#  @Compute_King Compute King Compute King posts on X about china, ai, open ai, taiwan the most. They currently have [------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours. ### Engagements: [----------] [#](/creator/twitter::1838111417851056128/interactions)  - [--] Week [----------] +70% - [--] Month [----------] +1,174,934% - [--] Months [----------] +72,703% - [--] Year [----------] +212,964% ### Mentions: [--] [#](/creator/twitter::1838111417851056128/posts_active)  - [--] Week [--] +583% - [--] Month [--] +760% - [--] Months [---] +322% - [--] Year [---] +505% ### Followers: [------] [#](/creator/twitter::1838111417851056128/followers)  - [--] Week [------] +0.55% - [--] Month [------] +3% - [--] Months [------] +45% - [--] Year [------] +286% ### CreatorRank: [-------] [#](/creator/twitter::1838111417851056128/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [technology brands](/list/technology-brands) [finance](/list/finance) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [exchanges](/list/exchanges) **Social topic influence** [china](/topic/china), [ai](/topic/ai), [open ai](/topic/open-ai), [taiwan](/topic/taiwan), [trade war](/topic/trade-war), [has been](/topic/has-been), [gpu](/topic/gpu), [infrastructure](/topic/infrastructure), [huawei](/topic/huawei), [seedance](/topic/seedance) #325 **Top accounts mentioned or mentioned by** [@zephyrz9](/creator/undefined) [@kakashiii111](/creator/undefined) [@ustraderep](/creator/undefined) [@rwang07](/creator/undefined) [@sama](/creator/undefined) [@theaiinvestor](/creator/undefined) [@rnaudbertrand](/creator/undefined) [@robinjbrooks](/creator/undefined) [@ryanhingshing](/creator/undefined) [@extremeailabs](/creator/undefined) [@glennluk](/creator/undefined) [@bricsinfo](/creator/undefined) [@deepseekai](/creator/undefined) [@unusualwhales](/creator/undefined) [@teortaxestex](/creator/undefined) [@omercheeema](/creator/undefined) [@homiecharlie](/creator/undefined) [@tig88411109](/creator/undefined) [@trumpwarroom](/creator/undefined) [@zichenwanghere](/creator/undefined) **Top assets mentioned** [April (APRIL)](/topic/april) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [DeepSeek (DEEPSEEK)](/topic/deepseek) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) ### Top Social Posts Top posts by engagements in the last [--] hours "Q: How many GPUs do we need to train a GPT3 175B model At what cost @extremeailabs" [X Link](https://x.com/Compute_King/status/1842214353451581804) 2024-10-04T14:45Z [--] followers, [--] engagements "Part [--] (1/3) GPT-3 175B has [---] billion (175B) model parameters and the entire complete training requires 3.14E11 (TFLOPS) of floating-point operations per second. If using an NVIDIA 80GB A100 GPU the theoretical performance is [---] TFLOPS. With Megatrons parallelization techniquestensor parallel and pipeline parallelthe utilization can reach 51.4% meaning that it can complete [---] TFLOPS per second. Thus The required GPU time is: 3.14E11 / [---] = 1.96E9 (seconds) Converted into hours: 1.96E9 / (60 x 60) = 5.44E5 (hours) Cost Calculation The daily rental price for an NVIDIA 80GB A100 GPU from" [X Link](https://x.com/Compute_King/status/1842218059391742390) 2024-10-04T14:59Z [--] followers, [--] engagements "Part [--] (2/3) What about NVidia 80GB H100 GPU FP16 = 990TFlops With utilization can reach 51.4% meaning that H100 can complete [---] TFLOPS per second. Thus The required GPU time is: 3.14E11 / [---] = 0.62E9 (seconds) Converted into hours: 0.62E9 / (60 x 60) = 1.72E5 (hours) Cost Calculation If you sign a 3-years bounding contract with AWS the daily rental price for an NVIDIA 80GB H100 GPU from them is: $5.6 per GPU hour. Thus the total cost would be: 1.72E5 x [---] = $963200 Time Calculation The time required with [----] H100 GPUs: 1.72E5 / (1000 x 24) = [---] (days) Saved [--] days vs. on A100 systembut" [X Link](https://x.com/Compute_King/status/1842218516721840464) 2024-10-04T15:01Z [--] followers, [--] engagements "Part [--] (3) If it is on Extreme AI Protocol. H100 only costs around $2 per GPU hour. @extremeailabs Which means Cost Calculation with Extreme AI Protocol The daily rental price for an NVIDIA 80GB H100 GPU is: $2 per hour. The total cost would be: 1.72E5 x [--] = [------] USDT USDT is US Dollar equivalent in digital currency format. In summery with Extreme AI Protocol you could save 64% on training cost vs. going to giant service provider AWS and you don't need to bear a three-year-long contract you come in at any time to use it" [X Link](https://x.com/Compute_King/status/1842219206965920235) 2024-10-04T15:04Z [--] followers, [--] engagements "Let me get into more of the "GPU as a service (GPUaaS)" market. You see [--] type of providers: Traditional Hyperscale Cloud Providers offering GPU cloud services i.e. Google Cloud Microsoft Azure Amazon Web Services (AWS) Oracle Tencent and Alibaba. Remember those Hyperscalers provide far more than GPU Cloud services. However companies like Meta xAI and Tesla also own huge amount of GPGPU capacities and expansion plans but they do not currently offer AI services. Traditional Hyperscalers diversified business models allow them the low cost of capital but enterprise focused Hyperscalers usually" [X Link](https://x.com/Compute_King/status/1842422785819414821) 2024-10-05T04:33Z [--] followers, [---] engagements "Aimerica I believe it is conceptualized as the first AI-driven country. Aimerica refers to where artificial intelligence plays a central role in the governance economy and society of a nation. Very cool idea [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] 01110011" [X Link](https://x.com/Compute_King/status/1862489554953150646) 2024-11-29T13:31Z [----] followers, [----] engagements "In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in" [X Link](https://x.com/Compute_King/status/1866264592097415567) 2024-12-09T23:32Z [---] followers, [--] engagements "In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in" [X Link](https://x.com/Compute_King/status/1866265431570620854) 2024-12-09T23:35Z [---] followers, [--] engagements "Well in March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair" [X Link](https://x.com/Compute_King/status/1866266660598059066) 2024-12-09T23:40Z [---] followers, [--] engagements "In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in" [X Link](https://x.com/Compute_King/status/1866267109279625542) 2024-12-09T23:42Z [---] followers, [--] engagements "@zerohedge https://www.reuters.com/technology/eu-watchdog-probes-nvidia-hardware-bundling-it-scrutinises-runai-deal-2024-12-04/ https://www.reuters.com/technology/eu-watchdog-probes-nvidia-hardware-bundling-it-scrutinises-runai-deal-2024-12-04/" [X Link](https://x.com/Compute_King/status/1866267252024287720) 2024-12-09T23:42Z [---] followers, [--] engagements "In a major blow to the US drone manufacturing sector Skydio the countrys largest drone manufacturer and a key supplier to Ukraines military is grappling with a critical supply chain crisis following recent sanctions by Beijing. The Chinese sanctions