Hanna Dohmen
@hannadohmen.bsky.social
Analyst @CSET & Nonresident Fellow @AtlanticCouncil | Part-time JD Candidate @GeorgetownLaw | Economic Security, US-China tech competition, Semiconductors | Views my own
This just scratches the surface of what’s discussed in the article. Check out the full article here for all the fun details: scout.eto.tech?id=3978.
Scout
ETO's discovery tool for Chinese-language writing on science and technology.
scout.eto.tech
February 28, 2025 at 4:40 PM
This just scratches the surface of what’s discussed in the article. Check out the full article here for all the fun details: scout.eto.tech?id=3978.
A few thoughts:
- Emphasizes the importance of thinking about training vs. inference when designing export control policies
- Underscores the point that while stockpiles of chips are available, export controls will have a delayed impact (as I and many others have argued)
- Emphasizes the importance of thinking about training vs. inference when designing export control policies
- Underscores the point that while stockpiles of chips are available, export controls will have a delayed impact (as I and many others have argued)
February 28, 2025 at 4:40 PM
A few thoughts:
- Emphasizes the importance of thinking about training vs. inference when designing export control policies
- Underscores the point that while stockpiles of chips are available, export controls will have a delayed impact (as I and many others have argued)
- Emphasizes the importance of thinking about training vs. inference when designing export control policies
- Underscores the point that while stockpiles of chips are available, export controls will have a delayed impact (as I and many others have argued)
The key for China moving forward (according to the article)? Making better use of existing compute. Strategies include improving software efficiency, offering cloud services that boost chip utilization, and optimizing model architectures.
February 28, 2025 at 4:40 PM
The key for China moving forward (according to the article)? Making better use of existing compute. Strategies include improving software efficiency, offering cloud services that boost chip utilization, and optimizing model architectures.
Plus, the article notes potential future export controls on advanced AI chips could contribute to China’s long-term shortage in diffusing AI broadly.
February 28, 2025 at 4:40 PM
Plus, the article notes potential future export controls on advanced AI chips could contribute to China’s long-term shortage in diffusing AI broadly.
Long term: The demand for inference compute is expected to increase as deployment of AI generally becomes more important, potentially leading to a "long-term shortage."
February 28, 2025 at 4:40 PM
Long term: The demand for inference compute is expected to increase as deployment of AI generally becomes more important, potentially leading to a "long-term shortage."
Many small cities and towns are launching intelligent computing center projects (check out the map). As of October 2024, local governments invested at least $3.8 billion in compute infrastructure. www.datawrapper.de/_/qX6Zx/
Selected data center projects sponsored by smaller Chinese city governments, January-October 2024 | Created with Datawrapper
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www.datawrapper.de
February 28, 2025 at 4:40 PM
Many small cities and towns are launching intelligent computing center projects (check out the map). As of October 2024, local governments invested at least $3.8 billion in compute infrastructure. www.datawrapper.de/_/qX6Zx/
Short term: existing compute meets basic business needs (and there are surpluses in some regions). Large tech companies (e.g., Alibaba, Tencent) & telecom operators (e.g., China Mobile) are investing heavily in compute but smaller companies are selling idle (and stockpiled) compute.
February 28, 2025 at 4:40 PM
Short term: existing compute meets basic business needs (and there are surpluses in some regions). Large tech companies (e.g., Alibaba, Tencent) & telecom operators (e.g., China Mobile) are investing heavily in compute but smaller companies are selling idle (and stockpiled) compute.
Reposted by Hanna Dohmen
This is partially by design: US export controls aim to slow down PRC leading-edge compute access, but incentivizing lower compute innovations in China was always a risk. See @hannadohmen.bsky.social and @jacob-feldgoise.bsky.social in @foreignaffairs.com www.foreignaffairs.com/china/limits...
The Limits of the China Chip Ban
Washington’s export controls could end up helping Beijing.
www.foreignaffairs.com
January 29, 2025 at 9:07 PM
This is partially by design: US export controls aim to slow down PRC leading-edge compute access, but incentivizing lower compute innovations in China was always a risk. See @hannadohmen.bsky.social and @jacob-feldgoise.bsky.social in @foreignaffairs.com www.foreignaffairs.com/china/limits...