>>508990542china's fully homegrown ai gpus are 2 generations behind nvidia, which means they are more power hungry except its not a problem because china's standing up solar and nuclear plants every 3 years compared to the 20 years in the states.
what's more likely to happen is their domestic chip production albeit a generation or two behind will vastly outpace tsmc in volume such that it won't matter that they are inefficient because of the speed at which their energy generation grows YoY. At that point tsmc chip dominance drops and taiwan is a worthless island.
source
https://x.com/elonmusk/status/1938552586803753388#m
https://x.com/elonmusk/status/1939067777056452949#m
meanwhile american senate is actively sabotaging their domestic energy generation.