supercat
Colonel
DeepSeek may have well accelerated the arrival of another dot-com bubble.
Gonna be extremely painful
Now it's 200,000.So it seems like the "they have 50k H100s that they can't talk about" is gonna catch on
Both because they think it makes sense logically at a first glance (omg China would OF COURSE LIE), and also because they have incentives to believe so
Whoever wrote the above doesn't understand that economic competition is one of the most important factors that drive socioeconomic progression, not politics.
Does he even know where Indo-Pacific is?
Unlike German automakers, plenty tech fellows don't know that China can do software.
China has a low-trust society!