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
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".
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
I honestly have no expert knowledge about this stuff. What I say is based only on intuition.
>I don't buy the insurmountable moat of TSMC
Very wise, energy constraints are already feeding the hyper-scale gamblers their own hubris. =3
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".