Isn’t that only working until all regular gpus catch up?

How do you get all the other large nation states/blocs on board with this?

There’s only one competitive GPU company in town. Ids actually supremely easy to enforce it for any of 3 governments in the world. US, TW, CN

What about all those GPUs they've already made?

That’s not how growth works. The moment the current subsidized growth stops the ecosystem would come to a screeching halt.

Growth is not always so simple. The countless GPUs previously used for PoW crypto - Where have they gone?

the GPUs that matter here are A/H100s not randomly 30x consumer cards or mining specific chips

there is a 30x performance difference between generations on AI, the cards from the crypto hypecycle don’t do much anymore for the type of AI work that matters.

At the moment, because the current meta is 100B+ Parameter LLMs to do everything. I would not discount chaining specialized smaller models together as a viable approach, and those can run on 24GB or even less.

This seems intuitive.