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There’s gov intervention now, not due to shortage nor Covid related supply, but strategic moves that’s happening between US and China. With China having “seize

by bfung 4y ago

There’s gov intervention now, not due to shortage nor Covid related supply, but strategic moves that’s happening between US and China. With China having “seized” Hong Kong, and Russia invading Ukraine, flags went up signaling that the next major move in the future could be China invading Taiwan. And Taiwan is where the most advanced chips are made. In parallel news, playing with the open source AI models, it’s clear that GPUs are NEEDED in order to run these AI models. Ex: an Nvidia RTX3090 (low end of A100) can run Stable Diffusion in a couple minutes, while my 2013 MacBook Pro, cpu driven, takes ~4hrs to perform the same task. AI models applied to military uses is a game changer, as demonstrated by Ukraine equipped with US tech. Mitigating the risk of losing Taiwan, enabling production on US shore, and banning sales to China [1] would keep the economic and military advantage on the US side a bit longer than if things kept going the way they were. Chips might slump now, but GPUs are gonna be in hot demand, even w/o the blockchain use cases. As demonstrated by the open source AI models, we’re about to replace a lot of stock photos, news illustrations, logo services… and that’s just the beginning. [1] https://www.bis.doc.gov/index.php/documents/about-bis/newsroom/press-releases/3158-2022-10-07-bis-press-release-advanced-computing-and-semiconductor-manufacturing-controls-final/file https://www.bis.doc.gov/index.php/documents/about-bis/newsro...

hikingsimulator 4y ago
You mention AI applications in Ukraine. Can you provide more information on that? Sounds like a rabbit hole.
chernofool 4y ago
Are you certain that AI is used in any of the tech that the US is sending to Ukraine? It's mostly cold war era equipment, designed around the '90s or earlier. Modern AI also seems very failure-prone for military applications around populated areas.
- rank0 4y ago
  What about the air defense systems? Those things surely need advanced compute. There’s also drones, communications systems, electronic warfare systems, jets etc…
  - chernofool 4y ago
    None of those systems are autonomous, people still handle the decision-making. Also, AI does not mean faster or more advanced compute; the fact that it requires so many cycles and watts is a testament to its relative inefficiency. Aerospace code is much too thoroughly-vetted to use something as slow and imprecise as a modern AI system. Existing realtime platforms and sensors are plenty fast, and you can prove that they'll work correctly. Plus, when you're procuring chips to run in an adverse environment, advanced process nodes will probably be too fragile and prone to interference.

by bfung 4y ago

hikingsimulator 4y ago

You mention AI applications in Ukraine. Can you provide more information on that? Sounds like a rabbit hole.

chernofool 4y ago

Are you certain that AI is used in any of the tech that the US is sending to Ukraine? It's mostly cold war era equipment, designed around the '90s or earlier. Modern AI also seems very failure-prone for military applications around populated areas.

rank0 4y ago
What about the air defense systems? Those things surely need advanced compute. There’s also drones, communications systems, electronic warfare systems, jets etc…
- chernofool 4y ago
  None of those systems are autonomous, people still handle the decision-making. Also, AI does not mean faster or more advanced compute; the fact that it requires so many cycles and watts is a testament to its relative inefficiency. Aerospace code is much too thoroughly-vetted to use something as slow and imprecise as a modern AI system. Existing realtime platforms and sensors are plenty fast, and you can prove that they'll work correctly. Plus, when you're procuring chips to run in an adverse environment, advanced process nodes will probably be too fragile and prone to interference.