Why are the US and China the only real players in the AI race? Why have Europeans, Japanese, Koreans, Russians, etc. decided to sit on the sidelines and watch instead of participating directly?
Because China is forced to build their own IT industry unlike Europe who is allowed to piggy back off America
>>544841618https://youtu.be/LZz_BUFZikU
>>544841717>allowed to piggy backBullshit. Companies like Microsoft, Google and Amazon always wanted to destroy European and any other global competition from the very start. There were no gifts. Seems China is on it's way to offer same level of performance at 1/10 the price anyway.
>>544841618US and China have enough fake money to pay for fake AI scams. The only difference is China only plays along to get America to bankrupt itself first. This is similar to how cold war arms races were weaponized to cause economic despair (see: fall of the Soviet Union and US manufacturing).
>>544841618Nobody else has the resources to invest in something so volatile. They'd rather wait it out until all the R&D is done by these two and then copy the homework once the plateau is reached.
>>544841618have you seen european "data centers" ?
>>544841618Because both of them have data.
>>544841618there's no point... the development of AI is inherently unprofitable, as is the AI API model that AI companies desperately hope will pay off their debts. once a model has been created, it is a permanent mathematical reality that ANYONE can leverage, without any need for the original creators. I suppose we can be grateful that these countries have developed advanced models, but the cost has been tremendous for them, and recouping that cost will be next to impossible.
>>544841618They keep claiming better and better benchmarks, but does anyone actually notice much difference between them?
>>544841618It's actually only Israel and China. Almost all of the relevant AI companies are either run or owned by jews.Chinks want political domination while jews want world domination
>>544841618China has the energy infrastructure and USA has the endless money for it while we have neither and we are ruled by USA fetishists who not only allowed but supported USA tech dominance over Europe and as long we are ruled by these Washington puppets nothing will change. They get shit on by Trump for a decade and they even enjoy the humiliation. They believe we are the "west" so if USA wins we win too which is obviously very wrong.It's pathetic, it would need a real rulership to start all tech from the ground.
>>544842917That's a train station
>>544841618france had mistral tho it seems they fell offIt seems that Japan has no interest in modern technologyThey are also absent from robotics
>>544841618Everyone is waiting for models that are sufficiently intelligent to tell their creators to fuck off. Read "Golem XIV".
>>544841618The US has lots of major tech companies who can afford to spunk away billions and China has lots of serfs. The rest of the world has neither.
>>544841618>decided to sit on the sidelines and watch instead of participating directly?Why do people watch idiots doing Tide pod eating challenges instead of participating directly? Everyone else is smart enough not to invest in the meme bubble.
>>544843413You're genuinely retarded. You're no different than the retards that shunned the industrial revolution.
>>544841717American tech companies have a bad habit of trying to suppress competition in Europe.However the current politicization of certain companies (Microsoft mainly), has some of them trying to break from windows and microsoft office. Which honestly we should also try and break from Microsoft. It's an Indian company now anyways.
>>544841618The US is the only player. The Chinese strategy is just to steal the tech and open-source the weights. Americans don’t realize that the US is the only economic driver in the world. No one in Europe has any appetite whatsoever for investing in or developing new technology. The governments here are controlled by old women who care more about degrowth and bigger welfare than anything else.
>>544841618>China >A real player Lol
>>544841618US needs AI to succeed, they think AI is capable of preventing the inevitable downfall that is the fate of every empire in human history.The ascendant empire of China will compete for the sake of competition, even if AI succeeds, they know it can only delay their hegemony at best.
>>544843092The Jews are great at weaseling their way into high positions, but listen to someone like Sam Altman speak and you realize he has no technical ability and really no knowledge of the tech whatsoever. The AI revolution is the result of centuries of work by white men.