imposed on October [--] prohibit Chinese entities from supplying vital components including batteries. This development has prompted Skydio to urgently seek alternative suppliers to sustain its operations. The Financial Times citing sources reported that the sanctions have left Skydio scrambling to find new partners while intensifying concerns among" [X Link](https://x.com/Compute_King/status/1866268947101974742) 2024-12-09T23:49Z [---] followers, [--] engagements "Analysis by an Anti-monopoly Case Witness on Nvidia's Recent Probe in China Part [--] of [--] On December [--] [----] China's State Administration for Market Regulation (SAMR) announced that it had launched an investigation into NVIDIA for allegedly violating the "Anti-Monopoly Law of the People's Republic of China" and the "Announcement of the State Administration for Market Regulation on the Approval with Restrictive Conditions of NVIDIA's Acquisition of Mellanox Technologies Ltd. Stock" (SAMR Announcement [----] No. 16). This news has caused a significant stir and provoked numerous debates." [X Link](https://x.com/Compute_King/status/1867012653664833656) 2024-12-12T01:04Z 15.3K followers, [----] engagements "Part [--] of [--] Let's now discuss why NVIDIA decided to acquire Mellanox Technologies. NVIDIA spent $6.9 billion to acquire Mellanox an Israel-based company marking its most expensive acquisition to date. Although big corporations acquiring others isn't novel this move triggered a collective counteraction among other tech giants. The reason lies in Mellanox being the largest player in high-speed network interconnect devices holding over 90% of the market share in the InfiniBand (IB) device market at that time. InfiniBand (IB) is a high-performance interconnect technology originally designed to" [X Link](https://x.com/Compute_King/status/1867015475219345691) 2024-12-12T01:15Z [---] followers, [---] engagements "Part [--] of [--] Let's continue discussing why NVIDIA (NV) was investigated by China's State Administration for Market Regulation: The core reason for the investigation is straightforward: NVIDIA Mellanox and the merged entity failed to fulfill the obligations outlined previously specifically failing to meet the following conditions: [--]. Not to force bundling in any way or attach any other unreasonable trading conditions; not to hinder or restrict customers from purchasing or using the products separately; not to discriminate against customers who buy these products separately in terms of service" [X Link](https://x.com/Compute_King/status/1867018433076006954) 2024-12-12T01:27Z 15.3K followers, [---] engagements "@ShanghaoJiin A 910B Die Picture by comparing to Huawei family members" [X Link](https://x.com/Compute_King/status/1867178767866896814) 2024-12-12T12:04Z [---] followers, [---] engagements "From CPUs to GPUs and then to HPC-specific Accelerators: The Battle for Computational Power Introduction By popular demand from readers Ive decided to write a primer on computational power exploring its progression from CPUs to GPUs to dedicated accelerators and its applications across diverse fields. We'll touch on everything from daily use cases cryptocurrency mining scientific computing artificial intelligence and finally supercomputers. If you have [--] minutes I invite you to join a veteran with over [--] years of experience in the computational industry to explore some fundamental concepts." [X Link](https://x.com/Compute_King/status/1867594900172419399) 2024-12-13T15:38Z [---] followers, [---] engagements "I have previously written articles introducing CPUs (general-purpose processors) GPUs (general-purpose graphics processors) ASICs (application-specific integrated circuits) and quantum computing. You can find them on my homepage if you're interested. Lets revisit the smooth progression from CPUs to GPUs and eventually to ASICs in the evolution of Bitcoin (BTC) mining: [--] The Era of CPUs: Bitcoin was born in [----] employing the SHA-256 hashing function as its mining algorithm. It was originally designed for people to mine using CPUs in their home computers with the greatest advantage of CPUs" [X Link](https://x.com/Compute_King/status/1869558205204046057) 2024-12-19T01:39Z [----] followers, [----] engagements "#alchip #AVGO #MRVL #MediaTek #GUC #AI #BTC 🫰" [X Link](https://x.com/Compute_King/status/1873912762805731819) 2024-12-31T02:03Z 14.4K followers, [----] engagements "@VDKYSHGKdkzDMUe 🫰" [X Link](https://x.com/Compute_King/status/1874275760497991771) 2025-01-01T02:05Z [----] followers, [--] engagements "#BYD Electronic" [X Link](https://x.com/Compute_King/status/1874390281577202141) 2025-01-01T09:40Z [----] followers, [----] engagements "@user889889 NASDAQ: NA = Nano Labs Ltd. Thought they are public I am not sure if I could get any more info from my sources will try" [X Link](https://x.com/Compute_King/status/1875194821671112834) 2025-01-03T14:57Z 13.1K followers, [--] engagements "First NVL72 in Azure. Milestone for GB200. Just in time for test-time scaling we have our first NVlink [--] clusters live in Azure. Heres to the next generation of AI built on these systems https://t.co/rDJaBg1sXZ Just in time for test-time scaling we have our first NVlink [--] clusters live in Azure. Heres to the next generation of AI built on these systems https://t.co/rDJaBg1sXZ" [X Link](https://x.com/Compute_King/status/1876771739784364461) 2025-01-07T23:23Z [----] followers, [----] engagements "@BRICSinfo President Trump speaks the truth" [X Link](https://x.com/Compute_King/status/1876775007688282241) 2025-01-07T23:36Z [----] followers, [---] engagements "My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S." [X Link](https://x.com/Compute_King/status/1877603251480309941) 2025-01-10T06:27Z [----] followers, [----] engagements "My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S." [X Link](https://x.com/Compute_King/status/1877603361232662895) 2025-01-10T06:28Z [----] followers, [---] engagements "My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S." [X Link](https://x.com/Compute_King/status/1877604182720655505) 2025-01-10T06:31Z [----] followers, [--] engagements "My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S." [X Link](https://x.com/Compute_King/status/1877604429584805982) 2025-01-10T06:32Z [----] followers, [---] engagements "@zhang_bj_ Very true" [X Link](https://x.com/Compute_King/status/1878027034900763092) 2025-01-11T10:31Z [----] followers, [---] engagements "In [----] Apple experienced a significant shift in its global market dynamics. In China Apple lost its leading position as the top smartphone seller to local brands Vivo and Huawei with Apple's shipments decreasing by 17% annually. This decline was particularly stark in the fourth quarter where shipments dropped by 25% year-on-year reducing Apple's market share from 24% to 17%. ⚠ JUST IN: *APPLE LOSES SMARTPHONE SALES CROWN IN CHINA DROPS TO THIRD IN [----] $AAPL https://t.co/bInKtXZOeo ⚠ JUST IN: *APPLE LOSES SMARTPHONE SALES CROWN IN CHINA DROPS TO THIRD IN [----] $AAPL https://t.co/bInKtXZOeo" [X