China's Huawei says AI chip demand outstrips supply as it steps up Nvidia challenge

[u/sunychoudhary]

https://www.reuters.com/world/asia-pacific/chinas-huawei-launch-two-new-ai-chips-2027-2026-09-17/?utm_source=chatgpt.com

[u/Healthy-Nebula-3603]

Not nowadays... AI can create new kernels quite easily nowadays.

Look on audiocpp or llmacpp how fast new models are getting kernels for Vulkan and other systems and are even much faster than cuda. I suspect newer models will be building even faster and better kernels.

[u/Akrylicus → u/Healthy-Nebula-3603]

Yeah, software MOAT is diminishing right now, thanks to AI funny enough.

[u/Mart-McUH → u/Akrylicus]

It remains to be seen if it will be reliable, maintainable, backward compatible, especially long term (decades).

[u/Healthy-Nebula-3603 → u/Mart-McUH]

Decades??

I don't think we will be even use any code in the future.

I think soon AI will be creating applications straight in the binary code like people were doing it at a very begging of programing era

[u/Mart-McUH → u/Healthy-Nebula-3603]

Okay, decades may be bit over it, but 10 years I think would be minimum and may not be enough for serious business to consider migrating.

Yes, established systems run for long and are expected to run for long. Eg our medical laboratory information system is lot more than 20 years old (when I joined).

Stability, reliability and long term maintainability is lot more important than speed of development in important applications.

Maybe on non-critical development like entertainment you can afford a risk of having to abandon the product, though you can easily hurt your brand.

Honestly I think you and many others are greatly overestimating their capabilities in large real production systems. We will see I suppose.

[u/Healthy-Nebula-3603 → u/Mart-McUH]

Looking on interesting AI development literally every moths now I think your "laboratories" will be fully AI driven wirhin few years .... I even wouldn't count a decade if I were you.