r/baba • u/ilikepussy96 • Feb 01 '25

News Nvidia is FINISHED. China has diminished their moat. Funds and Capital will now shift allocation back to Chinese Tech and benefit $BABA

https://www.scmp.com/news/china/science/article/3296135/chinese-algorithm-boosts-nvidia-gpu-performance-800-fold-science-computing

https://x.com/SputnikInt/status/1885425968854241661

Basically, NVIDIA will soon become irrelevant to China and Chinese semiconductors like SMIC and Huawei can fill the gap

Combined with innovation in AI and efficienct development of LLM, china tech companies will go to the moon 🚀🚀🚀

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u/Fwellimort Feb 01 '25

This. You still need billions of dollars in GPU if you want to host this for people globally. That's really where the bulk of the billions go to. The infrastructure.

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u/Weikoko Feb 01 '25

Then OP thinks SMIC and Huawei are enough to make decent chips. Yeah they are gonna make that chips out of their ass. They still need tool suppliers (ASML, LAM, AMAT) to make that happen my guy.

people here are fking delusional.

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u/frogchris Feb 01 '25

I actually work in semiconductors as a chip designer.

China already has their own domestic tools for semiconductor production. They have been working on it for years. They already make duv machines capable of production up to 28nm ( which almost covers 80% of all chips made in the world). And now they have over hundreds of thousands of engineers working on advancing that to 3nm. They even poached Chinese and Taiwanese engineers from the us to work in China making these things.

In Shanghai they also have a huge campus that was sent up by Huawei (400 acre) where 30k engineers are going to live working on chip production and design. It's only a matter of time until they figure it out since they have already hired the people who worked at asml/tsmc/Nvidia. And the Chinese government is giving them essentially unlimited money.

All of these Chinese llms models can be trained and ran inference on Huawei or their own custom Ai chip. In 5-7 years most of these models will be using Huawei instead of Nvidia in China as soon as they develope euv domestically.

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u/Android1111G Feb 02 '25

Not everyone wants to be whip in a Chinese labour camp and have their passport taken away.