Ultimately what I would take from all of this is on hardware China is close. Not at NVIDIA chips yet, but without software optimization, it doesn’t matter how close the hardware is. Imo what China is doing right now is to force a criticality in number of users to find bugs and optimize the software. It’s literally the only way they can catch up. What’s hilarious is Lutnick literally told them this.
And to prove my point, just look at MooreThread S80. When it first released it had the hardware but ran so poorly it ran like a GTX1030. But with software optimization, it could run wukong at 48fps at 4k. Without the users, China can’t improve. So now they’re forcing people to be users.
It’s actually funny that you’re asking that. This is exactly Huawei’s solution.
https://semianalysis.com/2025/04/16/huawei-ai-cloudmatrix-384-chinas-answer-to-nvidia-gb200-nvl72/
Thank you! Will need to read it in more depth.
Ultimately what I would take from all of this is on hardware China is close. Not at NVIDIA chips yet, but without software optimization, it doesn’t matter how close the hardware is. Imo what China is doing right now is to force a criticality in number of users to find bugs and optimize the software. It’s literally the only way they can catch up. What’s hilarious is Lutnick literally told them this.
And to prove my point, just look at MooreThread S80. When it first released it had the hardware but ran so poorly it ran like a GTX1030. But with software optimization, it could run wukong at 48fps at 4k. Without the users, China can’t improve. So now they’re forcing people to be users.