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very few people comprehend - how much of an asteroid level event for western AI labs this is. china has cheap abundant power, now they can make their own infer
by dzonga 9d ago
very few people comprehend - how much of an asteroid level event for western AI labs this is.
china has cheap abundant power, now they can make their own inference chips (which was supposed to be a chokepoint), their models yeah can be 6 months behind the frontier - but most people don't need frontier models - small models r more than enough.
my only wish was labs like Mistral would make their own inference chips or partner up eg with established / new chip makers or companies like Oxide.
- vatsachak 9d agoAfter AI agents get good enough the real bottleneck will be power generation and political systems.
- g023 9d agoWhile the North American models say 'No', the chinese models say 'Go Go Go'. I guess we'll see whether the anti-consumer wins over the pro-consumer.
- MrBuddyCasino 9d agoThere is one player who might have a trump card up their sleeve: free power, in orbit. It isn’t over yet for the US. Also, don’t underestimate data retention and such. Big Corp will never send their LLM traffic to China.
- throwawayqqq11 9d agoThats a joker card. Anything in space is just extra complexity. And raw training data is no bottleneck any more too.
- cbg0 9d agoFor non residential consumers electricity is actually more expensive in China than in the US https://www.iea.org/reports/electricity-2026/prices https://www.iea.org/reports/electricity-2026/prices
- spacebanana7 8d agoStrategic industries generally get subsidised/free power. Perhaps more than the price advantage is the prioritisation in grid infrastructure. As a strategic industrial concern in China you almost certainly get easy access to transformers, grid connections, water etc which is a big bottleneck in the US.