China already has reason to develop their own tech, and is actively trying to do so. Availability of US chips will not change that.
replyThe biggest constraint in AI is energy, not hardware. You can always throw slower hardware at the problem, just have more of it.
replyEnergy is the hard part, and US is deeply behind on that.
I’d say EUV lithography is the hard part; China doesn’t have DUV in production yet from what I can tell, so their FLOPs / MW is going to be terrible.
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