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.

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...

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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...

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5 hours ago | parent | prev [-]

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