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189 sats \ 0 replies \ @optimism 16h \ parent \ on: Chinese State Media says Nvidia H20 Chips Not Safe for China AI
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: