The US is winning the AI race where it matters most: commercialization
avkcode.github.io166 points by akrylov 13 hours ago
166 points by akrylov 13 hours ago
How does gobbledygook like this get traction on HN? What has happened on HN culturally to allow something like this to surface to the top?
A lot of nonsense get traction on HN (and everywhere else).
The revolt of the masses is real.
Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise.
If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to provide good reliable service and not turn it into a mafia style negotiation, then winning the AI war is not helping the U.S. countries as much as it potentially can. It’s probably a good thing for more capable areas like Europe which may develop their own tech stack.
In a weird way because the AI stack is so expensive, China helps the world much more than the U.S. with their really capable open source model.
>the main question for me is, why is this a war?
It's a war because the hinted promise behind the hype that the first organization to reach some as-yet-entirely-theoretical AGI that can bootstrap itself to godlike capabilities will then Install Planetary Overlord* and rule the world as near-deities themselves, with the rest of the (surviving) human race as their slaves.
I think it's a nonsensical idea, but that's the relevant driver.
* Coined by SF auther Charles Stross in The Jennifer Morgue (2006)
Not everybody thinks it's nonsensical. Here's a different take:
If Anyone Builds It, Everyone Dies https://en.wikipedia.org/wiki/If_Anyone_Builds_It,_Everyone_...
Yes, nonsensical people like EY don’t think it’s nonsensical.
Researches at top AI labs don't consider EY to be a kook even though they may not necessarily agree. EY concepts/terminology appear in Anthropic safety papers. Geoffrey Hinton takes him quite seriously and mentions him in his interviews.
Just because some researchers are infected with this idiocy that EY propagates does not mean that it is legit.
Maybe they should pay more attention to real problems like the sycophantic nature of current LLMs causing psychosis in people and worry less about theoretical AGI.
EY = Eliezer Yudkowsky
Appreciate that you made account just for this. I was well aware of Yudkowsky but even so couldn't parse this "EY" initialism
This is a war because the media says it's a war. The media says it's a war because AI companies are paying them to say it's a war [0]. When AGI comes the threat won't be from which primate turned it on, but from how well AGI is aligned with humanity. All of the war talk is to distract from the alignment problem and instead force investment in hardware infrastructure.
[0] https://www.wired.com/story/super-pac-backed-by-openai-and-p...
>The media says it's a war because AI companies are paying them to say it's a war [0] When AGI comes the threat won't be from which primate turned it on, but from how well AGI is aligned with humanity.
And when the AGI comes, they won't unleash it to defeat US enemies, they'll first unleash it to make more US workers redundant and boost their stock valuation.
Before AGI can choose for itself, it will depend on its creators to decide what it values and how it behaves. We can see how that works whenever grok gets the answer factual.
Very likely humans wont actually understand how the thing we designed works other than in some hand-wavvy statistical way. It'll be a race to whatever works first. There won't be some intentional intelligent design.
Am I the only one seeing the very obvious parallels to child rearing here...
Robert Miles has a video explaining why aligning AI is not like raising a child: https://www.youtube.com/watch?v=eaYIU6YXr3w
>Planetary Overlord*
AGI is nice, yet not necessary. The orbit filled with Starlink descendants and datacenters will be the it. Anybody else wanting to get there would have to get permission. SpaceX/Musk have all the components for it to happen - from Starship to AI (including the army of robots on the ground). The governmental power/sovereignty of US will be used as a stepping stone (that is the strategy described in the Palantir's Karp's book "Technological Republic") for such global techno-feudal regime establishment.
Kinda like Krikkit, but except for a close knit community of people who can sing, and sing about how much they love their family and whatnot in addition to singing about how much they have to destroy the universe, it's just a bunch of stuck up weirdos who don't like themselves and each other, and have no goal other than somehow, magically, getting away from who and what they are. People where the idea of them singing a happy, compassionate tune conjures something involving motion capture or deepfakes.
Why are we suffering fools steering us into the worst of all possible worlds? Are we hoping for some kind of integer overflow?
