifically designed for them, and power efficient on them: huggingface.co/…/pangu-pro-moe-model
- Being a ‘step’ behind saved money. And now they’re racing ahead as US firms plateau and flounder.
So this is just Republicans being paid off by AI Bros, and Trump ultimately did the right thing here (and was probably talked into it by the Nvidia CEO, TBH). But its too late anyway.
IsaamoonKHGDT_6143@lemmy.zip 2 weeks ago
I don’t know, because according to Poe’s data, American AI models are used more than Chinese ones. Although Poe is blocked in China, as are ChatGPT, Gemini, and Grok. So, Chinese AI models cover the Chinese market.
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American AI companies follow the competitive model, each developing their own AI models and occasionally publishing their research. With a few exceptions, they end up using a standard published by an American AI company.
Chinese companies follow the collaborative model, although they also compete somewhat. They develop their own AI models, publish their AI code, publish their research, and use standards.
The American government obtains AI models by awarding contracts to the companies that develop them. The Chinese government obtains AI models from its companies for free.
But Nvidia still has a lot of market share in GPUs, only AMD has 4%, Huawei only 2% and the rest is shared by others, Intel and minority companies.
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In a race it is never too much if they are still running, it only applies when the race is already over.
brucethemoose@lemmy.world 2 weeks ago
The Chinese models are locally hostable. This does not, and cannot count entities self hosting the models privately.
The research posted by American AI companies (other than huggingface and a few startups) is pretty much a nothing burger.
This is what I keep trying to tell everyone. It’s not US vs China nor AI vs no AI, the real battle is corporate APIs vs augmented, locally hosted, open weights and open research models.
I hope the future is specialized models on smartphones, occasionally augmented by remote APIs. And that has a lot of gravity because, once set up, the calls are basically free.