Salvor Hardin

Dabble in nanometers, thrive in Gbps

[Salvor Hardin @mayorhardin]

Journal of a technologist. Daily musings and ramblings, mostly on semiconductors, aviation and general chaos in life.

[Salvor Hardin @mayorhardin]

@CalvinLones @GavinSBaker And how will they build advanced chips when US already limits semi tool sales? You think the Chinese will simply sit around and don’t even get an idea to invest?

[Salvor Hardin @mayorhardin]

This is pure comedic gold. This assumes the Chinese labs are so dumb they won’t even think of going down the path of using their less efficient chips to strengthen their own IP. Do you really think they are so dumb they won’t notice Nvidia is selling inferior chips?

[Gavin Baker @GavinSBaker]

Well-meaning, patriotic China “Hawks” who are not AI/HW experts are putting American national security at risk.

China had *zero* chance of ever catching America in AI with the export strategy that Jensen supported. Their labs would have continued training using less powerful American GPUs which meant American labs would have always been ahead given scaling laws. And in the event of a conflict, we could have simply turned off all the Southeast Asian clouds.

Simply stated, in AI terms, America had machine guns and we were giving China muskets to prevent them from developing their own machine gun variants.

Given that it looks like the China “Hawks” will get their preferred policy, China will likely soon have a chance of catching America in AI by going down an alternate, less power-efficient AI hardware path. They almost certainly would not have gone down this path if less powerful GPUs were still available in China and via Southeast Asian clouds.

And it will be a much less stable world if China pulls even or ahead of America in AI after developing their own alternative AI HW and gives this technology to Russia, Iran and North Korea. And all of this will be possible if the China “Hawks” get their preferred policy.

[Salvor Hardin @mayorhardin]

@GavinSBaker We should make it even harder by not even selling them GPUs. We are making it easier for them by even letting them have open source models running on Nvidia GPUs.

[Salvor Hardin @mayorhardin]

America did not beat the Soviets by letting Northrop sell inferior versions of the F-14. America did not beat the Soviets to the moon by selling them Saturn I while we were using Saturn V. Stop this nonsense of fooling people that America will fall behind if we don’t sell chips.

[Gavin Baker @GavinSBaker]

Well-meaning, patriotic China “Hawks” who are not AI/HW experts are putting American national security at risk.

China had *zero* chance of ever catching America in AI with the export strategy that Jensen supported. Their labs would have continued training using less powerful American GPUs which meant American labs would have always been ahead given scaling laws. And in the event of a conflict, we could have simply turned off all the Southeast Asian clouds.

Simply stated, in AI terms, America had machine guns and we were giving China muskets to prevent them from developing their own machine gun variants.

Given that it looks like the China “Hawks” will get their preferred policy, China will likely soon have a chance of catching America in AI by going down an alternate, less power-efficient AI hardware path. They almost certainly would not have gone down this path if less powerful GPUs were still available in China and via Southeast Asian clouds.

And it will be a much less stable world if China pulls even or ahead of America in AI after developing their own alternative AI HW and gives this technology to Russia, Iran and North Korea. And all of this will be possible if the China “Hawks” get their preferred policy.

[Salvor Hardin @mayorhardin]

It’s mental gymnastics that somehow they won’t catch up with Nvidia and they will without Nvidia. We are the United States. We will win by our own ingenuity.

[Salvor Hardin @mayorhardin]

We don’t want China to catch to AI. If they’re going to, let them do it by themselves and not with America’s help.

[Salvor Hardin @mayorhardin]

America 🇺🇸 vs retarded pod bros

[@jason @Jason]

Donnie from Queens has spoken!

@tim_cook, you're up!

Keep the seat warm for @JensenHuang while the investigation is sorted out.

America needs you Mr. Cook.

[Salvor Hardin @mayorhardin]

@AnalyticaCamil1 @omershapira Penalty for lobbying on behalf of the fucking CCP should result in being nuked out of the fucking orbit 🇺🇸

[P Equity Research 📰 @pequityresearch]

Nvidia is facing multiple US Justice Department probes.

One of the probes is focused on antitrust grounds, two other focused on Megaspeed and SuperMicro.

It gets uglier by the hour 😵‍💫

$NVDA $SMCI

[Salvor Hardin @mayorhardin]

@JayKapoor China?

[Salvor Hardin @mayorhardin]

@ericweinstein Our rivals are laughing over cigars while the GPUs Jensen smuggled are running in background.

[Salvor Hardin @mayorhardin]

@PatrickToulme Agreed, he could easily do it. Give himself another shot at smuggling chips to China.

[Salvor Hardin @mayorhardin]

@chamath That’s because she secretly wishes you were that attractive

[Salvor Hardin @mayorhardin]

@shaunmmaguire It’s about smuggling chips to China

[Salvor Hardin @mayorhardin]

@dcominottim Every single podcast or interview of him is basically just this. After 18 months, he has nothing new to talk about the company except make it about himself.

[Salvor Hardin @mayorhardin]

@CallahanCap @GavinSBaker Don’t give them ideas

[Salvor Hardin @mayorhardin]

@GavinSBaker @Jason @nvidia It should be the Federal law system that should decide the fate of Jensen Huang

[Salvor Hardin @mayorhardin]

@Alex_Intel_ @tculpan Actually brilliant hire