The discourse on this topic is at the point where I have no idea if people are serious or satirical. Please tell me you don’t seriously believe data centers in spaces is a realistic idea
I don't "believe". I'm arithmetically sure that it is going to happen, and it will beat the ground based on pretty much all metrics. Some of my comments with napkin numbers https://news.ycombinator.com/item?id=46882199 https://news.ycombinator.com/item?id=46880680 https://news.ycombinator.com/item?id=46880486
Just a very rough primitive illustration - a land for a house in SV is like a $1M, and putting a 10 ton house into space at $100/kg - $1M. Existence of supposedly cheap land somewhere (with not much infrastructure usually) doesn't help as you put your computer nodes into a datacenter building with all the required infrastructure which cost more than the SV land on a sq foot basis.
And that is without consideration of how powerful a weapon is the energy generated by a humongous field of solar panels in space. Remember Reagan's Star Wars? Nuclear explosions as a source of power for the direct energy weapons like lasers, etc. Well, you wouldn't need the nukes anymore. Just redirect a bit of power from your compute nodes. And as i already wrote, the large transnational companies will have to take care about their own defense themselves https://news.ycombinator.com/item?id=47981423 - one more "feudal" aspect of the coming techno-feudalism.
Defense is one of the most important sovereign aspects, and upon acquiring it the transnationals will be able to acquire pretty fast the other sovereign aspects. Like enforcement of the Criminal Code of the Mars Colony - again pretty rough primitive illustration of course.
The feudal Europe emerged on the outskirts of the Roman Empire, and in our world the new order will be emerging faster on the outskirts (i.e. where reach and strength of the existing order is weaker), the space being one such "outskirts" dimension and the AI/hypercompute virtual world being the other.
To the commenter below with reddit link : they use human env temp for heat radiation estimate. That lowers the numbers and requires AC equipment. Ie they estimate space station, not datacenter
Terrible math is terrible.
Better napkin math that is still being unrealistic compared to the true costs of space-based datacenters: https://www.reddit.com/r/theydidthemath/comments/1quvbi4/sel...
Just contemplate what the radiator array and solar array needed a 1GW datacenter and all the cooling equipment and coolant, and imagine the harsh environment in space degrading it constantly.
The only point of the space-based datacenter idea is to pump the Spacex IPO
It's pretty easy to de-orbit satellites or space-based stations. An SM-3 could smoke the ISS pretty easily, and they cost like 10M and we have thousands around the oceans.
>they cost like 10M ... thousands around the oceans.
Starlink numbers already in thousands (and cost much cheaper than 10M). And that is still using Falcon, not Starship. And a ground launched missile would be easily "cooked", once it exits the atmosphere, by a direct energy weapon - very easy in space.
But what do you do with all the waste energy? All those MW and GW have to end up somewhere and radiation into a vacuum is the hardest way to dump heat.
At 70-80C (working temp of silicon chips) 1m2 radiates 700-800W, i.e. the heat of 1 GPU like H200 without any need for any cooling equipment beside the radiator itself( and may be some dumb heatpiping) . To acquire that energy you'd need 3-4m2 of solar panels. So a datacenter would be a large field of solar panels with a smaller field of heat radiators in their shadow.
To the commenter below: yes, exactly, this is where my thinking on that started at the cryptocurrency boom - https://news.ycombinator.com/item?id=26289423 - as you don't need close connection between mining GPUs. For AI you'd need to cluster several together while still overall scheme is the same.
>what the equilibrium temperature of a black planar surface is at a given distance from the sun.
it is 120C at the Earth orbit. So you do need to have some reflection, either back through the solar panels, or the radiators to have a reflective back toward the solar panels in the shadow of which they are to be located.
You can probably (I haven't verified this) omit separate radiators and just use the back of the solar panels. Effectively you're describing mounting each H200 to the back of a 4 m^2 solar array at which point I suspect the equilibrium temperature will fall within an acceptable range. In fact the H200 and electricity are both entirely irrelevant here - the core question is what the equilibrium temperature of a black planar surface is at a given distance from the sun.
Because the US cannot imagine anything else. Everything is a War, and the US must always win..
