Apple Lobbies Trump Administration To Buy Chips From Blacklisted Chinese Firm

Apple wants to buy RAM from China.

Everyone now wants to use open-source models from China because of all the drama surrounding Anthropic, OpenAI, and the U.S. government.

What comes next: asking whether Huawei will now also sell GPUs to the West for training new models?

What a crazy time.

source: https://www.ft.com/content/d72a25e2-7bde-4aa9-bd8d-0c4f3d6cb2cb?syn-25a6b1a6=1

@StokPix Is it? The entire AI landscape has become more geopolitical than ever before. That makes it important to cover.

@kimmonismus tbh, a year ago I wouldn't have imagined conversations like this

@kimmonismus Isn’t it interesting that your profile has turned into geopolitical commentary.

@RrichPRMR Couldn’t agree more. We had the Llama models not too long ago, ram was cheap and everyone was able to use the best models.

Everything has changed

@kimmonismus This is a global market by nature. Different countries excel in different areas, but certain governments just have to push for blockades.

@kimmonismus I hope Apple buys a SHIT TON of RAM from China. Much needed... It's just RAM who cares. Apple gets its devices made in China anyway

@kimmonismus The trigger for all this was probably the export restrictions on NVIDIA GPUs. The US imposed the restrictions to prevent China from becoming competitive in the AI ​​race, but those restrictions ended up accelerating domestic production.

@kimmonismus this is a wild request

the last 2 days have changed the landscape of ai

@kimmonismus Ultra capitalist solution: undermine Chinese AI by buying up all their RAM.

@kimmonismus Chinese memory isn't much cheaper right now, so this must be due to desperation and a lack of supply 🙂 There's a huge memory shortage.

@kimmonismus apple buying chips from the pentagon list is wild. then they cry about prices. china's gonna eat this decade

@kimmonismus You know, victory doesn't really come from how strong you are, but from how foolish your opponent is

@kimmonismus it's will be smart purchase from Apple i think

@kimmonismus this is exactly why everyone keeps talking about infrastructure

@kimmonismus Great reporting. Keep it up.

Don’t get too excited about this. CXMT DDR5 technology is at the speeds and inefficiencies of what was introduced to the market initially in 2019, 6 years behind now. The production volume is also still not enough to make a big dent in costs, though they are scaling up rapidly. Will be a bigger factor a couple of years out.

@kimmonismus yeah it's time to ramp up those ram factories no? we all need more RAMMMMMM

@kimmonismus Tim Cook trying to bypass the Entity List is a bold pivot. Good luck explaining that trade-off to the national security hawks.