Link](https://x.com/Compute_King/status/1879876042820886780) 2025-01-16T12:59Z [----] followers, [----] engagements "US Spot ETF Inflows for Bitcoin and Ethereum On January [--] [----] the U.S. cryptocurrency market experienced significant investment activity with Bitcoin and Ethereum spot ETFs seeing substantial inflows. Bitcoin ETFs recorded a net inflow of approximately $626.15 million with BlackRock's IBIT ETF alone accounting for $527.87 million of this total. Ethereum ETFs also saw notable investments with a total net inflow of $166.59 million led by BlackRock's ETHA ETF with $111.2 million. This surge in ETF investments reflects a bullish trend in the crypto market primarily driven by institutional" [X Link](https://x.com/Compute_King/status/1880162991322378629) 2025-01-17T07:59Z [----] followers, [----] engagements "@_Dean_Machine @0xMiraDAO Nice" [X Link](https://x.com/Compute_King/status/1880884360427225144) 2025-01-19T07:45Z 13.2K followers, [---] engagements "This is INSANE $TRUMP Coin Falls 30% Post $MELANIA Launch Ahead of Donald Trump's inauguration the cryptocurrency market has seen significant activity with the introduction of $TRUMP and now $MELANIA memecoins. The $TRUMP coin which reached a $15 billion market cap has experienced a sharp decline of over 30% following the launch of $MELANIA by Melania Trump" [X Link](https://x.com/Compute_King/status/1881127279700643986) 2025-01-19T23:51Z [----] followers, [----] engagements "The top [--] AI companies in China. Seems Beijing Shanghai and Shenzhen are the main bases" [X Link](https://x.com/Compute_King/status/1881705554252640323) 2025-01-21T14:08Z [----] followers, [----] engagements "Recommend to read - Good read from Deepseek CEO - Liang Wenfeng. I am super proud of our younger generation so humble and down to earth. And I was deeply moved by the kindness showed there in "at that moment my eyes suddenly welled up and I finally understood what you meant by 'water and electricity' true greatness never lies in any specific model but in the ripples of goodwill created by countless ordinary people using it." Copyright by Zhihu & Liang Wenfeng. @deepseek_ai" [X Link](https://x.com/Compute_King/status/1884251348088320387) 2025-01-28T14:45Z [----] followers, [----] engagements "@DavidSacks Only losers spread rumors: [--] Deepseek spent $140M on 10K A100 cluster. [--] Deepseek has 2Ku H800. [--] deployment of 50K H100 costs $2B. [--] Clearly even with its parent company together Deepseek does NOT have this $2B capital" [X Link](https://x.com/Compute_King/status/1885714558519750980) 2025-02-01T15:39Z [----] followers, [---] engagements "Wow. [----] + 382G DRAM 671BDeepSeek V3/R1" [X Link](https://x.com/Compute_King/status/1889448769269518346) 2025-02-11T22:57Z [----] followers, [--] engagements "Holy 🤯 DeepSeek is serving global users with just 278x H800 (8-GPU) servers 🚀 Insane performance per machine: 73.7k/14.8k input/output tokens per second per H800 node. 💰 Unreal cost-profit margin: 545%. Where are you OpenAI 👀 🚀 Day [--] of #OpenSourceWeek: One More Thing DeepSeek-V3/R1 Inference System Overview Optimized throughput and latency via: 🔧 Cross-node EP-powered batch scaling 🔄 Computation-communication overlap ⚖ Load balancing Statistics of DeepSeek's Online Service: ⚡ 73.7k/14.8k 🚀 Day [--] of #OpenSourceWeek: One More Thing DeepSeek-V3/R1 Inference System Overview Optimized" [X Link](https://x.com/Compute_King/status/1895812875534626896) 2025-03-01T12:26Z [----] followers, [----] engagements "@deepseek_ai DeepSeek uses [---] nodes of H800 to serve their user base. Vs. OpenAI are out of GPUs. https://x.com/sama/status/1895203654103351462 GPT-4.5 is ready good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where i've sat back in my chair and been astonished at getting actually good advice from an AI. bad news: it is a giant expensive model. we https://x.com/sama/status/1895203654103351462 GPT-4.5 is ready good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where" [X Link](https://x.com/Compute_King/status/1895814538215506242) 2025-03-01T12:33Z [----] followers, [----] engagements "Cost profit margin = profit/cost. Moreover DeepSeeks team is absolutely phenomenal their extraordinary grasp of infrastructure engineering and optimization is mind-blowing: the team used the H800 (HBM bandwidth limited version) and through optimization achieved 1.5x the performance of the H200 (3x HBM bandwidth) they are simply out of this world It makes you wonder: even after years of deployment large-scale compute platforms like A100 and H00 still have untapped potential. So heres the question for Capex-heavy service providers: keep investing massively in new hardware or shift focus to" [X Link](https://x.com/Compute_King/status/1895866949214814493) 2025-03-01T16:01Z [----] followers, [----] engagements "@glproductions @nembal that is cost based. slightly different concept which is popular in China. Cost profit margin = profit/cost. Again 545% Cost profit margin = 85% in regular concept of profit margin" [X Link](https://x.com/Compute_King/status/1895995848263418253) 2025-03-02T00:33Z [----] followers, [---] engagements "#INTC $Intel" [X Link](https://x.com/Compute_King/status/1900321888557244830) 2025-03-13T23:03Z [----] followers, [----] engagements "# #ZTE #ZTE Corporation $000063" [X Link](https://x.com/Compute_King/status/1901939173000655288) 2025-03-18T10:10Z [----] followers, [----] engagements "@leomironov More details: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800" [X Link](https://x.com/Compute_King/status/1904135056173814240) 2025-03-24T11:35Z [----] followers, [---] engagements "@wallstengine More info in Chinese: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800" [X Link](https://x.com/Compute_King/status/1904135564665958708) 2025-03-24T11:37Z [----] followers, [---] engagements "@StockSavvyShay More info in Chinese: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800" [X Link](https://x.com/Compute_King/status/1904135583318057317) 2025-03-24T11:37Z [----] followers, [---] engagements "@zjasper666 @balajis Cant agree more. Far more experienced engineers in China than in US" [X Link](https://x.com/Compute_King/status/1904193192670667187) 2025-03-24T15:26Z [----] followers, [--] engagements "@BRICSinfo China's countermeasures are a full packageit's not just about tariffs. They also include export controls putting entities on restriction lists and adding U.S. companies to the "unreliable entity list." It's a combo move not a single punch. 👊 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5" [X Link](https://x.com/Compute_King/status/1908136771638161788) 2025-04-04T12:37Z [----] followers, [---] engagements "@Investingcom China's countermeasures are a full packageit's not just about tariffs. They also include export controls putting entities on restriction lists and adding U.S. companies to the "unreliable entity list." It's a combo move not a single punch. 