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China's AI Chip Deficit: Why Huawei Can't Catch Nvidia

4 points| NewCzech | 2 months ago |cfr.org

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mynti|2 months ago

Is it actually possible that nvidia chips will have 50TB/s bandwidth by 2028? Right now it shows they are at 8 TB/s. To me it seems the Nvidia forecast is a very, very optimistic exponential. Nontheless, Huawei not matching the scale of production seems to be the biggest hurdle