SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots
ChinaTalk
Cloud Evaluations and Industry Accountability
This chapter explores the potential acquisition of Huawei Ascend products and discusses challenges in the tech sector, particularly focusing on cloud providers and GPU rental services. The conversation highlights the anticipation of industry rankings and their potential to hold major players accountable while revealing unexpected award criteria in the cloud services space.
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