3 ms·
The only moat is the us trying to buy all the compute hardware in the world for the next two years. Then China, amd, etc are just making their own chips.
by 2ndorderthought 5mo ago
The only moat is the us trying to buy all the compute hardware in the world for the next two years. Then China, amd, etc are just making their own chips.
- Bromeo 5mo agoDeepSeek claims that they can run inference on Huawei chips. Not sure about training.
- 2ndorderthought 5mo agoIf not now then definitely soon enough