It seems that AI is stopping being just a compute problem and becomes now an energy problem Power infrastructure scales really slower than chips so this could become a real important constraint.

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aurareturn a day ago | parent [-]

This has been true for a few years now. US is gated by power. China is gated by advanced chips.

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BLKNSLVR 21 hours ago | parent [-]

The US needs solar and wind hardware manufactured by China.

China needs advanced chips manufactured by ... Taiwan.

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aurareturn 21 hours ago | parent [-]

Yes but TSMC themselves rely on software and fab equipment/materials made by Europe and US. TSMC also needs stuff from China, mind you.

It's all connected.

	▲	BLKNSLVR 4 hours ago \| parent [-]
		> It's all connected This seems to escape a surprising number of people. ... even when unsubtly reminded. Maybe we need a website with a decent set of infographics that show the various inter-dependencies of the world economy, and an overlay showing the timings of these inter-dependencies.