interesting article, some good points, some exaggerations...
AI summary:
The article argues that as Moore's Law falters, the US strategy of relying on expensive, monolithic chips is becoming obsolete compared to China's system-focused approach.Instead of chasing smaller transistors, China is leveraging mature nodes, advanced interconnects, and open software to build cost-effective "Sherman swarm" computing clusters.
This strategy prioritizes "usable compute" and system-level optimization, allowing China to bypass sanctions and achieve high real-world performance at a fraction of the cost.
Ultimately, the author suggests that China's integrated ecosystem and renewable energy advantages will enable it to outmaneuver the US's reliance on raw hardware power.
same: Post | Feed | LinkedIn by Michael Power
