Joe Allen

are the accelerationists the ones that are pushing at the same time to make sure the Chinese Communist Party have an ecosystem?

Because this is not any one thing that makes you competitive.

It's like it was not any one thing that did mercury.

As Lina Khan describes it, you have to have kind of an industry ecosystem with different pieces to it.

Training, knowledge, capital, debt and equity, chips, manufacturing, processes.

That's what exists here.

And so why are the accelerations, which are the ones who want to put, you know, all gas, no break.

Why are they the ones that also at the same time are pushing us to essentially arm our enemy in this, which we agree is the most vital race of all, sir?

Well, if you take them at their face, it's to just basically instill American norms, even in China, in China's hardware, and lure them into becoming dependent.

Now, if that's the honest response from those promoting this, then I think that's just foolish on its face.

Clearly, if we feed them H200s or any chips, we're only increasing their capacity both for training and for inference.

uh the other motivations these are only speculative but i think they're probably more realistic than what they're saying would be that they want more money you have nvidia that would love to see the chinese market be opened up to them to not only have their chips over there but to rake in cash and then

If you got a little bit more conspiratorial or at least imagining a strategy that's unspoken, it would simply be to continue this race and provide justification for the development and deployment here in America by pointing to China constantly as the competitor that we need to stay ahead of.

I mean, in reality, China is the closest competitor that we have.

But it's also known that right now they're struggling to train new models because of all of the compute they use for inference, meaning that they already are lacking in enough compute to really keep pace with America.

And when you look at their indigenous competitors,

operation with Huawei being the lead producing the Ascend chips.

It is a tiny, tiny fraction of what Nvidia produces and a tiny fraction of the chips used for compute.

Nvidia chips are something like 60% worldwide.

Ascend chips are maybe one or 2%, some tiny fraction.