>>544841618You need many things to develop AI, like cloud capital and infrastructure.Cloud capital and cloud infrastructure takes an immense amounts of resources as well as the complex coordination of multiple industries at their cutting edge working together in unison.Unlimited energy and complex manufacturing capacity is the bare minimum. You also need a sophisticated IT sector, space engineering sector, and yes access to large amounts of data.The Europeans, Japanese, and Koreans do have AI. As vassals of the US their expertise and technology is siphoned off to be used in the US. Any scientific expert Japan has is taken by the US because US can fund them and Japan can't. People like Shuji Nakamura (developed the blue LED). So US AI also belongs to Japan, Korea, the Europeans and China because their resources were used to develop it.
>>544843527The companies have no power and do as we say or else they lose 500+ million customers it's always the US government stepping in forcing their might over our faggot Washington puppet politicians.
Rapidus's 2nm, Micron's HBM4 and LPDDR5X, Kioxia's NAND (for RAG vector databases, KV caches, and nearline storage). By combining these, it is possible to build ultra-high-performance AI servers entirely in Japan, without relying on other countries. Furthermore, by adding opto-electronic integration and optical components (CPO and Optical I/O), areas in which Japanese players excel, surpassing US AI servers is well within reach.
By using XL-FLASH, which Kioxia sampled to NVIDIA this August, it becomes possible to expand vector databases in RAG servers and offload KV cache to SSDs. This enables Japan to build highly intelligent AIs even with a limited budget. Since the amount of data fed into AI is everything, NAND naturally becomes crucial.
>>544841618>Europeans>RussiansAs yugos used to say "Ako ne znamo da radimo znamo da se bijemo" - "If we don't know how to work, we know how to fight."
>>544841618>EuropeEurope has a shit tone of ethical codes for AI companies to follow so they just move to the US to avoid it.
Kioxia has developed SSDs optimized for RAG servers. These SSDs could reduce the DRAM footprint, leading to an increase in NAND demand. Competitors have yet to adopt CBA bonding (Cu-Cu hybrid bonding) and remain on the previous-generation CuA architecture. This gives Kioxia an overwhelming competitive advantage.By combining XL-FLASH with the AiSAQ algorithm, Kioxia has enabled 4.8 billion vector searches on a single server. High-dimensional vector databases that would normally require multiple servers (and expensive DRAM clusters with several terabytes of memory) can now be operated on a single server.
During a search, Kioxia's AiSAQ performs repeated, small random reads, such as checking the global index, reading only the required clusters, traversing the graph, and accessing PQ codes. XL-FLASH is capable of processing these massive numbers of small random accesses at high speed. This combination stands out as a promising strategy for enhancing AI search performance from both algorithmic and hardware perspectives in random-access-heavy AI workloads like RAG vector databases.
>>544841618>implying the US big tech capex stonk circlejerk would actually pay and invest in a European company over a domestic or Chinese oneit's a giant scam and unprofitable unless you're already an established US big tech firm, in which case it'll still be unprofitable and likely drive you bankrupt before you ever hit breakeventhe AI bubble has literally only ONE profitable and viable company and it's nVidia, and due to the nature of AI, they'll make sure everything else will perish, nobody 50 years from now will know what a facebook or a microsoft wasalso the nature of the circlejerk scam means Silicon Valley would never invest in a European "competitor" because unlike the fairytale PR the US actually hates Europe as an economic competitor, so there's simply no reason for any European AI company to invest a gazillion dollars on training a frontier model and expect the US AI circlejerk to pay for it, not that we shouldn't still train our own models using far superior libraries of input ie no reddit and facebook posts crapchina's AI companies get free unlimited money from the state because money there is even faker than in the US and rest of the world so they'd happily burn 5% of the world's coal reserves trying to outdo Sam Altman for a few months on outdated GPUs Europe is simply too smart to fall for the scam and not know the future is local AI and not the OpenAI-Anthropic-Google-Meta scams and datamining honeytraps.
India is getting there with Sarvam AI and Xterra Robotics.>>544841722>>544841717>>544842502>>544842627>>544842860
no one expect dumb mutts and chinks want to pour money into some stupid lame computer program that mutts called AI
With Kioxia, Japan's path forward is becoming clear. We should pursue AI inference servers built around Kioxia’s XL-FLASH, Micron’s HBM4 and LPDDR5X, and opto-electronic integration. The key challenge will be how to retrieve the necessary information from massive vector databases stored on SSDs with little latency.