One of my coworkers points out to me every sports reference that pops up in our internal company communications (e.g. "WINNING", "Going to put together a winning team," etc). It seems like everything in the US is couched in competitive language.
Yeah, its no accident that the U.S. is the number one economy, it comes from that kind of thinking across the populace. Complacency gets you conquered.
Number one economy if you ignore the comical debt. The US is borrowing from the future. Those chickens are going to come home to roost.
We could do with a little less of it IMO. But I have heard plenty from European expats about the entrenched complacency over there. I'm told people looking to improve some system or product run right into a wall of "Why bother?".
The US needs to start imagining something else. It's hard to think of the last war that the US won.
On a technicality, America has won every war it has declared to be a war.
Do they need to win though? Losing wars seems to have worked out well so far, at least for the people who benefit from it
it would be nice if they declared War against global climate change.
They did declare war against climate change and decided to continue polluting. This is the only moral calculus the elites of America have always cared about: will it make me more money?
From slavery to oil to silicon, exploitation is what America has always been good at.
Normally I'm inclined to agree regarding the mindless chest-beating in this country, but I don't think that makes sense here.
AI genuinely is that big of a deal. If any economic sector deserves this sensationalism, it's this.
China is playing the card they have. When they control the majority of the resource they use it strategically as well. Cutting off much of the rare Earth market was a recent example.
I believe cutting off of rare Earth materials was both in response to a restriction US imposed first, and also reciprocal: limited only to the US itself.
So I got curious about the progression of processing power, specifically how long ago did a GPU have equivalent to the latest iPhone chip? The iPhone 17 Pro has the A19 Pro, which has ~2.5 FP32 TFLOPS. The RTX 5090 has ~100 TFLOPS, so a factor of 40. Obviously there are higher end cards than the 5090 and FP32 performance is only one of many metrics so nothing about this is perfect but it is interesting.
The first consumer NVidia GPUs with similar FP32 FLOPS performance were in about 2011-2012 but were expensive. By 2016-2017, the 1060 was a very accessible consumer card with similar performance. So you're looking at about a 10 year lag from best consumer GPUs to a GPU with similar performance to a modern phone.
This is what people are spending trillions on. Put another way, their investment is going to be worthless in 10-15 yyears, absolute max. That's a very short time to recoup trillions in investment.
Obviously this depends on further shrinking and improving chips but I'm old enough to remember that same discussion and it being unknown if the future was XIL or EUV or if both of these would fail. Still, we are getting down to a handful of silicon atoms wide.
But the future here I think will be in interconnects so you don't need ever-bigger chips and you can scale horizontally much more effectively.
Oh and for comparison, the M5 has ~4.2 TFLOPS and the M5 Max has ~18 TFLOPS, for comparison.
As for it being a war, of course it is. That's what the US government does: it protects the interests of US companies and their owners. Look at the history of Bombardier-Boeing or all the atrocities committed in the name of the United Fruit Company, including multiple military coups and the ongoing embargo of Cuba.
US companies want an AI moat. China doesn't, ergo China is the enemy because no moat destroys US tech company value.
> So you're looking at about a 10 year lag from best consumer GPUs to a GPU with similar performance to a modern phone.
Two competing viewpoints to this:
1) It is getting harder to make the same performance gains, so maybe that 10 year window grows to 15 or 20.
> Put another way, their investment is going to be worthless in 10-15 yyears, absolute max.
2) The value of a GPU is not its flops relative to to other GPUs. Its value is it's output minus it's cost. If the value of its output is stable, or grows, it doesn't really matter if its efficiency relative to the latest and greatest diminishes.
Ehhh, the question comes down to can you cool a chip with ~100 TFLOPs in the size of an Iphone package. Not really as much about the cost of the chip itself or if you can cram it in.
Packing in more transistors, sure probably possible, packing in more transistors while keeping it cool enough to touch? Totally different ballgame
Good that the US looks after its own interests but I think the line should be drawn before the sabotaging of other countries' economies. That strategy that cannot continue because Americans recognize it for what it is and that will create a toxic guilt and corruption culture which will harm it later like a new, worse version of DEI.
