Samuel Hammond 🦉 on X: "China is so compute constrained they're running their cyber campaigns on US models and infra, where we can catch them in the act. That's a direct benefit of the chip export controls Nvidia aggressively lobbies against widening the US-China compute gap." / X

China is so compute constrained they're running their cyber campaigns on US models and infra, where we can catch them in the act. That's a direct benefit of the chip export controls Nvidia aggressively lobbies against widening the US-China compute gap.

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Anthropic

@AnthropicAI

4h

We disrupted a highly sophisticated AI-led espionage campaign. The attack targeted large tech companies, financial institutions, chemical manufacturing companies, and government agencies. We assess with high confidence that the threat actor was a Chinese state-sponsored group.

11:12 AM · Nov 13, 2025

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Samuel Hammond

@hamandcheese

2h

The US has a 31x compute advantage over China if we prevent smuggling. That falls to a 4x advantage with conservative B30A exports, and to 1.1x advantage to *China* if export controls are lifted and they buy aggressively. Our lead is large but fragile!

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Samuel Hammond

@hamandcheese

Nov 10

No Blackwells for Beijing New from me in @amconmag: theamericanconservative.com/no-blackwell-c

if you havent you should watch this

I have! That guys the

If I had to guess, I'd say that model capabilities, and particularly agentic model capabilities, are the real reason. Anthropic believes that the hackers were a Chinese state-sponsored group. Assuming that is true, I trust that these people would not have too many issues with

this happened around September, the same time Anthropic decided to end all business with Chinese AI

ironic when banning chips turns into free cyber bait

Why would you take anthropic’s word for it lol

This is short sighted of you. It’s not about short term China vs us - it’s about what happens when behind the scenes innovations in China basically disrupt the US tech stack and starts eroding tech dominance with competition.