I work in a data center, the building I manage was build in 2013. There was a demand for servers, chips, cooling, and electricity prior to the AI surge. It will continue even if we gain efficiency at training AI models.

- It's a buying opportunity. I am looking at Dominion (D), Supermicro (SMCI), and Vertiv (VRT).

As for TSMC, I don't think Trump will actually be as short-sighted as to tariff them. The cost to build a chip manufacturing plant in the US is staggering (many billions or tens of billions). The lead time in a hurry would be likely 4+ years. By the time the plants are build they will be on to the next sub 2mm chipsets and current production will make the new factories obsolete and will only be able to produce second tier chips. Additionally Taiwan can't export enough of their workers to run the factories and we don't have the domestic talent to run them. ASML can only make lithographs so fast, so even if we had the main portion of the factories the wait for lithographs would halt production. So a great big shiny useless factory does us no good. It would be nice to join the lithograph wait list though.

- If you don't like TikTok, you'll loath deepseek, it's way worse for privacy and I don't want to help train their AI for them.

- I think they are lying and didn't make the advances they did, and even if they did, we have hundreds of billions of dollars in our back pocket to duplicate the work and improve on it. Remember this it the country that builds fake cities and puts lead in children's toys. They are liars, cheaters, and thieves.

Will this lead to lowered demand in the medium term for chips probably? Will we stop needing storage, computing, or data centers, nope. US ingenuity is pretty damn good, if they bested us today, I don't see it continuing next week or next month. In the end don't use it, and don't panic.

Pentagon Employees Connected To Chinese DeepSeek Servers For Days Before Block

https://www.zerohedge.com/poli...k-servers-days-block

Several US Defense Department employees connected their work computers to Chinese servers to access DeepSeek's new AI chatbot for at least two days before the Pentagon shut off access, according to Bloomberg, citing a defense official familiar with the matter.

The Pentagon's Defense Information Systems Agency moved to block the Chinese startup's website late Tuesday after defense officials raised concerns over Pentagon workers using the tool. According to DeepSeek's privacy policy, it stores user data on servers in China, and governs that information under Chinese law.

That said, while some Pentagon work screens showed a "website blocked" message, citing operational concerns, others could still access DeepSeek, according to the defense official and correspondence reviewed by Bloomberg.

The Pentagon’s IT experts are still determining the extent to which employees directly used DeepSeek’s system through a web browser, the official said.

US military personnel started downloading an earlier release of DeepSeek code on their workstations in the fall of 2024, according to the person familiar with the matter. At the time, the downloads didn’t raise concern with Defense Department security teams as the connection to China wasn’t clear to them, the person added. -Bloomberg

More at link

quote:

Originally posted by wcb6092:
Pentagon Employees Connected To Chinese DeepSeek Servers For Days Before Block

Kristonnastick! What kind of IDIOT in the most security clearanced building the the US downloads a CHINESE information gathering app?

FIRE them ALL.

DeepSeek's advanced tracking technology 'never seen before'


Josh Lipton and Julie Hyman
Thu, February 6, 2025 at 5:20 PM EST

US lawmakers are considering banning Chinese artificial intelligence (AI) platform DeepSeek's chatbot app from government devices due to concerns over potential data leaks.

CEO of Feroot Security Ivan Tsarynny joins Market Domination to share critical insights on the unfolding situation.

Tsarynny reveals that DeepSeek's chatbot embeds instructions to send user information, including login details, to servers owned by China Mobile (which is owned by the Chinese government). "That is something we've never seen before," he says.

"If you're logging into [DeepSeek], you will get digitally fingerprinted," he adds. "Everything that you provide into it, plus your digital fingerprint and your identity, they will be able to track you and tie your personal information to the queries that you submit, which is the first time we've ever seen being so personalized."

Tsarynny explains that this raises national security concerns. "The risks that the bill will prevent or can prevent is potentially very sensitive information ... it's not just personal privacy risk, but also definitely there's a possibility to national security risks," he says.

https://finance.yahoo.com/vide...never-222053515.html

so its Chinese spyware

I'm shocked...shocked

well, not really