Oh no Chinas chip manufacturing efforts have a long and rocky history, they would be pursuing a sovereign stack no matter what.

The tradeoff is worth it. They’re even publishing papers which blows me away — their efficiency gains quickly become incorporated into frontier models because they are open sourcing them. They would be aggressively pursuing the same chip pipeline strategy as they are today.

US is lagging in efficiency work because the ROI is better elsewhere for us. We have the same tier of talent, once the script flips so can the research.