Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest.

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• Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. JDJeff Dean30 Jul 2026
• Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. LTLip-Bu Tan18 Jun 2026
• The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. DPDylan Patel13 Mar 2026
• The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. NLNathan Lambert3 Feb 2025
• Criticism that a simpler, scaled-up architecture underperforms a heavily hand-optimized baseline actually demonstrates why that architecture-scaling research matters. GWGwern11 Jun 2021

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