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110 sats \ 2 replies \ @BlokchainB 23h \ on: Chinese State Media says Nvidia H20 Chips Not Safe for China AI
Wonder how nvida investors will respond to this news
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195 sats \ 1 reply \ @Cje95 OP 20h
I mean China is still going to buy them. They dont have an option really as Huawei Ascend chips have lower bandwidth memory performance and they are still trying to work out all the kinks with them.
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189 sats \ 0 replies \ @optimism 18h
Although the back-and-forth is more political playacting than real, and I agree that CM384 isn't a silver bullet, nor does it sound like it's fully ready for massive scale yet, but there's still something that shouldn't be underestimated: scalability.
See https://arxiv.org/abs/2506.12708. They're basically working around having a generation older capabilities with parallel processing, where each component is horizontally scalable:
This also makes sense when you take into account that China does not have stagnation in electricity generation.
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Or, to quote Jensen Huang himself according to this SCMP article from June:
Nvidia founder and CEO Jensen Huang appeared to agree with Ren’s assessment. “AI is a parallel problem, so if each one of the computers is not capable … just add more computers,” Huang said last week in an interview with US broadcaster CNBC on the sidelines of the VivaTech conference in Paris.
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