Thread 61154578

Nshitia back to $30

This is a national security concern. War on China NOW. It's been long overdue.

If this hits the market as hard as the Deepseek FUD could be a great discount on amd/nvidia

fake and gay FUD
bow to jensen

Chinese e-commerce company Alibaba announced that it’s partnering with Nvidia to fuel its data center expansion across the globe and the introduction of new AI products. Reuters reports that the company is now prioritizing artificial intelligence as part of its core business, which will put it on par with the company’s online retail and wholesale business that made it the tech giant it is today. The announcement seems to imply a direct contravention of Beijing’s directive that bans its biggest tech companies from acquiring Nvidia chips, so it’s unclear if this partnership includes the purchase of AI GPUs.

According to Alibaba Cloud, the company’s Platform for AI (PAI) will integrate the “full suite of the Nvidia Physical AI software stack," so it technically may not violate the order to buy homegrown AI processors. The company already reportedly has its AI chip that competes with Nvidia’s own H20, and it has even created its own High Performance Network using Ethernet to replace Nvidia's interconnect technology.

However, it seems that Alibaba is ready to work with Nvidia to create a cloud-based system design to advance AI capabilities in real-world applications. “The speed of AI industry development has far exceeded our expectations, and the industry’s demand for AI infrastructure has also far exceeded our expectations,” said Alibaba CEO Eddie Wu during the annual Aspara Conference

>>61155127
What are you waffling about
It's not fake
It's on multiple news sites

>>61154578 (OP)
>china claims
k stopped reading here

>>61156333
Cool

>>61154578 (OP)
that just means AI is 1/82% stronger

>here's your Chyna GPU bro
https://www.youtube.com/watch?v=qGe_fq68x-Q

NVIDIA's moat is over. It's 1000 lines at most to add a new accelerator to tinygrad. And I don't mean to add a new accelerator with help from a kernel driver, compiler, and libraries. Just 1000 lines of software for the *whole* accelerator speaking right on the PCIe BARs, like what tinygrad is doing with the NVIDIA and AMD GPUs now.

THEY'RE COOKED, BUY AMD STOCK NOW

>>61158404
wouldnt this chinkpu dump amd too?

>>61158370
a specialized graphics card meant for the chinese surveillance state, able to analyze 256 FullHD camera streams (or 32x 4K streams) at 30 FPS in real time.
made entirely in china from chinese parts.
not quite comparable to nVidia.

>>61158637
not really, nvidia's moat disappearing = a chunk of its market cap going to other GPU companies, AMD is the next biggest, and you get way better compute for the cost of their cards, like 5x better value, so AMD will be valued above nvidia. No other GPU company matches that kind of value.

>>61154578 (OP)
>NVIDIA GPU NOT NEEDED
Yeah the reason NVIDIA GPUs 'arent needed' is because they are being smuggled into China en masse.

>>61158710
but if some chinkpu crashes cost then AMD will seem too expensive compared to it

>>61154578 (OP)
it was a matter of months before other people learned to do mult math on a chip dummies

>>61154578 (OP)
I dont believe any of these claims of "cloud computing" or whatever it is.
Do people not know how a semiconductor works?

>>61154578 (OP)
Oh noooo, not my deep OTM calls. I'm ruined!