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Re:Ohio One Construction Timeline Update by ec109685 on Tuesday March 04, 2025 @12:38AM (#43250751)
It's not clear from the press release, but the timeline shifted first from 2025, then to 2027 and now to 2030/2031:

  > The semiconductor manufacturer originally estimated its first factory would come online in 2025. Then, it bumped the grand opening to 2027. Now, Intel estimates operations will begin at the Ohio One campus somewhere between 2030 and 2031.
Source: https://www.syracuse.com/business/2025/03/intel-delays-openi...

The biggest issue is that there isn't sufficient demand for an Intel fab, which is causing them to slow play opening it. Ben Thompson has written at length on Intel's struggles over the years and advocates that the U.S. step in and help guarantee sufficient volume of orders from US customers to make the fab financially work:

  > That leaves Intel and the need for native leading edge capacity, and this is in some respects the hardest problem to solve.

  > First, the U.S. should engineer a spin-off of Intel’s x86 chip business to Broadcom or Qualcomm at a nominal price; the real cost for the recipient company will be guaranteed orders for not just Intel chips but also a large portion of their existing chips for Intel Foundry. This will provide the foundational customer to get Intel Foundry off the ground.

  > Second, the U.S. should offer to subsidize Nvidia chips made at Intel Foundry. Yes, this is an offer worth billions of dollars, but it is the shortest, fastest route to ground the U.S. AI industry in U.S. fabs.

  > Third, if Nvidia declines — and they probably will, given the risks entailed in a foundry change — then the U.S. should make a massive order for Intel Gaudi AI accelerators, build data centers to house them, and make them freely available to companies and startups who want to build their own AI models, with the caveat that everything is open source.

  > Fourth, the U.S. should heavily subsidize chip startups to build at Intel Foundry, with the caveat that all of the resultant IP that is developed to actually build chips — the basic building blocks, that are separate from the “secret sauce” of the chip itself — is open-sourced.

  > Fifth, the U.S. should indemnify every model created on U.S.-manufactured chips against any copyright violations, with the caveat that the data used to train the model must be made freely available.
Source: https://stratechery.com/2025/ai-promise-and-chip-precariousn...
Re:Ohio One Construction Timeline Update by neilv on Tuesday March 04, 2025 @02:01AM (#43251246)
> > Fifth, the U.S. should indemnify every model created on U.S.-manufactured chips against any copyright violations, with the caveat that the data used to train the model must be made freely available.

One of these things is not like the others.

Isn't that a massive giveaway to a relatively small number of model makers, at the cost of the huge number of copyright holders, including international copyright agreements?

If this was legislation, I would assume that someone bribed and/or horse-traded for it to be tacked on.

Re:Ohio One Construction Timeline Update by JumpCrisscross on Tuesday March 04, 2025 @03:00AM (#43251681)
> including international copyright agreements

Copyright would be the single pillar of the international rules-based order to survive this dumpster fire.

Re:Ohio One Construction Timeline Update by passwordqwe on Tuesday March 04, 2025 @03:44AM (#43252057)
In the old testament fanfiction UNSONG, the 1 piece of international rules to survive the complete breakdown of the laws of physics and most nations on earth is copyright. Reminded me of that
Re:Ohio One Construction Timeline Update by hedora on Tuesday March 04, 2025 @01:06AM (#43250898)
That’s a 6 year slip in 3 years.
Re:Ohio One Construction Timeline Update by api on Tuesday March 04, 2025 @07:30AM (#43253694)
So like the California high speed rail. America really can’t build things anymore.
Re:Ohio One Construction Timeline Update by skywhopper on Tuesday March 04, 2025 @07:53AM (#43253869)
This isn’t slowing down because of contractor issues. Intel is pulling back because no one wants their cruddy product.
Re:Ohio One Construction Timeline Update by jollyllama on Tuesday March 04, 2025 @08:54AM (#43254608)
Sure, but as a percentage, this sort of thing isn't that remarkable in hardware or software.
Re:Ohio One Construction Timeline Update by lukateake on Tuesday March 04, 2025 @01:59PM (#43258648)
The 2025 date was never realistic. It was bandied to capitalize on the chip shortage of 2021 and 2022 to try to force CHIPS Act through Congress.

