Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
ChinaTalk
00:00
Intro
This chapter delves into Huawei's recent AI chip developments, specifically the Ascend 910 B and C, and their potential to compete with NVIDIA. The discussion also addresses the significance of system architecture in AI, alongside the geopolitical and market influences affecting the tech industry.
Transcript
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