It is more of a regulatory capture byproduct to prop up an artificial token driven Ponzi scheme.

There is a serious alternative to NVIDIA "AI" hardware dropping out of China in February 2027. There is no moat, but a whole lot of unpaid debts in the near future.

Popcorn ready =3

▲ Insanity 3 hours ago | parent [-]

Which Chinese alternative is that?

▲ Joel_Mckay 3 hours ago | parent [-]

Huawei is upgrading its Ascend 950PR (2.8 times an Nvidia H20 performance.)

https://apnews.com/article/huawei-ai-chips-nvidia-superpod-t...

Take it lightly until the benchmarks drop. ymmv =3

▲ munksbeer 2 hours ago | parent | next [-]

I honestly have no expert knowledge about this stuff. What I say is based only on intuition.

  - China is heavily, heavily incentivised to enhance their own chip making
  - Looking at the rate Chinas has expanded into just about every single other
    space, and from quantity to quality, I just think it is impossible that they
    don't compete on equal grounds pretty soon.
  - I don't buy the insurmountable moat of TSMC

	▲	Joel_Mckay 18 minutes ago \| parent [-]
		>I don't buy the insurmountable moat of TSMC Very wise, energy constraints are already feeding the hyper-scale gamblers their own hubris. =3

▲ beachy 2 hours ago | parent | prev [-]

Reminiscent of tank warfare in WW2. The soviet T-34 was not remarkable in any particular way, but the sheer volumes it was produced in made it a very serious enemy to German tanks. As Stalin said "quantity has a quality all of its own".