Practical scaling realities: GPUs, export controls, “smuggling”

1:23:42This is uh Yeah. $160 million worth of GPUs that they were trying to that's >> smuggle into China. >> This was a month ago. >> So they're desperate, right? >> And and that's this is, you know, so for context, right? And I believe this started under the Biden administration. there was sort of this doctrine about how do we win the sort of great power war for AI. And the idea was because people really buy into the scaling laws as like the most accessible lever for us to pull and like the fastest way to sort of accelerate the progress. Uh we continue to double down on domestic chip production. We have the lead on that because of the likes of people like

1:24:23Nvidia who just have something no one else has. Um and we control all exports of these not only to countries like China but a whole list of others. And there was this really big conflict when Trump administration came in because the argument was being made that uh >> that that is not solving a problem. >> Yeah. >> Uh and then it's also limiting eliminating like the ability to generate revenue that can then be applied and put in other places. And so China, the the Chinese and the research community there are having to be clever with not enough because we haven't seen BYU or any of these larger, you know,