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Comment Re:That is one way to stop AI DC builds (Score 2) 57

I buy strictly Chinese transceivers and DACs. I'm just HPC, not hyperscale. Using Chinese saves me massive amounts. At least 75% cost after failure rates. (we generally don't RMA small things).

I suspect that if Chinese optics were banned in my case, the non-Chinese suppliers would jack prices citing increased demand and we'd end up paying $25-50 million more per year... This would genuinely harm national security in our case. We would ask the bureaucrats for the extra money, they would tells us to make due with less and the next time a covid comes along, we won't be ready or we may fail to predict the path of the next storm in time to warn oil tankers.

Comment Chinese flood coming (Score 1) 48

Did you know that CXMT licenses their tech to Samsung and SK Hynix?
Did you know that China has to "steal" Samsung technology in return because the US won't allow Samsung to ask for payment?
Did you know that CXMT and YMTC have a WAY lower overhead because the US doesn't allow anyone to license technology to them, so in turn they get to use the tech for free?

Let's make this 100% clear.

Patents don't stop your competitors from using your tech. They give you the right to charge your competitor to use it. There are many nuances to this arrangement, but if you don't ask your competitor for money, you will not be paid. If you ask for money, you are licensing your tech to them.

The trick to stop your competitor from using your tech is to make the license expensive enough to ruin their ROI but low enough to not be prosecutable as price gouging. This is what Phil Zimmerman did with ZTP.

Next, RAM is multiple lithography generations behind at any given time. Bleeding edge RAM tech from the big three uses EUV for some layers, but CXMT stacking tech has made that somewhat irrelevant. DRAM needs high yields and DUV multipatterning is more reliable. Generally, modern RAM tends to use 10nm processing for these reasons.

China is well positioned to start popping up RAM producers everywhere. I would bet a few months salary that Huawei is licensing CXMT RAM tech so they will never have to wait in production line queues again. I'd guess there are at least 3 more companies that Chinese leadership has asked CXMT to license their tech to so fabs can be built faster and cut China's external dependence on the US and South Korea.

Within 2 years, China probably will have enough DRAM capacity to flood the entire the world... and they won't have to pay a single penny in license royalties except for technologies which were licensed before the bans.

Now consider this...

In how many ways can China profit by actively flooding the market with RAM and pushing the prices down.
- No external dependence.
- Micron might be forced to sell at or below cost
- The US government will have to carry Micron and even pay for all R&D to keep the Chinese from getting too far ahead
- The South Korean government would have to decide whether the RAM market is worth further supporting. Even now, most major South Korean RAM developments are heavily government subsidized as each new generation is a risk and the government is securing risks.

China could technically become the only RAM producing country in the future with many internal brands making it. Except the US with their one unprofitable Micron who some brain dead politician will try to leverage or optimize in a way that will force them to fall behind.

Comment Re:Hear Hear! (Score 1) 7

Well, someone had to add the ads, so there must be at least one pair of eyes on it, right?

Advertising has been on this site for over 20 years now. The only difference is which ads are here, but that's all automated as well. We see slightly fewer mail order bride ads now, which is a likely a good thing, but otherwise its nothing different. There's no reason for a human to screen them.

Comment Re:Hear Hear! (Score 1) 7

How do we get this legit complaint in front of more eyes?

I say this often, but honestly when was the last time any new code was written here? Stuff breaks over time but it has been years since anything was added or updated. We all know that of course Unicode is over 20 years past its promised rollout (beating even Duke Nukem Forever in terms of development hell cycle), but really it seems unlikely that there are any software developers left working for this site. I'm not sure there are any full time employees at Slashdot at all anymore.

In other words you can put the complaint in front of more eyes but it won't find any more eyes that can do anything about it.

Comment ubuntu hosting service (Score 1) 8

I tried giving ubuntu money a few times. Every time, they just immediately tried price gouging me. I mean, they made VMware look cheap. Not nearly as bad as Suse though... those guys were criminal on their pricing. So, I just use the ubuntu CDN to download it.

if they keep going like this, I think I'll look at Debian again... even though I don't like their politics

Comment Re:Ummmm..... (Score 1) 172

Did you read the standards differently than I did?

The protections you're referring to are so riddled with holes that it's insane. The architecture has supported microcell, nanocell and picocell as as requirement in the standards since the beginning. If you're talking about "sim security", the handshake is intended to be easily replicatable so phones can work in building basements and such.

