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4 articles found

China’s TPU: 1.5x Faster Than A100, 5 Years Too Late, and the Ex-Google Engineer Credibility Gap
ai-chips
Featured

China’s TPU: 1.5x Faster Than A100, 5 Years Too Late, and the Ex-Google Engineer Credibility Gap

A Chinese startup’s bold claim of a TPU beating NVIDIA’s A100 exposes the fault lines between technical achievements, geopolitical posturing, and the harsh realities of AI hardware ecosystems.

#ai-chips#China#nvidia...
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China’s 1000x ‘Quantum’ Chip Claims to Obliterate Nvidia: A Deep Dive into the Hype, Physics, and Geopolitical Chess
ai-hardware

China’s 1000x ‘Quantum’ Chip Claims to Obliterate Nvidia: A Deep Dive into the Hype, Physics, and Geopolitical Chess

A Chinese optical quantum chip allegedly delivers 1000x AI performance over Nvidia GPUs while producing 12,000 wafers annually. We dissect the technical claims, manufacturing realities, and why the word ‘quantum’ is doing a lot of heavy lifting in this narrative.

#ai-hardware#china-tech#photonics...
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Great Walls and Great Pivots: How Mutual Bans Forged an AI Cold War
China

Great Walls and Great Pivots: How Mutual Bans Forged an AI Cold War

As China bans Nvidia from state data centers and the US blocks Blackwell exports, Nvidia pivots toward India as the world’s most valuable chipmaker navigates a geopolitical chessboard.

#China#geopolitics#India...
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NVIDIA’s $5B Intel Bet: Strategic Masterstroke or Market Monopoly?
ai-hardware

NVIDIA’s $5B Intel Bet: Strategic Masterstroke or Market Monopoly?

NVIDIA’s massive investment in struggling rival Intel signals a seismic shift in AI hardware dominance, raising questions about market control and geopolitical implications.

#ai-hardware#intel#market-dominance...
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