| ▲ | jameslk 2 days ago |
| Speaking just to the workers aspect: there is no catching up to this for the US. It simply comes down to population. China has a workforce of 858 million. The entire population of the US is only 340 million. |
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| ▲ | bad_haircut72 2 days ago | parent | next [-] |
| The US is (was?) just first among equals of the entire Western hemisphere, what we needed was more cooperation with allies, instead we went full soviet union thinking we can do everything ourselves and now we get to slowly watch another great empire fall |
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| ▲ | hshdhdhj4444 a day ago | parent | prev | next [-] |
| If China has 1mm AI workers, for the U.S. to match that, only 0.3% of its population would need to be AI workers. If the U.S. wanted to catch up, they could have, for 1 year, increase their H1B immigration quota to 800k instead of 80k, last year (the well is probably too poisoned under the current administration), for AI workers and they would have exceeded China’s number in a year, because I suspect a lot of those 1mm Chinese AI workers would have been the first to take advantage. But also, since the U.S. recruiter (or at least used to), from the entire world and only a handful of China’s workers are immigrants, the US would get (or used to get) the best of the best in the entire world, so they wouldn’t even need to match China. Heck, thanks to having recruited the best of the best fork the entire world for the past few decades the U.S. is ahead, or at least on equal footing even with this tiny fraction of people. |
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| ▲ | BobbyTables2 2 days ago | parent | prev | next [-] |
| But 3x population doesn’t square with 50x the allocated workers… |
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| ▲ | faangguyindia 2 days ago | parent | next [-] | | Economies of scale. More efficient market can have less people parting in non important area and existence of central authorities means more resources can be deployed where it is needed. Also, average science and math knowledge in America has regressed. It's evident from the fact i come to US, so many people do not know 10+20= 30 and pull out mobile calculator to check that. Sighhhh | |
| ▲ | smallerize 2 days ago | parent | prev [-] | | It also doesn't square with the actual numbers from the cited sources, which put China at only 30k AI researchers. The article also calls him our for lying about Ascend 910C performance (90% of nvidia's H100 vs 60% actual). And where is the RAM going to come from if CXMT can only make enough for 300k GPUs by the end of next year? | | |
| ▲ | maxglute 2 days ago | parent [-] | | Depends on who you think has better information. Stats on Ascend 910C, CXMT production and PRC semi in general are unsubstantiated by some policy positions to keep export controls. They can be every bit as fabricated / motivated. VS Jensen / Nvidia who of course wants to sell to PRC, but the caveate is everything they make they can sell already at whatever margins they demand. Combined with Nvidia likely has more connection with PRC semi -> accurate assessments projections and their argument isn't about current profits but future profits i.e. prolonging competitiveness / maintaining lead / not creating rivals. And note additional motivation to fabrciate PRC semi stats is as long as there's export controls, removing PRC demand reduces supply constraint / increases hardware access for non PRC buyers even though Nvidia get to price sets. So the question is, who is bullshitting you - every single data in this space is influenced by strategic goals. At the end of the day, whose motive is the most sensible? Nvidia not wanting long term strategic rival (because it ain't about short term $$$) or actors who want to remove PRC demand from Nvidia. |
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| ▲ | faangguyindia 2 days ago | parent | prev [-] |
| It can work basically if US deploys military based in India and develops indian cheap labor as a hedge against China Just like US usually does for Oil, why doesn't it do it for human resource? |
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| ▲ | saimiam 2 days ago | parent [-] | | That’s a crazy proposal given India’s long standing non-alignment policy which is being proved prudent given recent changes to US policies under Trump. Even US allies are reducing their reliance on the US and you’re asking India to reverse 70+ year old policy to embrace the US? We should probably accept that the US’ special place as everyone’s most reliable trading and security partner is over. |
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