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Comment by Alifatisk

2 days ago

Time to short Nvidia?

No because people never really talk about the quantity of the alternatives -- i.e. Huawei Ascent. Even if Huawei can match the quality, their yields are still abysmal. The numbers I've heard are in the hundreds of thousands vs. millions by Nvidia. In the near future, Nvidia's dominance is pretty secure. The only thing that can threaten it is if this whole AI thing isn't worth what some people imagined it is worth and people start to realize this.

No evidence v3.1 is trained on Chinese chips(they said very ambiguously, only said they adapted the model for Chinese chips, could be training, could be inference)

Anyway, from my experience, if China really has advanced AI chips for SOTA model, I am sure propaganda machine will go all out, look how they boasted Huawei CPU that’s two generations behind Qualcomm and TSMC