The shift from 2027 to 2030 is the first material slippage -- and reflects one or two things (or both!): 14A process technology timeline and/or soft foundry demand from the fabless firms.

Re:Ohio One Construction Timeline Update by tallanvor on Tuesday March 04, 2025 @02:31AM (#43251469)
The last thing consumers or the industry needs is Broadcom or Qualcomm grabbing more IP.
Re:Ohio One Construction Timeline Update by gunian on Tuesday March 04, 2025 @02:32AM (#43251473)
sadly our lord and savior jesus christ did not bless this project
Re:Ohio One Construction Timeline Update by whatsupdog on Tuesday March 04, 2025 @03:16AM (#43251825)
Looks like Terry Davis has risen from the grave!
Re:Ohio One Construction Timeline Update by gunian on Tuesday March 04, 2025 @10:03AM (#43255575)
heresy only our lord and savior jesus christ has risen from the grave when he fought the devil in a UFC matchup and took the keys of hell
Re:Ohio One Construction Timeline Update by light_hue_1 on Tuesday March 04, 2025 @01:57AM (#43251219)
Oh, the $280B in taxpayer dollars that already went to these obscenely rich companies wasn't enough? Nvidia with its crazy profit margins needs more of our taxpayer dollars to line their pockets?

This is so absurd it's getting to the point where it's laughably evil.

No, the US has far simpler and completely free methods to do this. For example, look at how travel works. You can't use any US federal dollars to fly on non-US airlines unless it's impossible to do so (with some other caveats we won't go into here).

What the US should do is simply declare, no US federal dollar can go to any AI chip that's not produced in the US. No US federal dollar can go into running training or inference for any model that isn't using GPUs produced in the US.

That's it. An instant massive market is created. Without taxpayer dollars. Without subsidies.

Re:Ohio One Construction Timeline Update by Garlef on Tuesday March 04, 2025 @02:04AM (#43251271)
Implicitly, it's "costing" taxpayer dollars: An alternative might be cheaper.
Re:Ohio One Construction Timeline Update by light_hue_1 on Tuesday March 04, 2025 @04:58AM (#43252616)
Obviously it's going to cost more. Just like tarrifs will.

But we can either make things cost a little more or give away massive piles of money while getting maybe nothing in return and have everything cost more anyway.

Re:Ohio One Construction Timeline Update by mandevil on Tuesday March 04, 2025 @02:03AM (#43251263)
That plan is a massive government subsidy in exactly the same way. It's just that instead of direct payments, the subsidy is forcing the government to pay more for all its AI chip needs, because it is deliberately limiting the competition. So the US Government pays more for all of its AI chips and training and inference models under your plan than it does at present, and the size of that extra payment? That's your subsidy.
Re:Ohio One Construction Timeline Update by jtbayly on Tuesday March 04, 2025 @09:59AM (#43255499)
At least we would get US-made chips out of it, though...
Re:Ohio One Construction Timeline Update by gunian on Tuesday March 04, 2025 @02:34AM (#43251500)
it's what our lord and savior jesus christ said to do
Re:Ohio One Construction Timeline Update by pyrale on Tuesday March 04, 2025 @05:14AM (#43252721)
I wonder what would happen to the US economy if other countries did similar things.
Re:Ohio One Construction Timeline Update by ericmay on Tuesday March 04, 2025 @09:07AM (#43254764)
> $280 billion in taxpayer dollars...

Have those funds all been dispersed?

Re:Ohio One Construction Timeline Update by bfrog on Tuesday March 04, 2025 @09:27AM (#43255046)
Intel last I saw had gotten 2B of Uncle Sam money.

It’s spent over 50B.

Re:Ohio One Construction Timeline Update by saagarjha on Tuesday March 04, 2025 @04:40AM (#43252475)
Seems like Intel got caught with their gyatt hanging out. That said, Ben's plan seems unworkable: why would any company want to use worse accelerators, with the stipulation that their work is open source? Creators unilaterally have their work thrown down the skibidi toilet–but only if the chips are American? Who is going to check that?
Re:Ohio One Construction Timeline Update by skywhopper on Tuesday March 04, 2025 @07:52AM (#43253860)
You’re right that this release is really announcing a major slowdown in construction.

But this plan from Ben Thompson is laughable.