The idea that China won’t be able to have AI chips is completely nonsense. The amount of energy they have is incredible, isn’t that right? AI is a parallel computing problem, isn’t it? Why can’t they just put four, 10 times as much chips together? Because energy is free. They have so much energy. They have data centers that are sitting completely empty, fully powered. You know, they have ghost cities, they have ghost ghost data centers. They have so much capacity of infrastructure, and their capacity of building chips is one of the largest in the world. Now, of course, if you ask me, would the United States be further ahead if if the entire world had no computer at all? Well, that’s just not an outcome, that’s not a scenario that’s true. They have plenty of computer already. The amount of threshold they need for the concern you’re worried about, they’ve already reached that threshold and beyond. When you have abundant of energy, it makes up for chips. If you have abundance of of chips, it makes up for energy. For example, United States is scarce on energy, which is the reason why Nvidia has to keep advancing our architecture and do this extreme code design, so that with the few chips that we ship, because
[00:01:01] the amount of energy is so limited, our throughput per watt is off the charts. But if your amount of watts is completely abundant, it’s free, what do you care about performance per watt for? But then there’s a question of, okay, well, can they actually manufacture enough chips? But they do. Huawei just had the largest single year in the history of the company. How many chips did they ship? A ton. Millions. Millions is way more than Entropic has. Right, but as you know, the bottleneck often in trading and doing inference on these models is the amount of bandwidth. So, if you HBM2, I don’t I don’t know the numbers off hand, but like versus the newest thing you have, you can be almost an order of magnitude difference in memory bandwidth, which is huge. >> Huawei’s a networking company. But that doesn’t change the fact that you need to EUV for the most advanced HBM. >> Not true. Not at all true. You could gang them together, just like we gang them together with MBLink 72. They’ve already demonstrated silicon photonics connecting all of these computer together into one giant supercomputer. Your premise is just wrong.