A GPU tax would not apply in countries that don’t implement the tax. It suddenly gives competing companies able to design a training and inference accelerator, which is much simpler than a GPU, a large competitive advantage to design an accelerator and sell it in untaxed countries. See China and bitmain.
Bitmain is a chip designer that makes very high performance Bitcoin and Ethereum mining accelerators, and has moved into AI. The tasks are similar.
A GPU tax would not apply in countries that don’t implement the tax. It suddenly gives competing companies able to design a training and inference accelerator, which is much simpler than a GPU, a large competitive advantage to design an accelerator and sell it in untaxed countries. See China and bitmain.
Bitmain is a chip designer that makes very high performance Bitcoin and Ethereum mining accelerators, and has moved into AI. The tasks are similar.