China’s Chip Scheme
In AI, the lion’s share of the most advanced GPUs essential to the latest models are designed by one company, the American firm NVIDIA. Most of its chips are manufactured by one company, TSMC, in Taiwan, the most advanced in just a single building, the world’s most sophisticated and expensive factory. TSMC’s machinery to make these chips comes from
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These chips are central to everything from facial recognition to self-driving cars, and that has set off a race to build the next-generation AI chip. Google and Microsoft—companies that had long avoided building their own chips—have jumped into the fray, alongside Intel, Qualcomm, and a batch of well-funded Silicon Valley chip startups. Facebook
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order



Part 2 is up and is linked in the next post! The United States of America has become an *extraction* economy. We extract value from our existing position in the world afforded to us through dollar dominance, without rebuilding the foundations that created that position.
China (for all their faults) has become a... See more