Generally what happens in these environments is that competent people move on to greener pastures, and you end up self selecting for an echo chamber of the latter kind of people.

Cool. '..NPO, or Near-Packaged Optics' While not the same, the folding logic technique that stacks several processing layers on their new cpu's, also focus on data-transmissions and thus saves on heat, quicker transport, and a few other secondary benefits. It seem like Huawei rethinks communication on all HW scales. ..and that thinking 'kind of' goes for Chinese AI models also. Impressive that Huawei/China can jump in and teach old dogs some new tricks, imho.. Wonder if we will get active-computing ram where data+simple compute mostly stays on ram, active computing screens or other 'crazy' optimisations on traditional designs. At least I'm confident where it will come from..

ah great. human made horrors beyond my comprehension. no seriously stop torturing the damn fly brain

Lol wait time out - did you not mean to make a don quixote joke there? I thought it was a pretty clever counterpart to the whole "sisyphean task" thing so I figured it was safe to borrow from the work, casting myself as the ploughman and you as Quixote... sorta an evening of the tragic comedy, as it were.

Srsly, guys, I know we burned 1.5 trillion with only sick meme generators and increased server down-times to show for it... but just another half-billion and it's gonna be like totally cool, trust me, bro.

There is no way around needing helium, but China will boost their own production in time and they have access to helium from Russia as well. Meanwhile, the reason they can move so fast is due to having a centrally planned system the west rejects. It's the same reason Russia is now outproducing all of NATO in terms of weapons and ammunition. The west is in no position to recreate the necessary supply chains. Rare earths alone is a perfect example. I wrote about the problem in detail here if you're interested. Even under the most aggressive diversification scenarios, China is expected to retain 80% of global refining capacity by 2040. And that's just one example. The west has very little leverage at this point. Also, as she correctly points out, China doesn't need to get to ASML levels to make these fabs useful. As long as they're better than the current ones, that already means China will be producing better domestic chips. And they're also innovating with architecture as well such as Huawei's tau law design which folds the chip and dramatically improves performance. All these things work together. Finally, China is aggressively pursuing alternative computing substrates and some are already starting to come online. This is a recent example. These kinds of things have the potential to leapfrog silicon chips entirely. There's nothing comparable happening in the west because you can't do these kinds of projects without massive amount of state funding and direction to sustain them until they become profitable on their own.

Apropos just come across this https://youtube.com/watch?v=YiPgSm62fiM&is=759GPf0B-KUYHnSs