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by burnte 518 days ago
That was literally my question. Is this basically just for more datacenters, NVidia chips, and electricity with a sprinkling of engineers to run it all? If so, then that $500bn should NOT be invested in today's tech, but instead in making more powerful and power efficient chips, IMO.
5 comments

Nvidia and TSMC are already working on more powerful and efficient chips, but the physical limits to scaling mean lots more power is going to be used in each new generation of chips. They might improve by offering specific features such as FP4, but Moore's law is still dead.
And we are, running on a 20W brain.
I don’t know if $500bn could put anyone ahead of nvidia/tmc.
$500bn of usefully deployed engineering, mostly software, seems like it would put AMD far ahead of Nvidia. Actually usefully deploying large amounts of money is not so easy, though, and this would still go through TSMC.
Nvidia's in on it, so presumably this is a doubling-down on Nvidia as the chip developers
if only $500bn was enough to make more powerful and power efficient chips…
Add some nuclear power and you’ve suddenly got a big bill
Not really. Plant Vogtle in Georgia was way over budget and still was "only" $35bn. $500bn could get you 14 of those.
He wanted to do that, but would have needed 5T for that. Only got 100 bn so far, so this is what you get (only slightly /s)