I think we are talking about the medium term for China to pull ahead. They just released a new domestic AI chip which seems in important ways to have caught up to Nvidias previous generation. They have a LOT more manufacturing capacity. They are collaborating via open source by default. They have better materials access and much more energy capacity. They have many more people overall and more researchers.
There is a strong chance most of the researchers are pulled out of the US and Europe if WWIII really kicks off or even if there is just more global crisis and concern.
One other thing about the power needs. Within a few years, the power efficiency of AI chips is likely to improve by a factor of 20, 50 or more times by switching to true compute-in-memory architecture with new materials that have made rapid progress lately.
There is a strong chance most of the researchers are pulled out of the US and Europe if WWIII really kicks off or even if there is just more global crisis and concern.
One other thing about the power needs. Within a few years, the power efficiency of AI chips is likely to improve by a factor of 20, 50 or more times by switching to true compute-in-memory architecture with new materials that have made rapid progress lately.