👊 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5" [X Link](https://x.com/Compute_King/status/1908136867603653112) 2025-04-04T12:37Z [----] followers, [---] engagements "@GlobeEyeNews Trump seems panicked. Citigroups latest analysis predicts hell add another 25% countermeasure. More analysis: https://x.com/Compute_King/status/1908409885739675957o3-mini https://x.com/Compute_King/status/1908409885739675957o3-mini" [X Link](https://x.com/Compute_King/status/1908427382962479344) 2025-04-05T07:51Z [----] followers, [--] engagements "Personally liked these [--] charts explains a lot" [X Link](https://x.com/Compute_King/status/1910205333383119199) 2025-04-10T05:36Z 10.8K followers, [----] engagements "In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain" [X Link](https://x.com/Compute_King/status/1919064148316696935) 2025-05-04T16:18Z 11.7K followers, [----] engagements "In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain. Satellite images reveal Huaweis advanced chip" [X Link](https://x.com/Compute_King/status/1919072503487721866) 2025-05-04T16:51Z 11.7K followers, [----] engagements "Agreed. In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain." [X Link](https://x.com/Compute_King/status/1919072659369009624) 2025-05-04T16:52Z 11.7K followers, [---] engagements "Broadcom $AVGO Part [--] Part [--] https://x.com/Compute_King/status/1869738318457708996 https://x.com/Compute_King/status/1869636152812315109 https://x.com/Compute_King/status/1869738318457708996 https://x.com/Compute_King/status/1869636152812315109" [X Link](https://x.com/Compute_King/status/1919077673684361505) 2025-05-04T17:12Z 11.7K followers, [--] engagements "Add a little bit more for clarity: China Unicom released a "Compute Center" bid worth 5.1B Yuan [--] days ago. We knew a "CM384 module" costs 50M yuan that bid alone could be almost [---] units of CM384 module. Realized [--] bids at the similar size in the past [--] weeks not includes the large CSPs yet. and I was told more to come. @zephyr_z9 @rwang07" [X Link](https://x.com/Compute_King/status/1919559889774600271) 2025-05-06T01:08Z 12.1K followers, [----] engagements "@lithos_graphein But ASML could charge that tariff to its customer for sure" [X Link](https://x.com/Compute_King/status/1920027137576161397) 2025-05-07T08:05Z 12.4K followers, [---] engagements "@PeterSchiff Hmm Secretary Bessent appears to be navigating a particularly challenging period" [X Link](https://x.com/Compute_King/status/1920027702989361445) 2025-05-07T08:07Z 12.4K followers, [---] engagements "@B91437401 @RaymondSeow1983 If Line complies theyll gain immediate access to the Chinese market. It seems you havent bothered to study China or its laws and your comments are completely baseless. Im not going to waste any more time with you" [X Link](https://x.com/Compute_King/status/1921413969362788409) 2025-05-11T03:56Z 12.5K followers, [--] engagements "Prime Minister Shehbaz Sharif made a special mention of the People's Republic of China President Xi and the Chinese people praising their iron-clad friendship time-tested support and deep sense of brotherhood bonds that hold a special place in the hearts of all Pakistanis. # # https://t.co/fmFwTtFv0O # # https://t.co/fmFwTtFv0O" [X Link](https://x.com/Compute_King/status/1921546070804578516) 2025-05-11T12:40Z 12.5K followers, [----] engagements "@rwang07 Quick take: 1The U.S. has lost its industrial edge. 2The bottom 60% of Americans are hit the hardest. 3China is overly dependent on U.S. debt assets. 4Global trade imbalances are unsustainable and must be restructured" [X Link](https://x.com/Compute_King/status/1921552124879442149) 2025-05-11T13:05Z 12.5K followers, [----] engagements "@zephyr_z9 Every day there are good new research papers to read. Proud of ByteDance" [X Link](https://x.com/Compute_King/status/1924728903278723566) 2025-05-20T07:28Z 12.5K followers, [---] engagements "@USA_China_Talk Rubio is a liar. Trust him Think again" [X Link](https://x.com/Compute_King/status/1925397371053310391) 2025-05-22T03:44Z 12.5K followers, [----] engagements "@zephyr_z9 Deepseek are able to get tremendous compute capacity now" [X Link](https://x.com/Compute_King/status/1925415948015780320) 2025-05-22T04:58Z 12.6K followers, [---] engagements "SOC2025.05 + Xiaomi 2015-2025 +Xiaomi Qualcomm Huawei Apple MTK" [X Link](https://x.com/Compute_King/status/1925782857047228904) 2025-05-23T05:16Z 12.7K followers, 14.4K engagements "@zhongha14245726 Trust me bro. CadenceSynopsys CNBC http://www.cnbc.com/2025/05/28/chip-software-trump-china.html http://www.cnbc.com/2025/05/28/chip-software-trump-china.html" [X Link](https://x.com/Compute_King/status/1927873743746953367) 2025-05-28T23:44Z 12.7K followers, [---] engagements "CUDA is NVIDIAs core competitive edge and the foundational platform for todays AI computing. Astonishingly over 50% of CUDA developers worldwide are from China where they play a critical role in algorithm optimization model training large-scale distributed computing and etc. Jensen Huang is well aware that if this vast Chinese technical force were to evolve into an independent ecosystem it could give rise to a second CUDA and challenge NVIDIAs dominance in the GPU-centric accelerator market. CUDANVIDIAAI50%CUDA Jensen HuangCUDANVIDIAGPU NVIDIA $NVDA CEO JENSEN HAUNG JUST SHARES HIS THOUGHTS" [X Link](https://x.com/Compute_King/status/1927888101554479336) 2025-05-29T00:41Z 12.7K followers, [----] engagements "They cry when they cant compete: German machinery makers demand the EU slap trade barriers on China whining that its not fair. Only losers call for help #Crybabies" [X Link](https://x.com/Compute_King/status/1933516830737641656) 2025-06-13T13:28Z 13.1K followers, [---] engagements "@I_loves_deep_nn Who is supplying chips to Israeli or US missiles Yet Iran's bombed victims aren't human You're totally biased cry harder drama queen" [X Link](https://x.com/Compute_King/status/1935237664011338072) 2025-06-18T07:26Z 13.1K followers, [----] engagements "@HotSpotHotSpot Lmao there are armed forces under the hospital IDF used hospital as human shield no wonder" [X Link](https://x.com/Compute_King/status/1936060917005140216) 2025-06-20T13:57Z 13K followers, [---] engagements "First GB300 out of the door. Quite impressive. GB300DellCoreWeave Our partnership with @CoreWeave and @nvidia continues to set the pace. Proud to deliver the worlds first GB300 NVL72 with 50x inference throughput. Give us a call if you need [--] trillion tokens or more per month 🦾🚀 https://t.co/8ToqmlUpk4 Our partnership with @CoreWeave and @nvidia continues to set the pace. Proud to deliver the worlds first GB300 NVL72 with 50x inference throughput. Give us a call if you need [--] trillion tokens or more per month 🦾🚀 https://t.co/8ToqmlUpk4" [X Link](https://x.com/Compute_King/status/1940957651233656846) 2025-07-04T02:15Z 13K followers, [----] engagements "@NuryVittachi Go go Luckin Coffee https://x.com/Compute_King/status/1942767421577941479 https://x.com/Compute_King/status/1942767421577941479" [X Link](https://x.com/Compute_King/status/1942859271357751706) 2025-07-09T08:12Z 13.2K followers, [---] engagements "@BenTallmadge01 Go go Luckin Coffee