US and China own most compute; algorithmic proliferation arms your rival automatically
anpaure · x · 2026-09-13
Adding context to the transparency debate, anpaure lays out the compute landscape: the US and China own the majority of the world's compute (US more, China less), with the rest of the world taking the scraps. Because algorithmic insights proliferate, they automatically arm your enemy—which is why the proposal claims nobody will pursue 100x-efficiency research and will instead focus on things that only pay off at high compute scale. He notes over-optimizing could make other countries' clusters relevant, making this hard to reason about.
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