Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
ThisIsMe The remaining 20% will likely provide 80% of the total compute capacity. jk …maybe Reply
TCA_ChinChin ThisIsMe said: The remaining 20% will likely provide 80% of the total compute capacity. jk …maybe You say that kinda sarcastically, but its probably going to be reality for at least a couple more years. I can see better compute parity in like 10 years, but if they follow through with the 2028 deadline, I think you'd be more right than wrong. Reply
Geef Maybe the 80% silicon will be the 'made in China' motherboards they put the 'made in Taiwan' 20% CPUs on? 🤔 OR? The server farm is sitting on the beach and they count the sand as the 80%? :D🩴 Reply
JarredWaltonGPU ThisIsMe said: The remaining 20% will likely provide 80% of the total compute capacity. jk …maybe Or it could be 80% Chinese silicon by weight! And some of those might just be defective silicon ingots…. I mean, I know what China's gov't is saying, but how that ultimately ends up being interpreted and enforced is a completely different story. Big Brother only needs enough token support to tell the world how superior its AI solutions are. Reply
Zaranthos For fun I ran some rough numbers to see what just one USA based AI company was spending on AI for a relatively similar time period. xAI was pretty easy because it's relatively new compared to many other AI companies. xAI alone is likely to spent over 220 billion on combined projects to drive their domestic and orbital AI plans. Google, Meta, and Anthropic will likely have all spent much more than that by 2028 as well. xAI is likely to spend more in less time, though some of that spending is for more than just AI since I lumped terafab into the mix since that is a virtual necessity to reach the compute goals planned. Never in my lifetime have I seen a global tech race anything like this. I don't think in the history of mankind, even adjusted for inflation, there has ever been a tech race that comes close to the AI race going on right now. It's fueling growth in all kinds of other tech as well along with renewed production of tech adjacent manufacturing needed to shore up supply chains. China is just another little fish in the sea here, and some of the other fish are a lot bigger. As long as we don't destroy ourselves in the process it is an exiting time to be alive. Reply
derekullo Zaranthos said: For fun I ran some rough numbers to see what just one USA based AI company was spending on AI for a relatively similar time period. xAI was pretty easy because it's relatively new compared to many other AI companies. xAI alone is likely to spent over 220 billion on combined projects to drive their domestic and orbital AI plans. Google, Meta, and Anthropic will likely have all spent much more than that by 2028 as well. xAI is likely to spend more in less time, though some of that spending is for more than just AI since I lumped terafab into the mix since that is a virtual necessity to reach the compute goals planned. Never in my lifetime have I seen a global tech race anything like this. I don't think in the history of mankind, even adjusted for inflation, there has ever been a tech race that comes close to the AI race going on right now. It's fueling growth in all kinds of other tech as well along with renewed production of tech adjacent manufacturing needed to shore up supply chains. China is just another little fish in the sea here, and some of the other fish are a lot bigger. As long as we don't destroy ourselves in the process it is an exiting time to be alive. I'm glad i exited leveraged tech funds before the latest crash … TECL !!! $240 a share was indeed exiting time lol Reply
Greywulffcvg Zaranthos said: it is an exiting time to be alive. I think you probably meant "exciting," but exiting might be appropriate. Reply
Alastor01 Zaranthos said: For fun I ran some rough numbers to see what just one USA based AI company was spending on AI for a relatively similar time period. xAI was pretty easy because it's relatively new compared to many other AI companies. xAI alone is likely to spent over 220 billion on combined projects to drive their domestic and orbital AI plans. Google, Meta, and Anthropic will likely have all spent much more than that by 2028 as well. xAI is likely to spend more in less time, though some of that spending is for more than just AI since I lumped terafab into the mix since that is a virtual necessity to reach the compute goals planned. Never in my lifetime have I seen a global tech race anything like this. I don't think in the history of mankind, even adjusted for inflation, there has ever been a tech race that comes close to the AI race going on right now. It's fueling growth in all kinds of other tech as well along with renewed production of tech adjacent manufacturing needed to shore up supply chains. China is just another little fish in the sea here, and some of the other fish are a lot bigger. As long as we don't destroy ourselves in the process it is an exiting time to be alive. Is it really that exciting tho? Astronomical price increases for memory / storage, shortage of same, fake frames, dropping quality of anything digital, massively generated Internet rubbish, etc? I mean sure, there are some good things, but bad things far outweigh them. Reply
Zaranthos Greywulffcvg said: I think you probably meant "exciting," but exiting might be appropriate. Haha, indeed. Reply
Zaranthos Alastor01 said: Is it really that exciting tho? Astronomical price increases for memory / storage, shortage of same, fake frames, dropping quality of anything digital, massively generated Internet rubbish, etc? I mean sure, there are some good things, but bad things far outweigh them. Internet rubbish has been a thing since the internet existed. I'm still scarred from MySpace links I clicked decades ago. 😉 Most of the price increases will pass and in many cases may even result in cheaper prices overall in the long run. But there is no denying that the cost of a computer is going to suck for quite some time yet. Myself, I could easily just buy some cheap Steam game sales on old remastered games and run the same computer for many years and not really care about new expensive hardware. That and the insane demand for more and more powerful AI computers will probably mean pretty powerful local AI computers will end up on the used and refurb markets as people race to replace them with faster hardware. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/china-drafts-295-billion-plan-to-build-a-national-ai-data-center-grid-running-on-80-percent-domestic-chips#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.