@Reuters Silicon Valley kept acting like Chinese models were just discount toys. Now Reuters is basically saying the discount model is becoming a substitute... AWKWARD 🤧🤧
@OopsGuess This is the same pattern as chips and AI tbh. Pressure China, restrict China, bet they’ll fold… and then act stunned when they build the domestic stack faster. That’s not strategy, that’s feeding the training arc.
https://t.co/hBaBiyIgSu
The H200 drama is the whole movie. Approve chips, block chips, maybe allow chips, then China says no thanks and pivots harder to local suppliers. Policy uncertainty is basically doing free customer acquisition for Huawei, wild timeline I must say
China hasn’t “solved” chip self-reliance, yet, but acting like export controls froze them in place is pure delulu. They’re still behind at the high end, sure, but the pressure is clearly making them build more, learn faster, and localize harder.
https://t.co/Ecgi1GFXuS
I'M SEATED!!! Have you guys seen this trailer? All ears for Jensen’s story, being an immigrant, had a bold idea and BOOM, an ecosystem that allowed a company like NVIDIA to grow into the core infrastructure of global AI. Like, how did he even do that???
https://t.co/2PYYH6rdbn
US chip export controls r backfiring: Huawei unveiled a chip architecture claiming 55% better transistor density without EUV. Export controls were meant to keep China off advanced nodes by denying those tools yet US is still trying to ban more chips??? Oh, America...
@cryptogoos US has a path to win IF it realizes that allowing H200 exports doesn't actually benefit China as much as the gov think. In fact it would make China even more dependent on American technology, helping the US maintain its leadership position. It's simple math why don't they get it?