https://x.com/Compute_King/status/1942767421577941479 https://x.com/Compute_King/status/1942767421577941479" [X Link](https://x.com/Compute_King/status/1942859413490131390) 2025-07-09T08:12Z 13.2K followers, [---] engagements "Hegseth would have to authorize the acquisition of one million these drone units an initiative that if approved could fittingly be dubbed Drone Dominance. Well the total projected expenditure is $39000 x [-------] = $39000000000. Wow it is just $39 billion a relatively modest outlay given its strategic significance 😀 go go Hegseth go do it" [X Link](https://x.com/Compute_King/status/1943923489611952507) 2025-07-12T06:40Z 13.2K followers, [----] engagements "@unusual_whales Congratulations to everyone who contributed to these tariffs including you 😅" [X Link](https://x.com/Compute_King/status/1943979407573758360) 2025-07-12T10:23Z 13.2K followers, [----] engagements "BIS Looks like this could work: BIS might just turn into a profit-making machine. NvidiaAMDAI230BIS30 For NVIDIA and AMD these two AI chips together represent roughly $23 billion in potential sales with BIS raking in more than $3 billion in revenue. In essence its an export tax: whoever exports pays the fee. Under Trumps leadership the United States this giant corporation may have finally found its path to riches. BIG: $NVDA and $AMD have reportedly agreed to give the US government 15% of the revenues from chip sales (H20 and MI308) in China as a condition for obtaining export licences (for" [X Link](https://x.com/Compute_King/status/1954774876948185522) 2025-08-11T05:20Z 13.3K followers, [----] engagements "to update: DeepSeek100% After checking with multiple sources DeepSeek teams denied the circulation calling it 100% not true. Apologies for passing along incorrect info. Deepseek7C80 https://t.co/Ksjn2oiuJj Deepseek7C80 https://t.co/Ksjn2oiuJj" [X Link](https://x.com/Compute_King/status/1956561669532135899) 2025-08-16T03:40Z 14.3K followers, [----] engagements "@Jukanlosreve Disappointing of what didn't see Korean companies there" [X Link](https://x.com/Compute_King/status/1956988982858055703) 2025-08-17T07:58Z 13.3K followers, [---] engagements "@teortaxesTex Using the translate post would be better :)" [X Link](https://x.com/Compute_King/status/1959514233856495853) 2025-08-24T07:12Z 14.1K followers, [---] engagements "Yes all those areas are challenging. However Huawei and other Chinese companies possess much of the expertise in these areas. They dont just design solutions they build they implement they have demonstrated the strong ability to turn know-how into real-world execution. For example in networking Huawei deployed around [----] high-speed fiber modules and cables to build a fully connected Cloud Matrix [---] which it successfully operates and manages as a robust network. By contrast NVIDIA attempted something similar with the DGX H100 NVL256 Ranger at a much smaller scale (256 vs. 384) and failed." [X Link](https://x.com/Compute_King/status/1960523121703969021) 2025-08-27T02:01Z 14.4K followers, [---] engagements "@GlennLuk @streetfrontier Glenn this "Street Frontier" guys claim is baseless. He has never been to China and is relying on biased report as evidence - what a joke" [X Link](https://x.com/Compute_King/status/1960601175746855105) 2025-08-27T07:12Z 14.4K followers, [---] engagements "@teortaxesTex This is merely the description in the article however in reality competition among Chinas large model companies is also fierce. Alibaba Qwen ByteDance Doubao Moonshotai Kimi K2 Zhipu GLM-4.5 are all undoubtedly strong options" [X Link](https://x.com/Compute_King/status/1960678091082359219) 2025-08-27T12:17Z 14.4K followers, [----] engagements "Wow is this really an RTX [----] with 128GB of GDDR7 memory To achieve such a spec it would likely require new 4GB GDDR7(X) chips (4GB [--] = 128GB). Yet so far Samsung SK Hynix and Micron did not seem to have officially announced such kind of product. From the current information this graphics card is most likely still in a small-batch sample stage and its price tag of $13200 is certainly not cheap. However once it gets into mass output costs will likely come down. Thus RTX 5090-128GB price-performance ratio could outpace all its expensive competitors. Whether in AI inference professional" [X Link](https://x.com/Compute_King/status/1964971800183410885) 2025-09-08T08:39Z 14.9K followers, [----] engagements "@OmerCheeema Actually saw those [--] names were particularly mentioned: TI ADI Broadcom (AVGO) and On-Semi" [X Link](https://x.com/Compute_King/status/1967194765742764063) 2025-09-14T11:52Z 15.1K followers, [---] engagements "Charlie Kirk: The Most Dangerous Man in America The real danger of Charlie Kirk does not lie in every word he speaks but in the way he frames his narrative. He excels at using seemingly rational debate techniques to package complex social contradictions into simplistic binary logics: Left versus Right urban versus rural elites versus grassroots immigrants versus citizens China versus America. This dualistic framework often conceals the multidimensional complexity behind real issues. Charlie Kirk implants more information into young peoples thinking while subtly shifting concepts making" [X Link](https://x.com/Compute_King/status/1967395479660138979) 2025-09-15T01:10Z 15K followers, [----] engagements "Charlie Kirk Charlie Kirk: The Most Dangerous Man in America Guess we will need to add a disclaimer in case anyone missed it in the original video attached: "No one deserves to be killed for their beliefs include Charlie Kirk or anyone whose belief you disagree with no one deserves that" https://x.com/Compute_King/status/1967394108819066952 https://x.com/Compute_King/status/1967394108819066952 Charlie Kirk Charlie Kirk: The Most Dangerous Man in America Charlie https://t.co/rlv0logsc0 https://x.com/Compute_King/status/1967394108819066952 https://x.com/Compute_King/status/1967394108819066952" [X Link](https://x.com/Compute_King/status/1967458501942468984) 2025-09-15T05:20Z 14.9K followers, [---] engagements "@zephyr_z9 This is not just round tripping it is Ponzi Tripping" [X Link](https://x.com/Compute_King/status/1970277969987018776) 2025-09-23T00:04Z 15.1K followers, [---] engagements "@CapitalObserver If its not about cash then what exactly is $NVDA after by owning a portion of OpenAI" [X Link](https://x.com/Compute_King/status/1970373941215842509) 2025-09-23T06:25Z 15.1K followers, [---] engagements "@ThingsHiddenn Thats probably true. but it still artificially inflates the demand Also keep in mind that many of the super contracts OpenAI signed recently are non-binding agreements. This smells bad at least for me" [X Link](https://x.com/Compute_King/status/1970511924715749852) 2025-09-23T15:33Z 15.1K followers, [---] engagements "$MRVL [----] $MRVL authorizes additional $5 Billion in buybacks and $1 Billion in accelerated repurchases. Marvell2005020.061.9482025 Well Marvells current total assets amount to roughly $20 billion yet the company has just announced a massive $5 billion share repurchase program - equivalent