Also to a certain degree you can just throw loads of GPUs at the problem.
So instead of 100k GB200s, you have ~1m of these cards. One thing china _is_ good at is is mass manufacturing.
There's all sorts of caveats to that, but I really think people are overlooking this scenario. I strongly suspect that they could ramp output of (much?) weaker cards far quicker than TSMC can ramp EUV fabrication.
Plus China has vastly superior grid infrastructure. They have a massive oversupply of heavy industry, so even if they hit capacity issues with such gargantuan amounts of cards I can easily see aluminium plants and what not being totally mothballed and supply rerouted to nearby newly built data centres.
Also to a certain degree you can just throw loads of GPUs at the problem.
So instead of 100k GB200s, you have ~1m of these cards. One thing china _is_ good at is is mass manufacturing.
There's all sorts of caveats to that, but I really think people are overlooking this scenario. I strongly suspect that they could ramp output of (much?) weaker cards far quicker than TSMC can ramp EUV fabrication.
Plus China has vastly superior grid infrastructure. They have a massive oversupply of heavy industry, so even if they hit capacity issues with such gargantuan amounts of cards I can easily see aluminium plants and what not being totally mothballed and supply rerouted to nearby newly built data centres.