I expect so as well, and China also has a lot of incentive to invest in alternative substrates since they're behind on silicon. If one of these moonshot projects they're pursuing delivers that would make current silicon chips look like vacuum tubes by comparison.
There are a few different tracks here. One is software optimizations where models require less energy to use. That's been moving really fast over the past few years, and there are still a lot of papers that haven't been integrated into production systems that are really promising.
Another track is hardware architecture where the substrate stays the same, but chip design improves. A general example of this is SoC architecture like M series from Apple of Kirin 9000 from Huawei. The architecture eliminates the memory bus which is one of the main bottlenecks, and RISC instruction set facilitates parallelism much better than SISC. A more specific example would be ASIC chips like what Taalas is making which print the model directly on the chip.
And the last track is the one you mention with using a more efficient substrate. Notably this will directly benefit from the other two tracks as well. Whatever software and hardware architecture improvements people come up with, will directly apply to chips made out of graphene or other materials.
That's very cool!
Some people care about the continued survival of humanity and look beyond their own nose. Since avoiding extinction requires avoiding barbarism, I don't see any conflict here. 🤷
Right, GDR wasn't fascist.
I expect that software will continue to get optimized, and we'll see new algorithms that are more efficient than what people are doing currently. However, it's possible we'll start seeing hardware specifically built for models as well. For example, there's already a startup that uses ASIC chips to print the model directly to the chip. Since each transistor acts as a state, it doesn't need DRAM and the whole chip requires a small amount of SRAM which isn't in short supply right now https://www.anuragk.com/blog/posts/Taalas.html
The limitation with this approach is that the chip is made for a specific model, but that's not really that different from the way regular chips work either. You buy a chip and if it does what you need, it keeps working. When new models come out, new chips get printed, and if you need the new capabilities then you upgrade.
You can see how absurdly fast their hardware version of llama 3 is here https://chatjimmy.ai/
I think by the time AI becomes efficient enough to be profitable, it's going to be efficient enough to run locally and the whole AI as a service business model is going to collapse. We're basically in the mainframe era of AI right now, and we've seen this happen with many technologies before. There's no reason to think this case will be different.
Just to give you an idea of how fast this stuff is moving. Qwen 3.6 was just released and can be run on a high end laptop, it outperforms Qwen 3.5 from February which required a commercial grade server to run. https://qwen.ai/blog?id=qwen3.6-27b
Every thread about China's energy production will inevitably have a comment like this. I really wonder, are you people just trolling or you're just genuinely that ignorant?
- China installs 100 solar panels a second as total PV capacity tops 1 terawatt https://reneweconomy.com.au/just-staggering-china-installs-100-solar-panels-a-second-as-total-pv-capacity-tops-1-terawatt/
- China’s CO2 emissions have now been ‘flat or falling’ for 21 months https://www.carbonbrief.org/analysis-chinas-co2-emissions-have-now-been-flat-or-falling-for-21-months/
- The Amount of New Solar Power Production Capacity China Is Manufacturing Is Legitimately Mind-Blowing https://futurism.com/science-energy/solar-energy-china-production
- Science has selected “Rise of the Renewables” as its breakthrough of the year. China is reaping the benefits economically, supplying 80% of the world’s solar cells, 70% of its wind turbines, and 70% of its lithium batteries. https://www.science.org/doi/10.1126/science.aee6842
- China has planted so many trees it's changed the entire country's water distribution https://www.livescience.com/planet-earth/plants/china-has-planted-so-many-trees-its-changed-the-entire-countrys-water-distribution