to about one-fourth of its asset base. According to its latest earnings report Marvell generated $2.006 billion in revenue and $194.8 million in net profit in the second fiscal quarter of [----] marking the third profitable quarters after years of losses. Marvell10 Despite its relatively tight financial" [X Link](https://x.com/Compute_King/status/1970941637380669556) 2025-09-24T20:01Z 15.2K followers, 11.6K engagements "@tphuang Haha good for BYD" [X Link](https://x.com/Compute_King/status/1972976673902768410) 2025-09-30T10:47Z 15.2K followers, [---] engagements "@kakashiii111 Sharp observation" [X Link](https://x.com/Compute_King/status/1973182331012915405) 2025-10-01T00:25Z 15.2K followers, [---] engagements "AMD and OpenAI Forge a $90 Billion GPU Alliance Rewriting the Financial Playbook of AI Infrastructure Buildout AMD and OpenAI announced a so-called unprecedented partnership on Monday: OpenAI plans to purchase and deploy up to 6GW of AMD Instinct GPU clusters through affiliated entities spanning multiple hardware generations starting with the MI450 series in the second half of [----]. If fully executed the agreement could reach a total value of $90 billion. As part of the arrangement AMD has issued warrants to OpenAI allowing it to purchase up to [---] million AMD shares at the price of $0.01 per" [X Link](https://x.com/Compute_King/status/1975426635978723493) 2025-10-07T05:03Z 15.8K followers, [----] engagements "The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated in one" [X Link](https://x.com/Compute_King/status/1975460450616975847) 2025-10-07T07:17Z 15.3K followers, [---] engagements "OpenAIAMDDealAIAIAI The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits" [X Link](https://x.com/Compute_King/status/1975483436749234420) 2025-10-07T08:48Z 15.3K followers, [---] engagements "OpenAIAMDDealAIAIAI The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits" [X Link](https://x.com/Compute_King/status/1975484822949929021) 2025-10-07T08:54Z 15.3K followers, [---] engagements "Exactly. The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated" [X Link](https://x.com/Compute_King/status/1975506656906911869) 2025-10-07T10:21Z 15.3K followers, [----] engagements "The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated in one" [X Link](https://x.com/Compute_King/status/1975507887116976226) 2025-10-07T10:25Z 15.3K followers, [---] engagements "To add. in summery every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. And the true significance of the OpenAI and AMD deal yesterday lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. It's a financial model where as the saying goes "the wool comes from the pig" profits" [X Link](https://x.com/Compute_King/status/1975533249402208543) 2025-10-07T12:06Z 15.3K followers, [---] engagements "Quite true. To the industry the true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig"" [X Link](https://x.com/Compute_King/status/1975722175354315123) 2025-10-08T00:37Z 15.4K followers, [---] engagements "@hsu_steve Really great to see this Yes China is seriously committed to reducing emissions. Also remembered in one of Chai Jing's interview where Academician Ding Zhongli said "Western countries are all talk with no real action while China is seriously committed to doing it"" [X Link](https://x.com/Compute_King/status/1975729645678158234) 2025-10-08T01:07Z 15.4K followers, [---] engagements "According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to $12.5 billion in debt structured through a special purpose vehicle (SPV). This SPV will purchase clusters built on latest NVIDIA GPUs and lease them to xAI for a period of five years. This model allows financial institutions to use the hardware assets as collateral and recover their investments over a longer cycle (5 years) - a structure once regarded as a typical financing paradigm for tech companies during capital-intensive phases. However when compared" [X Link](https://x.com/Compute_King/status/1975737986123002188) 2025-10-08T01:40Z 15.5K followers, [---] engagements "@The_AI_Investor One more today. Nvidia and xAI https://x.com/Compute_King/status/1975737986123002188 @kakashiii111 According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to $12.5 billion in debt structured through a special purpose vehicle (SPV). This SPV will purchase clusters built on latest NVIDIA GPUs and https://x.com/Compute_King/status/1975737986123002188 @kakashiii111 According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to" [X Link](https://x.com/Compute_King/status/1975745817983041627) 2025-10-08T02:11Z 15.4K followers, [---] engagements "Certainly one more today. 🔹 xAI & Nvidia - $2B investment but xAI up to $20B on GPUs. Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for 4% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for 10% equity stake 🔹 Oracle & OpenAI $300B cloud deal (5 years) Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for 4% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for 10% equity stake 🔹 Oracle & OpenAI" [X Link](https://x.com/Compute_King/status/1975746518536565035) 2025-10-08T02:14Z 15.9K followers, [----] engagements "@Mojo_flyin Don't see any "too big to fail" story holding water in the tech world" [X Link](https://x.com/Compute_King/status/1975752415191175597) 2025-10-08T02:37Z 15.3K followers, [--] engagements "Yes OpenAI should invest in all the Big [--] companies and their stock prices would all rise Then the Big [--] investors could reinvest the gains from the stock appreciation back into OpenAI giving it more funding And the cycle repeats sending all the stocks to the moon. 🚀 Anyway as a private company OpenAI isnt required to disclose much to the public. 😀" [X Link](https://x.com/Compute_King/status/1975754036122165530) 2025-10-08T02:44Z 15.4K followers, [---] engagements "Let's do this smartly 😀😀 OpenAI should invest in all the Big [--] companies and their stock prices would all rise Then the Big [--] investors could reinvest the gains from the stock appreciation back into OpenAI giving it more funding And the cycle repeats sending all the stocks to the moon. 🚀 Anyway as a private company OpenAI isnt required to disclose much to the public O-yeah. OpenAI saves the world. 