These tariffs may get rid of the compute disadvantage China faces (ie Taiwan starts to ignore export controls). We might see China being comfortably ahead in a year or two assuming we don’t see Congress take drastic action to eliminate the president’s tariffing powers.
These tariffs may get rid of the compute disadvantage China faces (ie Taiwan starts to ignore export controls). We might see China being comfortably ahead in a year or two assuming we don’t see Congress take drastic action to eliminate the president’s tariffing powers.
Some ask, “what should the US gov have done instead?”
Here’s an answer I like to that question, from max_paperclips:
https://x.com/max_paperclips/status/1909085803978035357
https://x.com/max_paperclips/status/1907946171290775844