- How China is Turning Climate Action Into Economic Strategy https://fpif.org/how-china-is-turning-climate-action-into-economic-strategy/
- sheep and solar panels https://www.sustainability-times.com/energy/chinas-235-square-mile-solar-farm-creates-unexpected-ecosystem-supporting-5-million-households-and-thousands-of-sheep/
- China is now making more money from exporting green technology than America makes from exporting fossil fuels. https://www.economist.com/leaders/2025/11/06/chinas-clean-energy-revolution-will-reshape-markets-and-politics
- China's total installed renewable power capacity reached about 1.41 billion kilowatts at the end of 2024, accounting for over 40 percent of its total electricity capacity and surpassing coal-fired power installations https://english.www.gov.cn/archive/statistics/202504/25/content_WS680b7b79c6d0868f4e8f2141.html
- ‘There is only one player’: why China is becoming a world leader in green energy https://www.theguardian.com/environment/2025/sep/07/china-fossil-fuel-us-climate-environment-energy
- ‘China Is the Engine’ Driving Nations Away From Fossil Fuels, Report Says https://archive.ph/kRVro
- With Cheap Chinese Solar, Developing Countries Leapfrog U.S. on Clean Energy https://e360.yale.edu/digest/china-clean-tech-developing-countries
- China’s Decarbonization Is So Fast Even New Coal Plants Aren’t Stopping It https://foreignpolicy.com/2025/08/21/china-clean-renewable-energy-coal-plants-emissions/
- China electrostate https://www.abc.net.au/news/2025-08-13/china-turns-into-electrostate-after-staggering-renewable-growth/105555850
- Clean generation met 81% of the 2024 demand increase in China https://ember-energy.org/latest-insights/global-electricity-review-2025/major-countries-and-regions/
- China's emissions fall despite increased energy demand https://www.carbonbrief.org/analysis-clean-energy-just-put-chinas-co2-emissions-into-reverse-for-first-time/
- Analysis shows that China’s emissions are dropping due to renewables https://arstechnica.com/science/2025/05/analysis-shows-that-chinas-emissions-are-dropping-due-to-renewables
- China’s new PV installations forecast to reach up to 255GW in 2025 https://www.pv-tech.org/chinas-new-pv-installations-forecast-to-reach-up-to-255gw-in-2025/
- Renewable energy jumps to new high, powered by China solar boom https://www.bnnbloomberg.ca/investing/commodities/2025/03/26/renewable-energy-jumps-to-new-high-powered-by-china-solar-boom/
- China hit new record of solar and wind power capacity additions in 2024 https://climateenergyfinance.org/wp-content/uploads/2025/02/MONTHLY-CHINA-ENERGY-UPDATE-Feb-2025.pdf
- solar capacity hits new record in 2024 https://www.spglobal.com/commodity-insights/en/news-research/latest-news/012425-infographic-china-solar-capacity-coal-electricity-renewable-energy-hydro-wind
- China Hits Clean Energy Goal Six Years Ahead of Schedule https://oilprice.com/Alternative-Energy/Renewable-Energy/China-Hits-Clean-Energy-Goal-Six-Years-Ahead-of-Schedule.html
- China is the world driver of solar, "That same year, its renewable capacity grew faster than its overall demand for electricity — meaning its fossil fuel usage actually went backwards." https://www.abc.net.au/news/2024-12-18/survey-of-the-worlds-solar-shows-global-boom/104006096
- how China can lead climate effort https://www.chinadaily.com.cn/a/202501/02/WS6775d0e7a310f1265a1d876a.html
- China massive renewable installation https://www.cnn.com/2024/11/18/climate/climate-china-solar-wind-dg/index.html
- China first major electrostate https://rmi.org/insight/x-change-the-race-to-the-top/
- Wind and solar to surpass 40% of China’s power capacity by year-end https://www.scmp.com/business/commodities/article/3272181/wind-and-solar-surpass-40-chinas-power-capacity-year-end
You'd think it would be obvious that public services exist because they're necessary rather than to bring in profit, yet here we are.
Nobody is judging people by their native language here. What's being judged is the fact that Germany has conducted a genocide during WW2 and is now actively facilitating and supporting a genocide in Gaza. Go do your artless trolling elsewhere little fash.

vassals will vassal