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The state of play of generative AI in China, with Paul Triolo
Sinica Podcast
The Workaround Strategy for Chinese AI Research
Alibaba, Baidu and others are trying to acquire large numbers of GPUs before the commerce department might change the requirements. The bigger systems that incorporate dozens or hundreds of processors are going to be much harder to acquire. One strategy is to let's stock up as much as we can on existing hardware. Another approach is to use alternative, indigiously developed capabilities.
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