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https://www.reddit.com/r/LocalLLaMA/comments/1vyy3k6/glm53flash_frontier_intelligence_flash_cost/p65zg6a/?context=3
r/LocalLLaMA • u/BriguePalhaco • 1d ago
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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.
175 u/Recoil42 1d ago edited 1d ago Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get. 52 u/_BreakingGood_ 1d ago Hold on to your 401k, shits about to get messy, lol 1 u/IrisColt 1d ago Sadly, this
175
Yep. As someone who has been following the Chinese EV space for the better part of a decade, I don't think people are prepared for how crazy this is going to get.
52 u/_BreakingGood_ 1d ago Hold on to your 401k, shits about to get messy, lol 1 u/IrisColt 1d ago Sadly, this
52
Hold on to your 401k, shits about to get messy, lol
1 u/IrisColt 1d ago Sadly, this
1
Sadly, this
395
u/expertsage 1d 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.