I’ve updated substantially towards this view—the practical issues with renting CPUs make them far less of a fungible commodity than I was assuming, and as you pointed out, contra my understanding, there are effective restrictions on Chinese companies getting their hands on large amounts of compute.
I’ve updated substantially towards this view—the practical issues with renting CPUs make them far less of a fungible commodity than I was assuming, and as you pointed out, contra my understanding, there are effective restrictions on Chinese companies getting their hands on large amounts of compute.