russli1993

4 ms·

1.
by russli1993 1mo ago
Huawei is launching a mobile soc built with logic folding. They take a single logic ip, like a cpu, and spread it's components across to dies and use hybrid bonding to combine top to bottom. For example the CPU SRAM on top and logic ga
2.
by russli1993 3mo ago
CSPs making own hardware still needs hardware companies, they reduce the Nvidia tax but still need the likes of TSMC, Broadcom, micron/sk hynix, Marvell, the truth semi-companies. CSPs will not have the patents, IPs and talent to repla
3.
by russli1993 3mo ago
China does not want to crash US economy. US economy strong means more purchases for our goods. But US want to crash Chinese economy by: 2018 trade war, 2019 Huawei sanctions, sanctioning at least 1000 large influential Chinese companies, 20
4.
by russli1993 3mo ago
You need 64 H200 super-node for inference for kimi k3. You will not do inference locally. What might pop the western hardware bubble is Chinese GPU, memory, networking companies. But even in China, these AI centric hardware is not cheap.
5.
by russli1993 3mo ago
No, Nvidia is worried about Chinese hardware stack. China is under sanction, what are they training and inferencing these models on? Even if this model might still be Nvidia chips, what about the next model. Everyone knows model and hardwar
6.
by russli1993 3mo ago
Winners are hardware companies, GPUs,XPUs, HBM, memory, connectivity. Even CSPs are just compute renters, they charge a margin to make sure their hardware purchases can be made back. But given there are more and more AI CSPs, traditional, a
7.
by russli1993 3mo ago
Chinese solar technology is multiple generations ahead of US companies. First solar panels have a conversion rate of 17% while longi is 24.8% and demonstrating 26%. First solar should be out of the market without US government subsidies and
8.
by russli1993 3mo ago
WS 15 is already shipping with latest J20, its trust to weight ratio is above 10.
9.
by russli1993 3mo ago
CJ1000A is being certified by 2028. It is equivalent to LEAP engines on fuel burn. WS15 and WS19 are all shipping today and have thrust to weight ratio above 10. CJ2000 is a 35-ton trust, genx fuel burn class engine, on track for 2030.
10.
by russli1993 3mo ago
if you look at the price per gb of memory, at today's prices its only equal to 2014. People don't complain about memory prices back then. The reality is modern world just need much more memory. Before 8GB memory was enough, today
11.
by russli1993 3mo ago
US restriction on China is not just GPU, but total blockade of anything semi related all the way from fab equipment to final chips. Same restriction will work on any other country. But it does not work on China. Not only there are astonishi
12.
by russli1993 3mo ago
Maybe software people can get around this issue by not making every app a electron bloat? This is now more than doable now you got AI right? And it will save your job
13.
by russli1993 3mo ago
cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.
14.
by russli1993 3mo ago
if demand is too high, the market will adjust by adding supply. If Apple can't take the price of memory, why don't they make memory themselves. Oh no, the technical and manufacturing know-how is a barrier to entry and there is no
15.
by russli1993 3mo ago
memory is a commodity is laughable. Then software engineering is even more a commodity, the amount of engineering going into making memory chips the vast majority of people don't understand. There are a lot of software engineers gettin
16.
by russli1993 3mo ago
And hyper-scalers, Apple, AI labs all will die if memory makers can't sell to them?
17.
by russli1993 6mo ago
Lol, software company execs didn't see this coming. Fire all your experienced devs to jump on Anthropic bandwagon. Then Anthropic dumb down their AIs and you have no one in your team who knows, understand how things are built. Your ent
18.
by russli1993 7mo ago
Chargers don't charge at 1.5MW 100% of time. You have grid storage batteries serving as buffer. It can be charged at steady rate by the grid all the time. People need time to drive in and out of the station. The math works out really w
19.
by russli1993 7mo ago
They simply use a few grid storage batteries. Chargers don't charge at 1.5MW 100% of time. You also have people driving in and out of the station. The math works out really well.
20.
by russli1993 7mo ago
BYD is shipping both charging stations and cars with blade battery 2.0 first half of 2026. Both economic and premium models can charge from 0 - 97% under 12 minutes. They are also building these charging stations right now and few hundreds
21.
by russli1993 7mo ago
there needs to be battery chemistry improvements. Otherwise, with existing batteries, charging at these speeds will cause too much heat and shorten battery life span. BYD is offering 1.5MW charging with increased battery lifespan and withou
22.
by russli1993 7mo ago
BYD did not go to specifics about their blade 2.0 battery that enables this, but there has to be battery chemistry and manufacturing advancements. CATL shared some details on their 12C LFP batteries before, they lowered li-ion mobility resi
23.
by russli1993 2y ago
And the 2025 xpeng g6 is so much better than previous model, 5C charging battery, better ride, even better energy efficiency, better looks, better interior design, 30% of car parts are updated. And they delivered this update 2 years after t
24.
by russli1993 2y ago
[flagged]
25.
by russli1993 2y ago
you mean how every single US tech company shares data with Google and Meta? How you browse a website, and, in an instant, ads show in Meta products? "user behaviour and device metadata [are] likely sent to ByteDance servers", lol,
26.
by russli1993 2y ago
Next episode in this is Chinese companies produces HBM3 (they are already shipping HBM2), 7nm class GPU products competitive against A100 from multiple vendors, EUV. The US will realize what a monster they created.
27.
by russli1993 2y ago
Chinese companies are working euv litho, its coming.
28.
by russli1993 2y ago
Oracle did shut them down last night, if Google and Apple have to drop their apps on the apps store, Oracle and other providers have to drop them too. Btw, the app won't function even if parts of the infra is down. Btw, business is ris
29.
by russli1993 2y ago
Completely different, it is not a content ban but a sanction against entire company Bytedance. Capcut was also removed, how is the video editing app influence public perception and steal US data? China gave foreign internet applications a l
30.
by russli1993 2y ago
Yes, you can also force sale or ban. And you should do that, because the US has shown it is legal and moral.

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