😀😀 OpenAIBig [--] Big 7OpenAI 🚀 OpenAI OpenAI The whole world economy depends on Microsoft and Oracle and Nvidia investing money into OpenAI and OpenAI using this money to rent GPUs from Oracle" [X Link](https://x.com/Compute_King/status/1975755312776028233) 2025-10-08T02:49Z 15.9K followers, [----] engagements "@OmerCheeema Well well. Nvidia and similarly AMD sits at the bottom of the AI stack meaning it must adopt a win-win mindset when it comes to building its ecosystem. The same principle applied to Intel during the x86 era before AMD came along and commoditized the entire market" [X Link](https://x.com/Compute_King/status/1975899600604266805) 2025-10-08T12:22Z 15.8K followers, [----] engagements "It is a highly unusual deal The agreement is entirely in OpenAI's favor marking a fundamental change in how the company's AI infrastructure is financed and deployed. Yes OpenAI no longer needs to spend a single dime on GPUs instead the financial markets are footing the bill. In essence investors who buy AMD shares are indirectly financing OpenAI's infrastructure buildout. Well after handing over 10% of its equity AMD does get a partner to help build out its ROCm ecosystem Still this deal is absolutely insane. https://x.com/Compute_King/status/1975426635978723493" [X Link](https://x.com/Compute_King/status/1976082695542440213) 2025-10-09T00:30Z 15.8K followers, [---] engagements "@zephyr_z9 Well OpenAI could get it for free from AMD theres little reason for them to keep developing it in-house" [X Link](https://x.com/Compute_King/status/1976085559383822378) 2025-10-09T00:41Z 15.7K followers, [---] engagements "@RnaudBertrand Yes it is already implemented by China airlines" [X Link](https://x.com/Compute_King/status/1976542599399034988) 2025-10-10T06:57Z 15.9K followers, [---] engagements "Shame on you. @WSJ The U.S. started the trade war with the world and started export controls to China on technology and anything they were good at. you didn't care at that time. many of your audience even cheered for it. China didn't cry then. But now when China uses the same tool to fight back you say this disrupts the global economy. Wow I can almost hear the sound of glass hearts broken. How pathetic Such blatant double standards from the West" [X Link](https://x.com/Compute_King/status/1976578951553466461) 2025-10-10T09:21Z 16K followers, [----] engagements "Shame on you. @RFI_Cn The U.S. started the trade war with the world and started export controls to China on technology and anything they were good at. you didn't care at that time. many of your audience even cheered for it. China didn't cry then. But now when China uses the same tool to fight back Wow I can almost hear the sound of glass hearts broken. How pathetic Such blatant double standards from the West. https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1976317012843614566 14nm256 Authors Note: This is a must-read piece. If you dont read Chinese I" [X Link](https://x.com/Compute_King/status/1976582447811985499) 2025-10-10T09:35Z 16K followers, [---] engagements "Bring up something new. Unfortunately that is meant to fail. Summoning allies comes at a cost. Beyond providing security guarantees the greatest price lies in economic incentives and benefits. During the Cold War the U.S. trade deficit and deindustrialization were the costs of building alliances against the Soviet Union. Today however the once-great U.S. empire has neither the willingness nor the capacity to bear such costs so are you really confident there will still be many allies willing to act as your vanguard https://x.com/RushDoshi/status/1964776985126642066" [X Link](https://x.com/Compute_King/status/1976621240535449674) 2025-10-10T12:10Z 16.5K followers, [---] engagements "China's Rare Earth Export Controls A "Long-Arm Jurisdiction" of Its Own May Disrupt High End Chip and Equipment Supply Chains: 14nm-and-Below Logic and 256-Layer-and-Above Memory at Risk Authors Note: This is a must-read piece. If you dont read Chinese I highly recommend using the Translate feature on X. https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1976317012843614566 14nm256 Authors Note: This is a must-read piece. If you dont read Chinese I highly recommend using the Translate feature on X. Title: China's Rare Earth Export https://t.co/ut1ewcWWPz" [X Link](https://x.com/Compute_King/status/1976621888265986335) 2025-10-10T12:12Z 15.9K followers, [---] engagements "Trump keeps forgetting who threw the first punch Let me remind you on September [--] the U.S. Department of Commerce announced a new rule. expanding its Entity List export restrictions to include any subsidiary at least 50% owned by a listed company. targeting China" [X Link](https://x.com/Compute_King/status/1976751266006286762) 2025-10-10T20:46Z 16K followers, [---] engagements "@robin_j_brooks Robin how did you even get that Senior Fellow title at @BrookingsInst Can't you just be a decent person for once instead of deliberately hiding key information from your audience" [X Link](https://x.com/Compute_King/status/1977213237130391713) 2025-10-12T03:22Z 16.1K followers, [----] engagements "Lmao you referred to "CHINA'S COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES." Yes CN never said "BAN" and that's consistent as always and this so-called "backed down" only proves I was right. As I said: China's measures are specifically aimed at the United States and allied governments pursuing containment policies. China's approach to other trading partners remains open: over 99.9% of commercial requests continue to receive approval. It's Washington policymakers who still cling to the" [X Link](https://x.com/Compute_King/status/1977230053684789479) 2025-10-12T04:29Z 16.1K followers, [---] engagements "Well Dean what's on your mind Do you really think Washington policymakers would admit that any of their policies are specifically targeting CN Also where did you see a BAN in CN announcement That's just more of a media misinterpretation. and CN corrected it. I would say the U.S. miscalculated. Apart from the BIS 50% rule announced just before the Chinese national holiday the U.S. has in fact breached the "no escalation" consensus reached in Madrid a consensus that He Lifeng and the Chinese delegation believed had established a clear "freeze" on further actions after the meeting. However after" [X Link](https://x.com/Compute_King/status/1977236685189722463) 2025-10-12T04:55Z 16.3K followers, 13.9K engagements "AI by/tuzhuxi [--------] Title: Analysis and Projection of the U.S.-China Trade War and the U.S. AI Bubble Author's Note: A must-read. This piece largely mirrors author's views. For non-Chinese readers the "Translate" button in Google Chrome works very well. Original Link: Table of Contents 1From Truce to Escalation: The U.S.-China Trade War 2China's Countermeasures [--] 3Various "Strange Moves" by the U.S. Government Against China Since the Madrid Talks in September [--] Why China Responded So Strongly [--] Analysis from the U.S.: Why Did the Trump Administration Take These Actions in Recent Weeks " [X Link](https://x.com/Compute_King/status/1977250937816465803) 2025-10-12T05:52Z 16.4K followers, 10.9K engagements "Most important thing is. the U.S. could spend a minimum of $100 billion over the next decade to rebuild not just its domestic rare earth industry but also the related power and heavy industrial base. The projected revenue however stands only at a mere $1 billion. and need to compete heavily vs. China. I can't find the economics there. probably someone could" [X Link](https://x.com/Compute_King/status/1977259256081793090) 2025-10-12T06:25Z 16.3K followers, 16.6K engagements "@RYANHINGSHING Nice move by CN. reenforce domestical circle" [X Link](https://x.com/Compute_King/status/1977270646402170992) 2025-10-12T07:10Z 16K followers, [----] engagements "@BrianTycangco Because it's a super hot topic and gets traffic driven by