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Grok 3: Another win for the bitter lesson

(www.thealgorithmicbridge.com)
129 points kiyanwang | 2 comments | 20 Feb 25 07:15 UTC | HN request time: 0.426s | source
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ArtTimeInvestor ◴[20 Feb 25 08:07 UTC] No.43112245[source]▶
It looks like the USA is bringing all technology in-house that is needed to build AI.

TSMC has a factory in the USA now, ASML too. OpenAI, Google, xAI and Nvidia are natively in the USA.

While no other country is even close to build AI on their own.

Is the USA going to "own" the world by becoming the keeper of AI? Or is there an alternative future that has a probability > 0?

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losteric ◴[20 Feb 25 08:20 UTC] No.43112313[source]▶
US has been reshoring hardware for a while, but that didn’t stop DeepSeek and certainly won’t prevent presently allied powers from building AIs.

A big lesson seems to be that one can rapidly close the gap, with much less compute, once paths have been blazed by others. There’s a first-mover disadvantage.

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ArtTimeInvestor ◴[20 Feb 25 08:28 UTC] No.43112383[source]▶
DeepSeek has built their software on Nvidia hardware which needs ASML and TSMC hardware to be built.

Even China has not yet managed to even remotely catch up with this hardware stack. Even though the trail has been blazed by ASML, TSMC and Nvidia.

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1. ZiiS ◴[20 Feb 25 10:45 UTC] No.43113221[source]▶
PRC considers Taiwan hence TSMC to be part of China. Whilst it is easy to disagree with this politically; if push came to shove, it would be much harder to disagree practically.
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2. quesera ◴[20 Feb 25 23:44 UTC] No.43122063[source]▶
The common belief appears to be that PRC can successfully assimilate Taiwan, but not with an intact and operable semiconductor industry.