We spent the past 18 months looking beyond the existential warnings and hype that boosts frontier AI companies’ valuations to understand the physical and geopolitical system underneath them: chips, memory, data centres, energy and the increasingly complex dependencies between countries.
This is the resulting visual investigation for ABC News. Interested in what this community makes of it.
> China generates more than twice as much electricity as the US
This made me look up electricity generation totals, per capita figures and discretionary overhead for each nation. So kudos for that. China really has made amazing progress over the last five years. Imagine having a government to let you build things.
observers argue that the 2022 export controls intended to limit Chinese AI development have also encouraged greater efficiency and investment in its domestic alternatives, an effect NVIDIA CEO Jensen Huang has described as the controls “backfiring”
there’s been some interesting innovation, but brute scaling really has dominated, and we’re really only just now seeing the limits of that come into to view.
an astonishing outlay of capital into a technological question mark that could potentially backfire
are we really still doing “it’s a bubble“? Lesswrong is generally blessedly free of such nonsense.
Good luck with the articles. Thanks for sending us all your best AI researchers. Much appreciated!
We spent the past 18 months looking beyond the existential warnings and hype that boosts frontier AI companies’ valuations to understand the physical and geopolitical system underneath them: chips, memory, data centres, energy and the increasingly complex dependencies between countries.
This is the resulting visual investigation for ABC News. Interested in what this community makes of it.