Comment by losteric
US has been reshoring hardware for a while, but that didn’t stop DeepSeek and certainly won’t prevent presently allied powers from building AIs.
A big lesson seems to be that one can rapidly close the gap, with much less compute, once paths have been blazed by others. There’s a first-mover disadvantage.
DeepSeek has built their software on Nvidia hardware which needs ASML and TSMC hardware to be built.
Even China has not yet managed to even remotely catch up with this hardware stack. Even though the trail has been blazed by ASML, TSMC and Nvidia.