I would go one step further and argue you don’t need to take over territory to shut down the semiconductor supply chain, if enough large countries believed AI risk was a desperate problem they could convince and negotiate the shutdown of the supply chain.
Shutting down the supply chain (and thus all leading-edge semiconductor fabs) could slow the AI project by a long time, but probably not “150 years” since the uncooperative countries will eventually build their own supply chain and fabs.
The ruling coalition can disincentivize the development of a semiconductor supply chain outside the territories it controls by selling world-wide semiconductors that use “verified boot” technology to make it really hard to use the semiconductor to run AI workloads similar to how it is really hard even for the best jailbreakers to jailbreak a modern iPhone.
That’s a good idea! Even today it may be useful for export controls (depending on how reliable it can be made).
The most powerful chips might be banned from export, and have “verified boot” technology inside in case they are smuggled out.
The second most powerful chips might be only exported to trusted countries, and also have this verified boot technology in case these trusted countries end up selling them to less trusted countries who sell them yet again.
I would go one step further and argue you don’t need to take over territory to shut down the semiconductor supply chain, if enough large countries believed AI risk was a desperate problem they could convince and negotiate the shutdown of the supply chain.
Shutting down the supply chain (and thus all leading-edge semiconductor fabs) could slow the AI project by a long time, but probably not “150 years” since the uncooperative countries will eventually build their own supply chain and fabs.
The ruling coalition can disincentivize the development of a semiconductor supply chain outside the territories it controls by selling world-wide semiconductors that use “verified boot” technology to make it really hard to use the semiconductor to run AI workloads similar to how it is really hard even for the best jailbreakers to jailbreak a modern iPhone.
That’s a good idea! Even today it may be useful for export controls (depending on how reliable it can be made).
The most powerful chips might be banned from export, and have “verified boot” technology inside in case they are smuggled out.
The second most powerful chips might be only exported to trusted countries, and also have this verified boot technology in case these trusted countries end up selling them to less trusted countries who sell them yet again.