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
Did you just confuse Japan (one of our closest allies) with China?
No, I didn’t confuse Japan with China. The US has been restricting China’s access to high-end AI hardware, research, and talent for years.
NVIDIA’s A100 and H100 chips were banned from export to China in 2022. When NVIDIA made weaker versions (A800 and H800), the US banned those too in 2023. The goal? Prevent China from developing competitive AI.
It’s not just hardware. Since 2018, the US has been limiting Chinese nationals in AI and robotics programs. In 2020, over a thousand Chinese researchers had their visas revoked because of “military ties.” US tech companies have also been pulling out of China—IBM, for example, slashed its R&D operations in 2024.
This has been a slow but deliberate strategy to control computational power. The fact that people are only just realizing it now says a lot.
But you mentioned Japan in your previous comment, and didn’t address that.
So... Yes you did.
We restrict those chips going to China. Not Japan.
You wrote a whole book confirming you misspelled the first time around without bothering to check what you had previously wrote. Odd choice