Chris McGuire@ChrisRMcGuireThere is no defense of the admin’s AI policy. It is literally destroying American AI companies, while exporting AI chips to Chinese AI companies. Incoherent, catastrophic, and unprecedented. Xi’s early 2020s crackdown on the Chinese tech industry wasn’t even this self-defeating.Opens with an observation
Chris McGuire@ChrisRMcGuireI thought the reason we agreed to sell AI chips to Saudi Arabia and the UAE was because they promised to use the US AI stack, not the Chinese one. But Saudi is now using Chinese AI models to build their own models, and is using US chips to develop/run it. We are getting played.Opens with a curiosity gap
Chris McGuire@ChrisRMcGuireNvidia and Huawei both published their AI chip roadmaps this year – which make clear Huawei’s chips are falling even farther behind. Nvidia's best chips today are 5x more powerful than Huawei's. By 2027 that grows to 17x. The gap isn’t closing. It’s accelerating.Opens with an observation