AI Chips: China vs US

interesting article, some good points, some exaggerations... 

 No more Moore? So, what then for microchips?  And for China? — Kaskazi Consulting: A View from the Indian Ocean

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