zlacker

>>giulio+(OP)
I'm surprised the perspective of China making TPUs at scale in a couple of years is not bigger news. It could be a deadly blow for Google, NVIDIA, and the rest. Combine it with China's nuclear base and labor pool. And the cherry on top, America will train 600k Chinese students as Trump agreed to.

The TPUv4 and TPUv6 docs were stolen by a Chinese national in 2022/2023: https://www.cyberhaven.com/blog/lessons-learned-from-the-goo... https://www.justice.gov/opa/pr/superseding-indictment-charge...

And that's just 1 guy that got caught. Who knows how many other cases were there.

A Chinese startup is already making clusters of TPUs and has revenue https://www.scmp.com/tech/tech-war/article/3334244/ai-start-...

>>alecco+zi
>Combine it with China's nuclear base and labor pool. And the cherry on top, America will train 600k Chinese students as Trump agreed to.

I dont understand this part. What has nuclear base got to do with chip manufacturing? And surely, not all 600k students are learning chip design or stealing plans

>>fullof+nr
I mean they have the power grid to run TPUs at 10x the scale of USA.

About students, have you seen the microelectronic labs in American universities lately? A huge chunk are Chinese already. Same with some of the top AI labs.