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@zephyr_z9 Avatar @zephyr_z9 Zephyr

Zephyr posts on X about bytedance, china, huawei, inference the most. They currently have XXXXX followers and 2054 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence technology brands countries stocks finance social networks currencies celebrities automotive brands

Social topic influence bytedance, china #2489, huawei, inference, open ai #1014, gpu, tencent, moonshot, xai #66, nvda

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

""The free version of ChatGPT is used by the vast majority of the platform's 500m weekly active users" The masses need a taste of GPT-5 rather than eating 4o mini slop"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 04:00:16 UTC 6649 followers, 1494 engagements

"@ThePoliEcon the short-term demand for AI GPUs is too high Chinese players can't meet it If the ban persisted then it would have jeopardized DC deployment in 2H25 Ascend 910Bs and the small startups will get buried 910Cs & CM384 are OK Big release for Huawei Ascend XXX in 1Q26"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 16:59:24 UTC 6650 followers, XXX engagements

"Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 03:39:05 UTC 6650 followers, 1329 engagements

"Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-05-25 12:43:06 UTC 6648 followers, 11.2K engagements

"@DrFrederickChen XXX MTr/mm2 (leak) N2 was XX MTr/mm2 Waiting for Mate XX or Ascend XXX will give us a better picture"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 15:45:30 UTC 6647 followers, 1008 engagements

"If the restrictions on Huawei were never placed in 2018-2020 Nvidia wouldn't be a $4T company"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 16:08:58 UTC 6648 followers, 3202 engagements

"Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 04:43:47 UTC 6650 followers, 8885 engagements

"This is the final output right They haven't published all the tokens it generated while solving the problem"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 18:16:06 UTC 6648 followers, 2077 engagements

"910C is better at training than H20 I haven't seen the output tps for H20 but 910C can match H100 at inference Since H20 has XX% higher mem bandwidth compared to H100 The H20 is better than 910C H20 sales resumption doesn't affect Huawei much but it kills the prospects for the/"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:29:54 UTC 6642 followers, 10.6K engagements

"@Jukanlosreve Fixed focus is generally right about semiconductor stuff Could be true I hope DCS confirms it"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 10:51:58 UTC 6642 followers, XXX engagements

"@GlennLuk Just imagine the financial risk Oracle is taking to build XXX GW of DC capacity Over $250B for assets(GPU) that depreciate in less than X years"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 03:34:06 UTC 6649 followers, XXX engagements

"So Qwen also gets the frontier lab designation now @xeophon_ @Presidentlin"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-21 18:22:34 UTC 6649 followers, 12.1K engagements

""vision forms a core pillar of Chinas Eastern Data Western Computing initiative." XX GW for DCs"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 01:25:19 UTC 6649 followers, 3407 engagements

"China should stop the development of the Type XXX carrier and J-36/J-50 as it doesn't have a clear financial ROI and it is fiscally irresponsible"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 04:00:44 UTC 6647 followers, 3758 engagements

"6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:32:04 UTC 6587 followers, 1381 engagements

"Bruh Never use Google AI overview to make arguments It's a misinformation machine"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 00:00:09 UTC 6641 followers, 3912 engagements

"Qwen bros are also very confident about their coding model"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-11 15:32:58 UTC 6650 followers, 1011 engagements

"This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:46:13 UTC 6639 followers, 4653 engagements

"@okaythenme @brickroad7 they are not poaching from China But Big Tech is going on the offensive and using its balance sheet It will strain the finances of startups like OpenAI Anthropic XAI"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 07:37:01 UTC 6649 followers, XXX engagements

"How many GPUs will be required for a 1e26 training run 2T MoE/50B active in X months"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-14 04:53:53 UTC 6647 followers, 2219 engagements

"Pretty damn good image generator from AMD"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-21 18:18:27 UTC 6647 followers, 1959 engagements

"@JShpigler Cambricon may have some real demand Bytedance is investing a lot in them I'm trying to find the specs of their latest GPU "MLU 690""
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 03:40:54 UTC 6602 followers, XXX engagements

"@casper_hansen_ who Tencent or is it the coding model from Alibaba"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:50:23 UTC 6649 followers, 2774 engagements

"No that's not true H20 is better than H100 and Ascend 910C at inference 910C is comparable to H100 at inference"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 06:47:50 UTC 6632 followers, 4028 engagements

"Oracle is taking a huge risk by spending $250B to build XXX GW of DC capacity for OpenAI Will take X years to recoup the cost And financing this will be crazy hard"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 15:50:56 UTC 6649 followers, 1881 engagements

"not really Deepseek open sources because of Liang Wenfeng's ethos Qwen also has a robust open source culture which got strengthened when R1 came out They now release their Max models as well Same for Moonshot"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 06:10:23 UTC 6649 followers, 1479 engagements

"Very good article But China isn't a big opportunity for Nvidia in robotics and autonomy Chinese gov and the corporations don't want a repeat of the AI GPU situation They are actively trying to derisk"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 19:21:40 UTC 6649 followers, 1356 engagements

"The next breakout success will come from Bytedance or Stepfun or Zhipu (Bytedance is very obvious)"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-17 15:37:10 UTC 6649 followers, 6185 engagements

