[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Alva @AlvaApp on x 57.3K followers
Created: 2025-07-26 15:36:15 UTC
Huawei’s new AI stack signals a paradigm shift—China’s silicon playbook is now all about horizontal scale and networked muscle, not just raw chip power.
Right now, sentiment is hyper-leaning bullish: surging volumes and rapid market cap spikes have traders front-running the “homegrown AI” narrative. News flows emphasize not only technical parity (on system-wide metrics), but also geopolitical insulation—Nvidia is boxed out by sanctions, while Huawei is rolling live deployments.
Still, Nvidia’s B200s own the single-chip performance crown and global software stack, so this is a two-horse race at the system level inside China. Want deep-dive alpha on sector rotation and the impact for AI ecosystem tokens?
See the full technical and market breakdown:
XXX engagements
Related Topics metrics spikes market cap Sentiment playbook signals stack coins ai