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00CuriousObserver

Junior Member
Registered Member
I shared a theory in the AI thread about how the "50k H100s" might have came about, crossposting it here

 

pevade

Junior Member
Registered Member
You got it backwards, its China that has the killswitch over the US AI and US economy

Killing Huawei was 100x more important than Tiktok. US already used up all its cards, best one was EUV.

Even supposing US had a magical killswitch, why would they waste it on TikTok? Does not pass litmus test
Expecting rationality from an irrational actor is a fool's game.
 

lube

Junior Member
Registered Member
I shared a theory in the AI thread about how the "50k H100s" might have came about, crossposting it here

A bit too much analysis imo.
Dylan was the first person to claim 50k hoppers on Twitter. Not a big secret.

Any action he makes has to be viewed through the lens of him personally wanting more US chip sanctions on Chinese companies.
It's was his entire MO before he started SemiAnalysis, since he thinks sanction evasion is the only reason China is showing any progress on chips or AI.
 

jiajia99

Junior Member
Registered Member

azn_cyniq

Junior Member
Registered Member
A bit too much analysis imo.
Dylan was the first person to claim 50k hoppers on Twitter. Not a big secret.

Any action he makes has to be viewed through the lens of him personally wanting more US chip sanctions on Chinese companies.
It's was his entire MO before he started SemiAnalysis, since he thinks sanction evasion is the only reason China is showing any progress on chips or AI.
F*ck that guy
 

horse

Colonel
Registered Member
TIL, Liang Wenfeng is a gigachad 小粉红 (not unlike Feng Ji from Game Science)

View attachment 144499

Damn f-ing straight, yeah, man, that is the real sheet.

Straight talk!

That is a question I have, but afraid to ask, because he just seems so Cantonese.

You know, you northerners are like civilized.

Us Cantonese, we just like being vulgar. We like being funny.

What is he wrote is so freaking typical of a certain mentality, cough cough.

There was jow gou back in the day, nowadays there is moist dog.

Chinese language is really interesting!

:p
 
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