“ChinAI #305: Computing Power Shifts in the AI Inference Era” by Jeffrey Ding

Featured links

• ChinAI #299
• DeepSeek has sparked a crazy rush for Nvidia H20s, but the AI inference explosion is not just about hoarding chips
• EJIR article

Thank you for reading and engaging

These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.

Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).

Any suggestions or feedback? Let me know at chinainewsletter@gmail.com or on Twitter at @jjding99

---

First published:
March 24th, 2025

Source:
https://chinai.substack.com/p/chinai-305-computing-power-shifts

---

Narrated by TYPE III AUDIO.

---