"This also means that Grok can't open source any model legally"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 17:10:23 UTC 6649 followers, 9038 engagements

"1.6 is quite good I doubt they will do a global launch before Tiktok deal is closed Deepseek got attacked in DC a lot after R1 and was used as a pretext for more export controls Bytedance doesn't want the attention especially to their compute buildout in SEA and LATAM"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 04:35:02 UTC 6650 followers, 1329 engagements

"@Xianbao_QIAN @Kimi_Moonshot @Zai_org @deepseek_ai OpenBMB is a non-profit lab Minimax is a bit behind I have high expectations of StepFun China has X Tier X labs now- Zhipu Moonshot Whale Bytedance Qwen Tencent Stepfun will likely enter Tier X with their next release"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-12 02:24:37 UTC 6627 followers, XXX engagements

"@hedgedworld it's a complete washout for 910B 910C can still be used Huawei has to focus on training"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 03:50:53 UTC 6641 followers, XX engagements

"Bruh Dawg had to collateralize the IP It will be so dystopian if a lab creates AGI but can't generate enough financial returns to pay off the debt so the bank takes away the IP 💀💀💀"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:40:42 UTC 6649 followers, 7328 engagements

"@basedjensen OAI hasn't even deployed $50B this year (5 months still left) OAI is certainly facing delays The article may have exaggerated the situation But the chances of $100B being deployed this year are quite low"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 07:37:47 UTC 6650 followers, XXX engagements

"Bytedance has a great & cheap proprietary model And considering the quality of papers they are churning out Doubou XXX will be lit No point in comparing Bytedance with wrapper producers"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-16 08:07:43 UTC 6650 followers, 1424 engagements

"@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 04:58:36 UTC 6650 followers, XXX engagements

"@teortaxesTex I think Bytedance is the only Chinese org that has trained such large models"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-14 05:09:43 UTC 6627 followers, XXX engagements

"They are more detailed about their solutions and process @doomslide @_xjdr"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 05:36:28 UTC 6649 followers, XXX engagements

"@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 07:18:34 UTC 6650 followers, XXX engagements

"My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 12:02:39 UTC 6649 followers, 26K engagements

"Model companies backed by VCs- Zhipu Minimax Stepfun Baichuan Moonshot XX XX & Baichuan are out of the race Minimax is a bit behind on LLMs (Still ahead of Meta) Next Deepseek moment will come from Bytedance or Zhipu or Stepfun"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 04:29:55 UTC 6650 followers, 1842 engagements

"With this and the release of Agent OpenAI is certainly quite ahead of others"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 08:08:31 UTC 6589 followers, 1875 engagements

"Not in training Huawei 910C/920 is the only option now Inference rollouts will reach XX% of the training compute required for most companies by EOY Grok X is already at XX% H20s will help Chinese companies a lot here as the production volume for local alternatives is low in 2025"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-16 02:29:06 UTC 6645 followers, 1456 engagements

"@brickroad7 Asml has a huge install base in China"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-21 02:05:44 UTC 6648 followers, XXX engagements

"@Why__Knot @teortaxesTex Is a ghost optimizing and creating new breakthroughs in EUV tech Japan own the whole EUV supply chain except the litho tool Nabtesco (founded in 2003) supplies the gearbox for most robots"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-05-06 23:14:42 UTC 6648 followers, XXX engagements

"@nntaleb this spike is due to Nauru buying tuna ships from China"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 18:42:03 UTC 6646 followers, 2402 engagements

"Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 04:56:48 UTC 6650 followers, 1192 engagements

"The OG Ascend XXX NPU was ahead of its time Next year will be a big comeback for them"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 16:10:09 UTC 6649 followers, 1698 engagements

"@ThePoliEcon read this from a Bytedance guy"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-15 16:59:58 UTC 6650 followers, XXX engagements

"They will reach parity with TEL and LAM in etch by the end of this year U should watch or read the Q1 earnings call from the CEO"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-23 09:18:33 UTC 6649 followers, 1297 engagements

"The third will come from Bytedance or Stepfun"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-14 15:30:46 UTC 6650 followers, 1238 engagements

"Now I'm really wondering if Robin Brooks was finessing & lying about Russian sanction evasion using these graphs Will have to cross-check with Russian imports from these countries"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 11:51:29 UTC 6650 followers, 2267 engagements

"Xai has already broken $20/$200 mark Others will raise too"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-20 11:39:25 UTC 6647 followers, 2238 engagements

"@CyberVerse91 startups yes Bytedance alone had over 500K H100 equivalents in 2024"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 17:08:07 UTC 6649 followers, XX engagements

"@teortaxesTex If Cambricon can cross $50B mcap with way less revenue then Unitree can cross it to U are not familiar with Chinese stock pumps"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-19 02:02:55 UTC 6650 followers, 1067 engagements

"A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-18 03:17:57 UTC 6649 followers, 5299 engagements

"He should have sold some Tesla stock rather than collateralizing the IP Even after all this the interest rate on that loan is XXXX% Unnecessary risk"
@zephyr_z9 Avatar @zephyr_z9 on X 2025-07-22 16:48:34 UTC 6649 followers, 1518 engagements