this post was submitted on 01 May 2025
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[–] muusemuuse@lemm.ee 1 points 7 months ago

Yea no. By the time China can duplicate what NVIDIA has, they won’t need that kind of power anymore since the models will be better and more efficient. China is acutely aware of this so they aren’t actually aiming to beat NVIDIA on raw performance. Just cost. And if they do that they will win.

NVIDIA doesn’t have a strategy for when this AI bubble bursts but is quite clear China does.