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andix 5 hours ago

> There aren't any other choices

This might be the trigger for creating other choices. Not within a month, but things can change quickly.

tim-projects 4 hours ago | parent | next [-]

I randomly received an email from chatgpt saying my account was suspended. I appealed it and got it back - I hadn't used it in months.

But this has left a sour taste in my mouth. What if I relied on it for mission critical business processes?

This is potentially far worse than say a gmail account going down. It's the stuff of nightmare fuel.

Not having an alternative is a massive risk for any business.

alephnerd 5 hours ago | parent | prev [-]

The issue is compute is constraint and export controlled, as is even knowhow in model training.

Edit: Can't reply

> Time to build fabs back in the states

We are and did. The Intel and TSMC fabs have already started 2nm fabrication.

bushido 5 hours ago | parent | next [-]

Compute was constrained. There is a lot happening, especially with chinese chips which currently points to a massive upcoming increase in non-US capacity.

ex: https://www.youtube.com/watch?v=8ekndZwyOzo

alephnerd 5 hours ago | parent [-]

They are export controlled in most cases as well.

Also, the EU, Japan, SK, ASEAN, and India are not supportive of using Chinese tech after China export controlled rare earth exports last years [0].

Software supply chain regulations also make utilizing Chinese software risky for ExChina players and make using ExChina tech risky for Chinese players.

Expect to see RFCs now demanding visibility into what models are used and right of refusal - this is already the norm in F1000s. Similar ones are likely to arise in the EU as well with some of the upcoming industrial policy changes being proposed.

[0] - https://www.reuters.com/world/china/china-is-making-it-harde...

jazzyjackson 4 hours ago | parent | prev | next [-]

If you’re talking about TSMC Arizona they aren’t fabricating at N3 until end of next year at the earliest, N2 isn’t slated until “end of decade”. I think they’re manufacturing Blackwell there which is N4 / 4nm

Source: https://www.tsmc.com/static/abouttsmcaz/index.htm

https://www.tomshardware.com/tech-industry/semiconductors/nv...

5 hours ago | parent | prev [-]
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