The V4 sovereign stack story adds another data point: DeepSeek released Day-0 Huawei Ascend support as the primary deployment path, not an afterthought. Alibaba, ByteDance, and Tencent responded with bulk Ascend orders within weeks. If Jensen is right that not all compute is equal, Chinese hyperscalers are betting the gap closes faster than CUDA ecosystem lock-in compounds.
I think the article owes an explanation about why this matters at all.
Why does it matter how much compute, how much LLM-running capacity is available? What exactly is the economic, social or military benefit coming from this?
Not all compute is equal, but I don't know if China will not catch up on chips. They're fighting hard to boot up their own ASML, no? I see no specific reason why, with enough effort (and if totalitarian regimes are good at something, it's focusing effort) they can't get much closer to current state of the art.
Is this 'lets be condescending to Jensen' pure clickbait engagement strategy or something else? i'm just wondering if you have his line of site on the ecosystem and supply chain; given he interacts with the Ceos of all the major players on a daily basis? From my pov your post missed the entire point about why China will be able to build, and is building AI LLMs that will be operationally as useful and powerful as what most of use use here in the West, without needing our stack. That was his point. Most commentators from the Anthropic ecosphere seem to miss it.
Excellent and accessible to regular people
The V4 sovereign stack story adds another data point: DeepSeek released Day-0 Huawei Ascend support as the primary deployment path, not an afterthought. Alibaba, ByteDance, and Tencent responded with bulk Ascend orders within weeks. If Jensen is right that not all compute is equal, Chinese hyperscalers are betting the gap closes faster than CUDA ecosystem lock-in compounds.
I think the article owes an explanation about why this matters at all.
Why does it matter how much compute, how much LLM-running capacity is available? What exactly is the economic, social or military benefit coming from this?
Well written
Not all compute is equal, but I don't know if China will not catch up on chips. They're fighting hard to boot up their own ASML, no? I see no specific reason why, with enough effort (and if totalitarian regimes are good at something, it's focusing effort) they can't get much closer to current state of the art.
Is this 'lets be condescending to Jensen' pure clickbait engagement strategy or something else? i'm just wondering if you have his line of site on the ecosystem and supply chain; given he interacts with the Ceos of all the major players on a daily basis? From my pov your post missed the entire point about why China will be able to build, and is building AI LLMs that will be operationally as useful and powerful as what most of use use here in the West, without needing our stack. That was his point. Most commentators from the Anthropic ecosphere seem to miss it.