Artificial Intelligence thread

bsdnf

bsdnf

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A 40% yield rate isn't that unacceptable for computing cards, like Nvidia's GPUs sell for ten times their cost. To catch up with Nvidia, Huawei needs to sell as many cards as possible and build an ecosystem, a lower profit margin is acceptable (still very profitable compared to other businesses).

The reopening of H200 sales and price reductions are clearly aimed at offsetting this. Considering that the adoption rate of AI products and the consumption of tokens in China are rising at an unexpectedly rapid pace, I think the overall migration of AI to the CANN environment will remain a challenge, as the demand for computing power is simply too great.
 
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HighGround

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bsdnf said:
A 40% yield rate isn't that unacceptable for computing cards, like Nvidia's GPUs sell for ten times their cost. To catch up with Nvidia, Huawei needs to sell as many cards as possible and build an ecosystem, a lower profit margin is acceptable (still very profitable compared to other businesses).

The reopening of H200 sales and price reductions are clearly aimed at offsetting this. Considering that the adoption rate of AI products and the consumption of tokens in China are rising at an unexpectedly rapid pace, I think the overall migration of AI to the CANN environment will remain a challenge, as the demand for computing power is simply too great.
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I don't even know why this number is being entertained. As far as I'm concerned, it's an unsubstantiated rumor that doesn't come from any reputable Chinese source. It's 3rd or 4th level hearsay.
 
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HighGround

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PopularScience said:
So Long, GPT-5. Hello, Qwen
In the AI boom, chatbots and GPTs come and go quickly. (Remember Llama?) GPT-5 had a big year, but 2026 will be all about Qwen.

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This article didn't convince me at all. I fail to see what Qwen is going to be doing in 2026 that's going to significantly change things from 2025. People have already been using Qwen this year, it's dominated download charts.

If anything, 2026 headlines might be full of major contracts between large US firms. Apple will most likely adopt a closed-source model. Microsoft will continue its collaboration with Open AI. We're going to see more big firms make large AI announcements and integration in their back-end/front-end.

No doubt there will be plenty of wings for Chinese open-source models too, there might even be quite a bit of media attention on it, but I don't see how that's so differetn from 2025. I also don't think it'll even necessarily be Qwen.
 
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PandaAI

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MortyandRick said:
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So that's why they moved to Singapore.

Not sure if China can or should block this sale. I do hope China can claim that the IP stays in China? Or maybe banned the leaving of the 40 key technical staff ?

Too bad a Chinese company didn't buy it.
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US will never allow Chinese companies to buy US AI companies. China should block this deal.
 
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