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throwdbaaway 25 minutes ago

Reproduced on the CUDA stack right?

Let's say DeepSeek is being forced to use the CANN stack, and the new pricing reflects the cost when 100% of inference is done with Huawei chips. Then, I suppose we can infer that:

* CANN stack is 1.5x~2.3x less efficient in compute

* CANN stack has 6x lower inter-connect capacity

> computer chips once again become a commodity

Ascend 950 is going for $7k to $9k with mediocre looking specs. $16k for RTX Pro 6000, $6k for RTX Pro 5000. This is not looking good.