China's AI war with the Americans is like selling Rolls Royce versus selling BYD, for the royalties versus for the masses

Now that the Chinese are advancing in chips technology after all the sanctions by the USA, the USA knows pursuing this agenda comes cannot defeat China over AI. So, the next attack has to be over something else, like AI theft in order for the tech war to be relevant.

China is not fighting the AI war over using the best high-end chips. China is building AI using a different architecture that relies less on chip power but on maximizing quantity over quality. China can make all the mid-range and legacy chips. Not that Chinese companies like Huawei and SMIC are incapable of advancing their chip technology despite the sanctions. It is only a question of time.

Even Jensen Huang said that the future of AI is not constrained by high-end chips, but on one thing that China has over the USA - cheap energy. This is one fundamental issue that the USA is finding it difficult to overcome, even when building all the massive data centers. The USA may have oil in abundance, but without the power generation logistics, it is the proverbial 'Sword of Damocles' hanging over the heads of data centers and AI centers.

But let us wait and see how the fantasy can overcome the reality in the technology war. The waiting may not be long you can be sure. Putting the cart before the horse does not augurs well, no matter how well intended the idea.


Anonymous