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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

Insanity 4 hours ago [ - ]

Which Chinese alternative is that?

Joel_Mckay 4 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 3 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

Joel_Mckay 2 hours ago [ - ]

>I don't buy the insurmountable moat of TSMC

Very wise, energy constraints are already feeding the hyper-scale gamblers their own hubris. =3

beachy 3 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".