alt Hacker NewsIt looks like the USA is bringing all technology in-house that is needed to build AI.
TSMC has a factory in the USA now, ASML too. OpenAI, Google, xAI and Nvidia are natively in the USA.
While no other country is even close to build AI on their own.
Is the USA going to "own" the world by becoming the keeper of AI? Or is there an alternative future that has a probability > 0?
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US has been reshoring hardware for a while, but that didn’t stop DeepSeek and certainly won’t prevent presently allied powers from building AIs.
A big lesson seems to be that one can rapidly close the gap, with much less compute, once paths have been blazed by others. There’s a first-mover disadvantage.
> Is the USA going to "own" the world by becoming the keeper of AI?
China has a realistic prospect of developing an independent stack.
It'll be very difficult, especially at the level of developing good enough semiconductor fabs with EUV. However, they're not starting from scratch in terms of a domestic semiconductor industry. And their software development / AI research capabilities are already near par with the US.
But they do have a whole of nation approach to this, and are willing to do whatever it takes.
Even if you believe that all those companies are exclusively working towards the USA's aims and ignore that the output of TSMC and ASML's US factories are not yet a rounding error on their production. Do you seriously doubt that espionage still works?
I would expect it will be the market leader yes. But is there a market large enough to support the investment? That is debatable. If there isn’t then they will be in a deficit that is likely to do serious damage to the economy and investor confidence.
Currently there is no hard ROI on LLMs for example other than force bundling and using it to leverage soft outcomes (layoffs) and generating trash. User interest and revenue drops off fairly quickly. And there are regulations coming in elsewhere.
It’s really not looking good.
What factories are TSMC and ASML operating in US?
You implicitly assume, LLMs are actually important enough to make a difference on the geopolitical level.
So far, I haven't seen any indication that this is the case. And I'd say, hyped up speculations by people financially incentivized to hype AI should be taken with an entire mine full of salt.