this post was submitted on 18 Feb 2025
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Economics
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i think the us has smaller cpu's that china still can not high end compete with, but for the importance of that i'ld say that the consumer area (without gaming) should not be of any problem for china. for datacenters and cloud systems, they mostly scale horizontally and could be done with consumer hardware too, so there would not be any blocker either for them. i dont see anything else of importance.
another thing china does not produce as fast as the us is bullshit. if not already before trump then at least now the bullshit production seems to be a world record.
I also don't think bleeding edge chips are nearly as important as people think they are. And it's worth noting how there are a lot of software optimizations that can be done to make better use of an older chip. This is a great example of that starting to happen already, DeepSeek is another. Eventually, China will catch up with chips, and it's probably not gonna take as long as most people think.
Meanwhile, bullshit production China could never hope to compete with. US does it on an industrial scale. :)