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Conclusion: making chip in the US is very expensive. more money is needed because National security.
Intel's Pat is trying hard to sell foundry services to Elon and Altman :D
https://www.cbsnews.com/video/gina-raimondo-talks-microchips-russia-china-60-minutes-video-2024-04-21/
I love Lesley Sthal's response when Rainmondo says, "we have the most sophisticated semis", "you mean Taiwan".
:D
https://knometa.com/news/?post=china-to-become-world-039-s-largest-source-of-ic-wafer-capacity-by-2026
It looks like China is leading in the older node. China is pretty good at mass produce once they master the art (tech) just like solar panels and EV car.
https://www.reuters.com/technology/intel-survived-bid-halt-millions-sales-chinas-huawei-sources-say-2024-03-12/
AMD is not a foreign company. Why Intel is allowed to sell to Huawei but not AMD?
I think this cycle of AI hype is real. Facebook took a long time since Zuck wrote the first line of PHP code to become a member of Magnificent 7. I didn't invest in Meta back then 'cause I think Social network is a fab that will die out but here we are.
Nvidia is selling the tool to dig the AI...
is 7 trillion going to be used on Nvidia's chip? why not build OpenAI's own AI chip with 7 trillion? Sam can hire the best to design the next-generation AI chip and a better platform than Nvidia's CUDA and hire Daniel as a consultant on how to spend that 7 trillion. :)