this post was submitted on 29 Jan 2025
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Nvidia has grown astronomically because they produce the big bad super GPUs that the big bad super LLMs allegedly need to be so big and bad and super.
Except we explicitly do not allow Nvidia to sell those products to CHINA. Because we've been trying to gain computational intelligence supremacy since like 1999, and we're coming to a tipping point.
However some small company just released a competitor (generally better) to the best big bad super LLMs out there. As a side project. And it is open source. Their budget was like .1% of any of the big bad super LLMs out there and they didn't use any of the big bad super GPUs (allegedly).
This makes Nvidias speculative astronomical growth over the last two years look hugely inflated.
Edit: China
Do you mean we don't sell nVidia GPUs to China?
Nope. Not the fanciest ones, anyways. The US has been cutting China off from high-end tech for years. In 2022, the government banned exports of NVIDIA’s A100 and H100 AI chips. When NVIDIA tried making toned-down versions (A800 and H800), the US banned those too in 2023. The goal was to stop China from developing advanced AI.
It’s not just hardware. Since 2018, the US has been restricting Chinese nationals from studying AI and robotics. In 2020, over a thousand visas were revoked to block researchers with ties to China’s military. On top of that, major US tech companies have been pulling R&D out of China, with IBM cutting a huge chunk of its operations in 2024.
People think China’s tech dominance is just happening on its own, but the US has been actively trying to choke it out.
But you said Japan earlier. I'm confused, but think it was just a typo?