Did Jensen single-handedly pop the AI bubble with his juang?

you are viewing a single comment's thread
view the rest of the comments
[–] 5 points 12 hours ago (2 children)

Idk what kind of flak im going to get for this... but why?

As far as I can tell, the smuggling was done because the chips were export restricted. The hardware is export restricted because it enhances signal intelligence capabilities. The enhancement is purely due to efficiency. The technique of using nueral networks for sigint isn't novel.

The hardware could be reverse engineered, but China is still far too behind on chip fab quality to make use of it.

Like, quite frankly, this is a stupid smoke and mirrors show to attempt to make AI-related hardware "extra special."

Like... we can do what the hardware does on existing GPUs that aren't export restricted. So I guess I don't get why China would spend the assets trying to acquire the chips, and why the chips are exported restricted in the first place. If I was China, I would have laughed in the face of the export restrictions, bought every single GPU post 2023 I could get my hands on, and just run my sigint program through that.

Like, yeah, you're going to consume a lot more power to get the same results, but you will still get the results.

  • source
  • hideshow 2 child comments
  • [–] 4 points 12 hours ago (1 child)

    As you observed, it's about the efficiency. A top of the line GPU can fit the biggest, latest models, or it can train a bigger model with more parameters. The field is moving so fast that this makes a big difference.

    Remember that any server has a limited number of slots, too. You can't keep adding 8gb GPUs to match whatever number of 64gb GPUs.

  • source
  • parent
  • hideshow 1 child comment