Another important point in my mind - after claiming the US is 2-3 years ahead of China in AI, how soon until China debuts GPUs that are on par with Nvidia? and a few years later taking major market share like they did with EVs..
Another important point in my mind - after claiming the US is 2-3 years ahead of China in AI, how soon until China debuts GPUs that are on par with Nvidia? and a few years later taking major market share like they did with EVs..
A few years ago it was easy to track Chinese progress - now all that tends to be hidden to a degree. I guess why this was such a surprise to markets - but it also follows a similar pattern where first Japan, then Korea and now China - where new entrants are seen as low quality until they are not.
Another important point in my mind - after claiming the US is 2-3 years ahead of China in AI, how soon until China debuts GPUs that are on par with Nvidia? and a few years later taking major market share like they did with EVs..
A few years ago it was easy to track Chinese progress - now all that tends to be hidden to a degree. I guess why this was such a surprise to markets - but it also follows a similar pattern where first Japan, then Korea and now China - where new entrants are seen as low quality until they are not.