Uitspraken
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Domestic hardware: Huawei's 950 supernode can fully substitute Nvidia's GB200/GB300 on performance and price.
«Huawei's 950 supernode can fully substitute Nvidia's GB200 and GB300 on performance and price.»
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Shift on chips: Nvidia's CUDA moat is being rapidly dismantled.
«Nvidia's CUDA moat is being rapidly dismantled.»
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Money was never DeepSeek's problem; the real constraint is the ban on high-end chips.
«Money has never been our problem; the embargoed high-end chips are the problem.»