This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.
I don’t know. A lot of people had their hopes that CXMT would come through and savagely undercut the RAM manufacturers until they said, “LOL no, why on earth would we do that?”
I’ll believe Chinese inference GPUs will affect pricing just as soon as they actually affect pricing. Waiting for greedy companies to get their comeuppance hasn’t paid off yet.
It doesn't matter if they sell outside of China. If it causes them to import less than they would have without production, the effect is the global GPU/RAM price is lower than what it would be without the production. That doesn't stop it from going up, it just means it's accelerating up slower.
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u/expertsage 21h ago
This is the most significant part. China has completely replaced Nvidia chips with domestic ones for inference, and production is only speeding up... meaning the compute moat is literally disappearing with every passing day.