America and China are fighting for the future of AI — chips are the battlefield

I CANNOT BE THE ONLY ONE WHO SAW THIS BECAUSE PRESIDENT DONALD TRUMP IS SITTING DOWN IN WASHINGTON WITH XI JINPING THIS WEEK AND THE REAL FIGHT IS OVER ARTIFICIAL INTELLIGENCE CHIPS, WHICH IS WILD BECAUSE FOR YEARS AMERICA USED EXPORT CONTROLS TO KEEP TOP SEMICONDUCTORS AWAY FROM CHINA FOR NATIONAL SECURITY, BUT THE UNINTENDED CONSEQUENCE IS CHINA JUST ACCELERATED BUILDING ITS OWN STUFF! AND NOW HUAWEI IS EXPANDING ITS ASCEND AI CHIPS AND SAYS CHINESE DEMAND IS ALREADY EXCEEDING SUPPLY, WHILE DEVELOPERS ADAPT SOFTWARE TO DOMESTIC HARDWARE SO THEY DO NOT EVEN NEED US TECH, WHICH MEANS THIS IS NOT JUST CHIP SALES ANYMORE, IT IS AN ENTIRE ECOSYSTEM BATTLE TO SEE WHO THE REST OF THE WORLD PICKS BEFORE SWITCHING BECOMES IMPOSSIBLE! OK I AM GOING TO GO BE QUIET NOW.

SO APPARENTLY, AND I AM STILL PROCESSING THAT PRESIDENT DONALD TRUMP IS SITTING DOWN WITH CHINESE PRESIDENT XI JINPING IN WASHINGTON THIS VERY WEEK AND THE ENTIRE FIGHT HAS OFFICIALLY MOVED FROM AI SOFTWARE TO WHO ACTUALLY CONTROLS THE CHIPS AND COMPUTING INFRASTRUCTURE UNDERNEATH IT, WHICH IS WILD BECAUSE EVERYONE THOUGHT EXPORT CONTROLS WOULD JUST LOCK CHINA OUT FOR MILITARY REASONS, BUT INSTEAD CHINESE COMPANIES JUST POURED RESOURCES INTO CONNECTING VAST NUMBERS OF DOMESTIC PROCESSORS TO COMPENSATE FOR LIMITATIONS, AND HUAWEI RECENTLY SAID LOCAL DEMAND FOR ITS AI HARDWARE IS ACTUALLY EXCEEDING SUPPLY RIGHT NOW, SO NOW THE REAL NIGHTMARE SCENARIO IS THAT OTHER COUNTRIES INVEST BILLIONS DEPLOYING HUAWEI'S ASCEND ECOSYSTEM INSTEAD OF WAITING ON RESTRICTED AMERICAN SEMICONDUCTORS, AND ONCE EVERYBODY WRITES SOFTWARE FOR THEIR STUFF SWITCHING BACK IS BASICALLY IMPOSSIBLE. ANYWAY REMEMBER I TOLD YOU FIRST.

As Donald Trump and Xi Jinping prepare to meet in Washington, competition over AI chips is escalating as China and Huawei push to develop domestic semiconductor ecosystems.

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