There isn't a war today. However China wants Taiwan: war is future option they preparing for - they might or might not go to war but they are clearly preparing. The US is likely to get involved in such a war and I would expect Europe to join in as well.
Don't ask me what Trump is doing though.
China going for Taiwan would be the worst geopolitical move of the century, potentially worse than Germany's decision to invade the soviet union. They talk about reunification because it's good propaganda and both sides want it to a degree, but doing it forcefully just isn't something China would realistically do unless they really don't like their path of becoming an international trade and manufacturing hub
> but doing it forcefully just isn't something China would realistically do unless they really don't like their path of becoming an international trade and manufacturing hub
Sounds rational, but this decision is in a small number of hands. And those hands can change quickly. I also thought the US would never threaten to annex territory of a NATO member.
Offer to purchase imperial territory of a NATO member is not the same as a threat to annex it.
> would be the worst geopolitical move of the century
From a political perspective, perhaps.
> doing it forcefully just isn't something China would realistically do
From a military perspective, taking Taiwan by force would allow China to, "threaten the sea lines of communication and to strengthen its sea-based nuclear deterrent in ways that it is unlikely to otherwise be able to do." Taiwan would give China access to the Philippine Sea. https://gwern.net/doc/technology/2022-green.pdf
Or the Japanese bombing Pearl Harbor which was another dumb move. At this point, the Chinese just need to bide their time by the year 2100 Taiwan will probably be part of China and North and South Korea probably will be reunified. Both are inevitable, and I don’t think it will take any shots went it happens.
> and both sides want it to a degree
Is "it" the propaganda (useful to politicians for achieving political power) or reunification? My sense is that the number of Taiwanese that are enthusiastic about reunification has probably bottomed out in recent decade(s)???
Everything their military has been doing for the past ~20yr or so has been toward capturing and securing Chinese waters and beyond, including Taiwan. It's a negotiating chip for them.
https://www.navalnews.com/naval-news/2025/01/china-suddenly-...
Just look at Iran. Nothing really happened to USA or Israel. Nothing will happen to China if they take Taiwan. Or maybe the "West" will boycott them and crash entirely.
The USA did not take Iran. They essentially shot off fireworks, killed the figure head and then got check mated.
The U.S. isnt checkmated, the U.S. is enforcing a naval blockade against Iran and their oil based economy is in a free fall with rapid inflation. The U.S. is experiencing slightly higher gas prices but economy is still humming. Meanwhile the U.S. military has not exhausted all of its options while Iran has none.
The US is indeed checkmated like Afghanistan like Iraq and like Vietnam checkmated spinning your wheels spending money wasting money wasting time and wasting resources, checkmate.
With the addition of most countries now looking for other trade partners the Art of the no deal…
Taking wasn't the goal. I don't understand the goal, but it is clear that taking Iran wasn't.
More like a draw it seems.
Definitely not.
Iran did billions in damage across the middle east, put a major dent in munitions stockpiles, and there is effectively no military way to shut down all of Iran and protect shipping. Too many drones, too many ballistic missiles, and it only takes one. This is basically like an insurgency on a macro level, where small and cheap weapons threaten very large very expensive targets.
Iran is completely blockaded right now:
https://mynews4.com/news/nation-world/centcom-naval-blockade...
The drones are useless if you dont have targeting systems which were taken offline by F35s 2 months ago.
Blocking Iran is going to do more damage to the world than it will do to Iran.
What targeting systems are you talking about? You can use optical targeting with a raspberry PI in the drone itself, pre programmed. Nothing for an F-35 to take out.
The EU is running out of jet fuel. 20-30% of the hydrogen needed for chip fab comes through the straight. Fertilizer for food comes through the straight, and planting season has already begun.
This was a political and economic disaster.
