Most Chinese models are already doing the migration to Huawei chips, will be the biggest lost for Nvidia.
Artificial Intelligence thread
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first, maybe you should show so loyalty to China and stop using Claude. What a joke. Everyday you come on here and say you support Chinese AI effort and then you continue to give money to Western AI companies.I have submitted my resume
I actually put my money where my mouth is and have paid for coding plans with both Kimi and GLM. I'm frankly tired of people like yourself.
It will be a huge loss for Nvidia for sure, but it will be a victory, at least in the short term, to the American AI companies as Huawei chips are inferior to Nvidia chips that American AI companies have enjoyed.
Do you think AI datacenters is just one massive chip? lol
The only thing that matters is $ per token and US is basically done.
See the thing about Nvidia is their chips aren't actually that good once you factor in software-hardware optimization, which they can't do because it's Chinese companies publishing all frontier techniques and, contrary to popular belief, Chinese labs don't actually publish their latest advances on day 1.
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The problem with this thinking is that it assumes chips work independently of one another. That's not how they work in reality.
In a homelab, Nvidia will offer the best performance for sure, but a chip's raw performance become quickly meaningless in a cluster where the biggest bottleneck is inter-chip communication. Remember, Huawei's bread-and-butter business is telecommunication. Huawei doesn't need beat Nvidia in chip's raw performance. Huawei just needs Ascend chips to be good enough, then the company's strength in telecommunication is enough to steamroll everybody.
data flywheel that Anthropic built and how that flows to other labs. Note, the key is advanced SWE tasks they get and user responses.
Again, note that our usage of GLM and Kimi coding plans help with their future models.
Well to be fair, lots of mainland engineers also use Claude. It's quite popular. I wouldn't regard it as some kind of indictment of disloyalty.