What I don't understand is why they need Israeli tech for this. I could so this with $100 of equipment from Alibaba and a laptop

Comment Re:between 165k and 222k usd? (Score 1) 49

I live in Oslo, Norway. I'm driving a BMW i3 I bought new 12 years ago. It was a piece of shit the day I bought it. It's the exact same piece of shit now. I've calculate that so far, I'm at about $245 USD per month total cost of ownership including charging and toll booths across these 12 years. I suspect I can drive it for another 6-10 years and by then I expect the TCO to have dropped to about $195 a month before it starts increasing again.

I can't drive this shit heap too far, 120km on a great day in the middle of summer. And I had an incident a few years back on the countryside in -11C temperatures where I only got 50km in the mountains that day.... that was REALLY COLD but I had blankets for the 3 hour wait for the tow truck.

We'll take a vacation in a few weeks, we'll rent a crappy tesla and drive to Gothenburg or Stockholm. Still massively cheaper than wasting money on a new car that would give me better range for the week or two I need it to. But I still go grocery shopping a few times a month in Sweden because I'm not stupid and this crap car can make it there with a little extra charge each way. Which is no problem because there are chargers at pretty much every exit and they're cheap.

So, that brings me to trucks...

1) one driver 5 truck caravans. This is close and it's going to happen. In fact, I'm pretty sure within a very short time, we'll see most trucks driverless on the highway and then you'll see professional drivers being delivered to trucks for last-mile travel where the trucks will still do the driving, but supervised. And then in time, no more drivers... except in New York where some guy named Joe Joe who graduated from "Vinnie's airplane towing school" is considered more qualified than an airline pilot with a hundred thousand hours of flight time and a formal education and tows airplanes to the terminal because "we're a union shop".

2) Telsa isn't selling the trucks to make money from the trucks... oh they will... but consider that a model-X at 1/50 the size is like 1/3 the cost of the truck. The money comes from the infrastructure. Tesla will build out a charging network even if they have to dip into the college funds of Musk's 72 children to do so. And he'll use fuel cell and solar and possibly wind to charge up the battery power banks. He'll then find a way to cut deals with the truck stops that he'll install the chargers at their truck stops in exchange for parts of the food profits and for massive discounts on any fuel needed for the fuel cells. Then he'll make a deal with netflix and disney plus and all of them for the entertainment systems in the trucks and he'll charge the truck drivers for Starlink. And he'll then have a huge fleet of spare Tesla Semi's that can be quickly delivered to drivers on the road who have problems. They'll then arrange for the semi to be serviced and returned to the driver as he passes back. Of course, all at a cost.

Within 5 years, he'll have streamlined most of the US land freight infrastructure, bled everyone dry in the process and be strongly positioned to sell Tesla Semi as a service in competition with the existing fleets.

Europe and Asia (outside of Russia and India) will be a much tougher win because we prefer rail where possible. And at least here in Norway, we would still rather invest in new rails rather than new roads.

Comment Simple calculator or screw it (Score 1) 105

The Windows Start Menu is so frigging confusing that I use it for two things

1) press windows, type name of app, press enter
2) press start, type basic equation (I.e 5/1.35), pray it gives me numbers and not an advertisement for feminine hygiene products

I am terrified when I need to use a mouse on the start menu. It's as though it can do everything except start programs

Comment Re:Yeah OpenAI is a scam (Score 1) 73

You simply cannot make solar financially viable there.

What makes solar financially un-viable in Austin? I live a long ways from Texas so there might be something really obvious here that I'm missing. I know the solar power arguments are older than the hills at this point (I remember roof top solar panels from many decades ago) but I'm interested in what about that location makes it doomed to not work out.

Or is there just no way for Tesla to make it financially viable? Could a more honest company pull it off in a different way?

Comment Blank CDs... or Rick Rolls? (Score 1) 67

I have a crappy old IDE (not even SATA) cdrom in my closet which I bought a usb to IDE cable for. I can't find the power bricks to any of my old laptops with working DVD or CD drives. I think it would be hillarious if they just made a CD with an autorun.inf that played Never Gonna Give You Up. How many people would actually know

Comment I use clang to compile C and C++ code (Score 1) 20

I just wanted to say. I don't think C or C++ are good languages and while I think clang is a pretty decent C++ compiler, I think it's far from what it could become.

Why not use an llm to audit code?

Maybe they should use a lot of LLMs, get second and third and fourth oppinions.

Or is the article making a point that the US government is limiting themselves to one llm and if you want to hack the government, you just need to find Mythos's weaknesses?

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