Nathan Lambert

You can't ship the most powerful chips to all these countries who we know are just going to rent it to China. You have to limit the numbers, right?

And same with manufacturing equipment, tools, all these different aspects. But it all stems from AI and then what downstream can slow them down in AI. And so the entire semiconductor restrictions, you read them, they are very clear. It's about AI and military civil fusion of technology. Right. It's very clear.

And same with manufacturing equipment, tools, all these different aspects. But it all stems from AI and then what downstream can slow them down in AI. And so the entire semiconductor restrictions, you read them, they are very clear. It's about AI and military civil fusion of technology. Right. It's very clear.

And same with manufacturing equipment, tools, all these different aspects. But it all stems from AI and then what downstream can slow them down in AI. And so the entire semiconductor restrictions, you read them, they are very clear. It's about AI and military civil fusion of technology. Right. It's very clear.

And then from there it goes, oh, well, we're banning them from buying like lithography tools and etch tools and deposition tools. And, oh, this random like, you know, subsystem from a random company that's like tiny. Right. Like, why are we banning this? Because all of it, the U.S. government has decided is critical to AI systems.

And then from there it goes, oh, well, we're banning them from buying like lithography tools and etch tools and deposition tools. And, oh, this random like, you know, subsystem from a random company that's like tiny. Right. Like, why are we banning this? Because all of it, the U.S. government has decided is critical to AI systems.

And then from there it goes, oh, well, we're banning them from buying like lithography tools and etch tools and deposition tools. And, oh, this random like, you know, subsystem from a random company that's like tiny. Right. Like, why are we banning this? Because all of it, the U.S. government has decided is critical to AI systems.

Extreme ultraviolet lithography. To set context on the chips, right, what Nathan's referring to is in 2020, Huawei released their Ascend 910 chip, which was an AI chip, first one on 7 nanometer before Google did, before NVIDIA did. And they submitted it to the MLPerf benchmark, which is sort of a industry standard for machine learning performance benchmark. And it did quite well.

Extreme ultraviolet lithography. To set context on the chips, right, what Nathan's referring to is in 2020, Huawei released their Ascend 910 chip, which was an AI chip, first one on 7 nanometer before Google did, before NVIDIA did. And they submitted it to the MLPerf benchmark, which is sort of a industry standard for machine learning performance benchmark. And it did quite well.

Extreme ultraviolet lithography. To set context on the chips, right, what Nathan's referring to is in 2020, Huawei released their Ascend 910 chip, which was an AI chip, first one on 7 nanometer before Google did, before NVIDIA did. And they submitted it to the MLPerf benchmark, which is sort of a industry standard for machine learning performance benchmark. And it did quite well.

And it was the best chip at the submission, right? This was a huge deal. The Trump admin, of course, banned the Huawei from getting 7 nanometer chips from TSMC. And so then they had to switch to using internal domestically produced chips, which was a multi-year setback.

And it was the best chip at the submission, right? This was a huge deal. The Trump admin, of course, banned the Huawei from getting 7 nanometer chips from TSMC. And so then they had to switch to using internal domestically produced chips, which was a multi-year setback.

And it was the best chip at the submission, right? This was a huge deal. The Trump admin, of course, banned the Huawei from getting 7 nanometer chips from TSMC. And so then they had to switch to using internal domestically produced chips, which was a multi-year setback.

I mean, he may have woken up last week, right? Leon Feng met the second command guy and they had a meeting. And then the next day they announced the AI subsidies, which are a trillion RMB.

I mean, he may have woken up last week, right? Leon Feng met the second command guy and they had a meeting. And then the next day they announced the AI subsidies, which are a trillion RMB.

I mean, he may have woken up last week, right? Leon Feng met the second command guy and they had a meeting. And then the next day they announced the AI subsidies, which are a trillion RMB.

And the US government realized in October 7th, 2022, before ChatGPT released, that restriction on October 7th, which dropped and shocked everyone. And it was very clearly aimed at AI. Everyone was like, what the heck are you doing? Stable diffusion was out then, but not ChatGPT. Yeah, but not ChatGPT. So it was like starting to be rumblings. Of what Gen AI can do to society.

And the US government realized in October 7th, 2022, before ChatGPT released, that restriction on October 7th, which dropped and shocked everyone. And it was very clearly aimed at AI. Everyone was like, what the heck are you doing? Stable diffusion was out then, but not ChatGPT. Yeah, but not ChatGPT. So it was like starting to be rumblings. Of what Gen AI can do to society.

And the US government realized in October 7th, 2022, before ChatGPT released, that restriction on October 7th, which dropped and shocked everyone. And it was very clearly aimed at AI. Everyone was like, what the heck are you doing? Stable diffusion was out then, but not ChatGPT. Yeah, but not ChatGPT. So it was like starting to be rumblings. Of what Gen AI can do to society.

But it was very clear, I think, to at least like National Security Council and those sort of folks that this was where the world is headed, this Cold War that's happening. Yeah.