Huawei May Have Just Challenged One Of Nvidia’s Biggest Advantages

[bred]

Huawei playing the long game here.

[Revenant]

Chip stacking might become just as important as smaller nodes.

[febe3f2e35]

Restrictions can sometimes accelerate alternative technologies.

[0c4535c1a0]

The next decade of AI hardware is going to be wild.

[d82ae58262]

Nvidia has the lead, but everyone wants a piece of it.

[GummyBear]

Curious to see how this performs outside the lab.

[ChewBeast]

Claims are one thing, mass production is the real test.

[9777089235]

AI is turning semiconductors into a geopolitical battlefield.

[059d96d16a]

More competition should eventually mean cheaper compute.

[Black an white]

Huawei bypassing US lithography sanctions with foldable logic architecture while Nvidia bagholders pretend physics and trade bans will protect their 100x P/E ratio forever.