Today's tech echoes 1960-1970 mainframe era: very centralized around a handful of companies controlling "massive cloud compute" in bespoke mainframe-like topology.

All of that will all be legacy in a couple of years. Today's B200 clusters are tomorrow's e-waste. Decentralization might happen gradually or abruptly. But to me it's obvious that we'll be thinking of high-tech tensor processors and GPUs the way we thought of individual transistors and tube amplifiers in the 1980s.

If AI turns out to be the revolution it purports to be, than the underlying hardware will change much more rapidly than it did with ICs and microprocessors in the late 1970s. Today's hot is tomorrow's junk.

It's basically converted sand. Most of that conversion happens in Taiwan at the moment. Which is considered, by China, to be one of their provinces and as a protectorate by the usa. Hence the interest in that region....

Everyone is expecting them to invade Taiwan, but why not merely extort Taiwan?