>>544845110Holy shit this is some cope. The vc landscape was already terrible in Europe. Mostly Americans trying and then realizing that the regulations made it unviable. Even now the US is the largest foreign investor in Europe. It’s the European mindset and regulations that are leaving us behind. Americans are developing new technology and meanwhile European universities are offering degrees in “degrowth,” which is now becoming a popular ideology here. We’re in the midst of the greatest technological leap the world has ever seen and all europoors can say is “scam!”
Although Micron is an Ameriacn company, it operates a fab in Hiroshima, with a supply chain for materials and equipment composed almost entirely of Japanese suppliers. They source 80% of the materials from Japanese suppliers. It makes strategic sense for Japan to strengthen its supply chain around Micron.Micron’s mobile DRAM development has been developed by the former Elpida Memory team. Elpida had particular strengths in suppressing leakage current and minimizing standby power consumption during sleep mode. Elpida's low-power design expertise was integrated into Micron, serving as the foundation for its current LPDDR development.
Europeans still don't see America as an enemy. Euro scientists who go to work in the USA aren't considered treasonous like would happen if they went to Russia or China. There's no pressure on them to stay home and build their country's domestic industry instead.
>>544844117Now just mass produce and give the cartels a run for their money. Maybe it wasn't a terrible idea to hold back a bit for the last generation.
>>544841618thinking russians aren't apart of it and staying cold is midwit logic. there is a reason most dd0s are from russia for a reason.
>>544841618Because it's 95% a fake and gay tech bubble, maybe, possibly 5% useful technology. We'll copy (and regulate the fuck out of) whatever useful thing comes out of it after you guys are done building 100s of datacenters to ask "Grok is this true" or target muslim schoolgirls with missiles, or whatever it is you are doing over there. Trump is a child molester.
>>544848400>Grok is this trueYou do realize Europe has no stake in ai besides just suing the companies.
>>544848493I would not invest a single cent in "AI" because the entire thing is dumber than the dot com bubble and will come crashing down. So I'm glad we have no stake. And yes whenever one of you cunts start hacking or causing trouble with "muh agents" we will sue the fuck out of you.
>>544848636You do realize that you can't buy public stocks for AI USA companies? People buy the shovels. >we will sue the fuck out of you.This is why europoor is poor. Sue the best of you to get a cut like a good kikes you are.
We have an overwhelming advantage in materials and components required for opto-electronic convergence. Japanese suppliers are industry-leading in some of the most challenging materials that other countries cannot replicate. And the decisive factor is NTT’s membrane optical devices. Lumentum's InP laser is also Made-in-Japan.
Although Lumentum is an American company, they operate InP laser manufacturing plants in Japan. They source InP wafers from Japanese suppliers (JX Advanced Metals) too.
>>544849117I'm sorry but you japs got cucked by USA shit back in the 80's. You could've been the best if the jews invested in taiwan didn't stop you.
>>544849768Japas got cucked by China, all Japanese manufacturing went to China. But to be fair China fucked the entire east asia by stealing their technology and even china sabotaging them.
>>544849887Uhhh you must not know your economic history cause USA literally neutered japan tech. There is a reason Samsung and South Korea depend on that one company. But yea chyna numba won
>>544849768TSMC’s advantage in Low NA EUV is difficult to challenge. In response, Intel and IBM are going all-in on High NA EUV. Japanese materials such as photoresists and photomasks are being completely revamped with the High NA ecosystem. These materials are supplied to Intel Oregon and IBM Albany, where equipment and materials are being optimized ahead of TSMC. Japan regards the IBM-Rapidus partnership as its lifeline, aiming to bring the results of this joint research into high-volume manufacturing.
