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Comment by Joel_Mckay

21 hours ago

It is more of a regulatory capture byproduct to prop up an artificial token driven Ponzi scheme.

There is a serious alternative to NVIDIA "AI" hardware dropping out of China in February 2027. There is no moat, but a whole lot of unpaid debts in the near future.

Popcorn ready =3

5 comments

Joel_Mckay

Reply
Insanity  21 hours ago

Which Chinese alternative is that?

  • Joel_Mckay  21 hours ago

    Huawei is upgrading its Ascend 950PR (2.8 times an Nvidia H20 performance.)

    https://apnews.com/article/huawei-ai-chips-nvidia-superpod-t...

    Take it lightly until the benchmarks drop. ymmv =3

    • munksbeer  20 hours ago

      I honestly have no expert knowledge about this stuff. What I say is based only on intuition.

        - China is heavily, heavily incentivised to enhance their own chip making
  - Looking at the rate Chinas has expanded into just about every single other
    space, and from quantity to quality, I just think it is impossible that they
    don't compete on equal grounds pretty soon.
  - I don't buy the insurmountable moat of TSMC

      1 reply →

    • beachy  20 hours ago

      Reminiscent of tank warfare in WW2. The soviet T-34 was not remarkable in any particular way, but the sheer volumes it was produced in made it a very serious enemy to German tanks. As Stalin said "quantity has a quality all of its own".