Chubby♨️@kimmonismus · XAI 摘要
作者认为中国芯片技术进展被低估。Chris Miller在《Chip War》中指出中国光刻机生产落后约10年，但华为芯片性能已达NVIDIA H100的约80%，整体差距可能仅2年且持续缩小。引用推文显示，华为AI芯片销售激增，而Nvidia在中国市场停滞，印证了这一趋势。作者强调此进展比AI模型本身更重大，并将进行详细分析。
I think many people still don't grasp what this means. Chris Miller analyzed in his book "Chip War" that China is about 10 years behind in lithography machine production.
Meanwhile， Huawei chips are achieving roughly 80% of the performance of the NVIDIA H100. China is probably more like 2 years behind the US， and the gap is narrowing. I will be writing a detailed analysis on this soon because it's far more significant than the models themselves.
Huawei's AI chip sales surge as Nvidia stalls in China https://ft.trib.al/2jJaokL