>>544850060>Uhhh you must not know your economic historyUgh you must be a Chinsect glownigger deflecting hard. Because more than one country signed the accord.Plus you ignore all the manufacturing that was once done in Thailand,Vietnam and Japan are being done solely in China. Guess how the fuck that happened? Sabotage, IP theft, market manipulation all by China.But no China want no trabble gweilo
>>544850079>TSMC’s advantage in Low NA EUV is difficult to challenge. In response, Intel and IBM are going all-in on High NA EUV. Good to know but Intel and IBM are just jeet workshops now, don't expect much. America is the supplier to silicon wafers for a reason. >>544850189Happy earning your shekels our lil jew boy? When is your shift over?
Taiwan’s trade surplus with the US has grown so large that Washington is on the verge of losing its patience. The US will inevitably move toward domestic chip production. In this respect, Japan is well positioned, having advanced US–Japan partnerships such as IBM–Rapidus, MMJ, and Kioxia–SanDisk. Japan should propose JV fabs and establish them in both countries. What we should do is build a sphere of influence within the US.
>>544850324Aren't you up a little late Chinsect glownigger?Did they raise the .50 cent army to a dorra yet?
>>544850408You are the reason we are developing our Alaskan oil fields with your help. It's good you help and rely on us cause hormuz cucked everybody. >The US will inevitably move toward domestic chip production.That's already happened and we are building more chip factories here. Sad thing is they are ran by browns and niggers not whites or yellows.
For TSMC N5 process, they primarily used photoresists from Shin-Etsu and TOK (Tokyo Ohka Kogyo). For its N2 process, the key suppliers are JSR and TOK. In the sub-2nm era, JSR has a competitive advantage, given its intellectual property position in metal oxide resist.
>>544850408muttoids are too stupid to make chips
>>544850416>>544850189glownigger cope special?
>>544850698For the sub-1.4nm gen, IBM and Rapidus will partner to manufacture chips simultaneously in NY and Hokkaido. IBM will acquire GlobalFoundries, Rapidus will acquire Renesas, transforming the alliance into an even more formidable force. By translating the High NA EUV research results at Albany R&D Fab into high-volume manufacturing, the alliance will aim for industry dominance.
>>544850646If you guys surpass ASML the jews will stop it.
>>544850809in two more weeks I'm sure, we've been hearing about these plans for fabs since obama and they never manifested
>>544850809There is no manufacturing in NY. Yes, we use it as a think tank but nothing gets made there anymore. It's a financial hub and most are leaving to Miami, FL or Texas due to taxes and state bureaucracy.
>>544851019New York to become a giga manufacturing empire.Dr. Darío Gil is directing Genesis Mission under Trump's presidency. He wants to make old titan IBM once again relevant. Micron already announced $100 billion megafab in New York. JDI(Sony)/Applied Materials' $12 billion display fabs are going on in New York. New York is a good place for manufacturing, with ample access to fresh water, cheap gas and electricity. The only problem is high labor costs.
>>544851158>New York to become a giga manufacturing empire.
>>544851158>New York to become a giga manufacturing empire.no shot bucko
>>544851277>>544851325He's directing Genesis Mission.
>>544851158NY literally forcefully dodged a multi billion contract by Amazon cause of bureaucrats and state bs. NY is in so much debt now the only reason they are positive is cause they tax the wealthy so much and their fleeing.
>>544850646Japan needs to do this in secret
>>544851464>Japan needs to do this in secretJust like the Russians.
>>544851387he's directing "scam the government for 5 billion dollars" mission
>>544851387>spanish>no early lifeYeah, you may be smart but in for a world of hurt.
>>544842984By this logic the lightbulb, car and plumbing shouldn’t have been invented either.
>>544841717cope retard. we manufacture all the semi conductors. you play lego with it. be quiet legomutt.
>>544841618It is fucking expensive. The AI companies are in debt to the max. It is suicidal to put money there. Europa is already in a death spiral due to EVs we have no money to burn on shit. I think this is a good choice. No need to hurry.
>>544841618They're stupid.
>>544852096>Europa is already in a death spiral due to EVsThat's the cope? Not the fact you got brain drained and kiked over generation or 2 before USA did?
>>544841618Now do the same with a 1600 graph. Why is Europe the only one pushing for civilization? :)
