Gerstner cites Morris Chang explaining why Texas cannot compete with Taiwan fab plants.
“The U. Yeah. Interestingly enough, he ran a fab plant for Texas Instruments in Texas. And he explains why Taiwan, like why Texas could never possibly compete with a fat plant in Taiwan.”
Gerstner warns chip ban increases risk China moves on Taiwan given AGI timeline claims.
“I think it dramatically increases the chances that China is forced to move on Taiwan. Right? We're out there telling everybody in the world that AI is totally existential.”
Gerstner warns chip export ban increases risk China invades Taiwan over existential AI needs.
“If we keep the chip ban in place, here's my biggest concern. I think it dramatically increases the chances that China is forced to move on Taiwan.”
Gerstner argues NVIDIA's $40 billion China business keeps them on CUDA and export bans risk forcing Taiwan conflict.
“It's $40,000,000,000 business NVIDIA in China to keep them on the CUDA ecosystem rather than allowing them to have a monopoly on the Huawei ecosystem.”
Gerstner says US will go from 0% to 15-20% leading edge chip capacity by 2030.
“Today, have about 0% of leading edge chips fabbed outside of Taiwan. Right? Almost nothing in The United States.”