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
Manufacturing is the hard part. China certainly has the knowledge to build a TPU architecture without needing to steal the plans. What they don't have is the ability to actually build the chips. This is even in spite of also stealing lithography plans.

There is a dark art to semiconductor manufacturing that pretty much only TSMC really has the wizards for. Maybe intel and samsung a bit too.

>>Workac+aj
> What they don't have is the ability to actually build the chips.

China has fabs. Most are older nodes and are used to manufacture chips used in cars and consumer electronics. They have companies that design chips (manufactured by TSMC), like the Ascend 910, which are purpose built for AI. They may be behind, but they’re not standing still.