> "They essentially shot off fireworks, killed the figure head and then got check mated"
I mean, that's certainly a take. A wholly inaccurate one, but it's a take.
https://en.wikipedia.org/wiki/List_of_Iranian_officials_kill...
they've made everyone very angry at them, and can handle that since everyone relies on them. China, however, is trying to build that trust and forcefully taking Taiwan would have very severe consequences. The reason the fallout from iran isn't as big as the fallout from a war with taiwan is because most of the west at most puts up with iran. Invading taiwan, meanwhile, would cause massive problems with chip production. Think the anger and distrust towards the US due to hormuz but 1,000 times worse
The difference is Iran is a terrorist regime that murders its own citizens and funds violence across the middle east.
Don’t take China on face value, they have every incentive to promote a grifting military industrial complex in the US while focusing on competing in manufacturing. An actual war would fix a lot of the grifting in the US as it would align interests. Pretending they’ll go to war over Taiwan and not doing it is an effective strategy for undermining the US.
I hope you are right, but unfortunately there is no particular reason to trust China's leadership anymore. They are not nearly as obvious at Trump, but they are not on a good path.
All China needs to do is do what they’re doing play the long game the United States is currently shooting itself in the head, if they’re smart, they should just sit back and watch the show by the year 2100 well you know. And coincidentally that also applies to Russia sit back and watch them do it to themselves.
In addition, some of the other countries like Canada, Mexico, Australia, and New Zealand had better get busy from within because they’ll be on their own. In the same applies probably to Europe.
I'm explicitly distrusting them, they're saying they want to take Taiwan and I don't believe them. I try to ground my belief in realpolitik, cynicism, and from my experience with strategy games. There is an element of manipulating your opponent into acting the way you want them to by sending them costly false signals, they have to be costly or they won't be believed. I think we (the West) are being played and the gifting elements in our political leadership are more than happy to play along. I'm sure China would like to take Taiwan if it wouldn't cost them anything, but the US is a waning hegemony so for now it is better to wait until the US is beyond fixing itself. At this rate that may not take long.
> I try to ground my belief in realpolitik, cynicism, and from my experience with strategy games
I'm trying to do that too but what the hell is going on with Putin? Why does he continue to engage in this ridiculously expensive war? I don't see any evil genius explanation anymore. It just seems like a mix of sunk-cost-fallacy and save-face.
I think many geopolitical decisions are actually based in irrational emotions of a hand full of people.
I think Putin was and remains a rational actor, I know a lot of how that war is understood in the west is colored by a very effective propaganda campaign that I don’t have the time nor energy to counter.
But I will say, in a very broad stroke, we’re heading for a great power conflict and the US has two primary factions on foreign policy; the primacists vs the restrainers, both want to take on China (contain with war) but the primicits want to topple Iran first and set up Israel as a regional hegemony where the restrainers want to build up locally first. China knows this and Russia is a junior partner / quasi vassal state to China. China lacks modern war fighting experience which the Russian Ukraine war has been very helpful in fixing. Yes it’s very expensive, but so is losing a great powers conflict.
Germany, Japan, Russia, Great Britain, and the United States all within the last 125 years… The headshot was from within mainly self-inflicted.
Unfortunately if you are wrong it is an even worse disaster and so if there is any possibility we are all forced to play their game.
A grifting military industrial complex is unable to defend Taiwan even if it wanted to as evident by the exceedingly poor showing with Iran. The disastrous reality of doing what was done is already with us. If the US didn't take that bait it could have made better choices that would have left it in a stronger position militarily long term, if it made a real attempt at re-shoring civilian manufacturing it could cross subsidise dual use technology, but instead we have corrupt politicians doling out concessions for kickbacks.
> If the US didn't take that bait it could have made better choices that would have left it in a stronger position militarily long term
Like what though? If the problem is that not going to actual war has enabled the MIC to be captured by grifters, then "taking the bait" and going to war should actually help improve that by showing up the grifters and giving us a chance to switch to making stuff that works.
> Pretending they’ll go to war over Taiwan and not doing it is an effective strategy for undermining the US.
The bait is for the buildup that promotes the grifters.
> An actual war would fix a lot of the grifting in the US as it would align interests
We are in agreement. I made these points earlier in this chain.
The Iran war doesn't count as the alignment of interest requires an actual threat of being defeated.