pretty sure they'll be fine for a while, between the build out and import bans, I don't expect demand to slow enough to let supply catch up
Nvidia are likely more concerned about AMD taking market share, and I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases.
Not sure, but there are definitely people around the president on both sides, some who think they can addict the Chinese to our silicon, like its the new opium war or something
you can also derive some stats from the ~10T tokens a day on 100k devices, 100M / device / day, but then one has to account for the multi-gpu model size, and I need coffee before I go there
if anything in the latest batch, they have been trained to try everything and anything to get a task done, hence their hacking abilities, but also how they go way off the rails when they don't get sufficient context on our human intent for the task
feels less like planning and more like throwing spaghetti at the wall the moment ambiguity emerges, I really hope the next batch dials it back
> The panel nonetheless held that plaintiffs did not state a
claim under the DMCA because their allegations under an
“output” theory showed that Copilot and Codex do not
“remove or alter” copyright management information from
a copy of an existing protected work but instead create new
works that never contained that information.
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