CHINESE AI DEVELOPERS SAY THEY CAN'T BEAT AMERICA WITHOUT BETTER CHIPS

Summary from the TLDR AI newsletter

Some elite Chinese AI researchers estimate that the country's chances of catching up to the US are slim in the short run due to a bottleneck in chips. US rules block the direct sale of Nvidia chips to China. Chinese companies can rent Nvidia chips in third countries, but this typically leaves developers with fewer chips and more inconvenience compared with well-funded competitors in the US. The US recently unblocked sales of Nvidia's H200 chip to China, but this is not likely to be a game-changer in helping Chinese companies catch up.