algorithms" [X Link](https://x.com/Compute_King/status/1977270971347485114) 2025-10-12T07:11Z 16.1K followers, [---] engagements "Chinas Rare Earth Controls: Building an Effective System of Enforcement Incentives and Penalties China's Ministry of Commerce has recently taken decisive action to tighten its control over the export of rare earth materials and technologies. The new measures extend far beyond raw materials they also cover products made with Chinese rare earths and technologies overseas signaling the start of a long-arm jurisdiction approach once pioneered by the United States itself. This move reflects Beijing's growing determination to translate its regulatory principles into real enforceable mechanisms a" [X Link](https://x.com/Compute_King/status/1977290792776745085) 2025-10-12T08:30Z 16.5K followers, 14K engagements "@The_AI_Investor AMD still has a lot of work to do on software for sure" [X Link](https://x.com/Compute_King/status/1977293757163999585) 2025-10-12T08:42Z 16.1K followers, [---] engagements "@HotAisle @The_AI_Investor CUDA is definitely a moat for Nvidia. at least for now. AMD need more efforts there. Wan to go AMD" [X Link](https://x.com/Compute_King/status/1977527476105683437) 2025-10-13T00:11Z 16K followers, [--] engagements "@iwelsh Thats capitalism ROI comes first. Right" [X Link](https://x.com/Compute_King/status/1977661724066226312) 2025-10-13T09:04Z 16.3K followers, [---] engagements "Mark Rutte has totally lost his mind he actually said publicly "China will force Russia under the leadership of Vladimir Vladimirovich Putin to attack NATO". As a key political figure in Dutch Rutte served as Prime Minister from [----] to [----] making him the longest-serving Dutch prime minister to date leading four consecutive coalition governments. On October [--] [----] he assumed the position of Secretary General of NATO. Rutte's rhetoric exaggerates the threat from China providing a convenient justification for so-called "national security first" measures. At its core his statement is a" [X Link](https://x.com/Compute_King/status/1977779927555698864) 2025-10-13T16:54Z 16.4K followers, 10.7K engagements "@unusual_whales If I remember correctly someone started this trade war first. China didnt cry back then. So why should you Come on Bessent you're representing the mighty U.S. aren't you" [X Link](https://x.com/Compute_King/status/1978106015175278883) 2025-10-14T14:30Z 16.4K followers, [---] engagements "Add more info. :) if anyone wants to read through. Again China's REE industry is like another TSMC. it's reached this level because of 40+ years of continuous investment bearing huge lost and a fully integrated end-to-end industrial chain. If the U.S. wants to catch up in both quality and capacity U.S. would need to replicate the entire industry from the ground up. Post 1: Post 2: Post 3: Post 4: https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1977932260436521287 https://x.com/Compute_King/status/1977541153466773554" [X Link](https://x.com/Compute_King/status/1978136373770260664) 2025-10-14T16:30Z 16.4K followers, [---] engagements "@SecScottBessent @POTUS Wrong calculation by Bessent If Trump and Bessent really believes this sh*t we would be deeply disappointed in U.S. leadership. they clearly have no basic understanding of how key decisions are actually made from China. https://x.com/Compute_King/status/1978125752676872248 BessentBessent Wrong calculation by Bessent If Trump and Bessent really believes this sh*t we would be deeply disappointed in U.S. leadership. they https://x.com/Compute_King/status/1978125752676872248 BessentBessent Wrong calculation by Bessent If Trump and Bessent really believes this sh*t we would" [X Link](https://x.com/Compute_King/status/1978267444188725389) 2025-10-15T01:11Z 16.4K followers, [---] engagements "@IngrahamAngle Lmao. This is a U.S. to China trade war and U.S. started. It's the U.S. that has to make a choice not the rest of the world" [X Link](https://x.com/Compute_King/status/1978267935727595755) 2025-10-15T01:13Z 16.4K followers, [---] engagements "Liar Doshi Endless lies. Anyone claiming that China is doing something new or unprecedented should take a look at the past six years of U.S. policy. The weaponization of supply chains began in Washington not in Beijing. It is a trade WAR U.S. started it. When the U.S. started this war China didn't cry though. so why is U.S. crying now that China is simply mirroring the restrictions Now the U.S. is crying: Oh no China added more measures to hurt us directly It's unfair unfair I can't believe they did this to us" [X Link](https://x.com/Compute_King/status/1978285117186711857) 2025-10-15T02:21Z 16.5K followers, [----] engagements "@zephyr_z9 Hahaha Yup China used to buy tons of soybeans from the U.S. and sounds like they turn them into cooking oil and sell it back to the U.S. Trump was simple-minded but at least straightforward" [X Link](https://x.com/Compute_King/status/1978290315598368982) 2025-10-15T02:42Z 16.4K followers, [---] engagements "Xinkailai Subsidiary Launches Two Domestic EDA Design Software Featuring Fully Independent Intellectual Property and Industry-Leading Core Performance Editor's Note: Trump recently mentioned weaponizing critical software tools in the trade war with China interesting times. According to Yicai Global Xinkailai's subsidiary Qiyunfang officially launched two domestic electronic design automation (EDA) software products with fully independent intellectual property at the [----] Bay Area Semiconductor Industry Ecosystem Expo. The products cover electronic circuit schematic and PCB design. Qiyunfang's" [X Link](https://x.com/Compute_King/status/1978296690412315032) 2025-10-15T03:07Z 16.5K followers, [----] engagements "Xinkailai Showcases at [----] Bay Area Semiconductor Expo; Subsidiaries Continue Launching High-Speed Real-Time Oscilloscopes Editor's Note: High-speed real-time oscilloscopes are core instruments in electronic testing and measurement capable of capturing signals at nanosecond and even picosecond levels. They are indispensable in semiconductor telecommunications aerospace and electronics manufacturing. China has long relied on foreign instruments in this field facing not only technological restrictions and supply chain limitations but also export control constraints. Independent development" [X Link](https://x.com/Compute_King/status/1978302742860091596) 2025-10-15T03:31Z 16.5K followers, [----] engagements "Lmao. Pure nonsense you need to have some self-awareness will you Why don't you take a look at all the publicly listed manufacturing companies Midea Gree BYD SAIC their financial data is all public. They operates globally but they are all being accused of overcapacity every single day. However. when Volkswagen BMW Mercedes Ford Toyota were dumping cars into China like crazy from year [----] to [----]. nobody said a word about "overcapacity" did they overcapacity. 20002019dumpovercapacity" [X Link](https://x.com/Compute_King/status/1978389646494277689) 2025-10-15T09:17Z 16.5K followers, [----] engagements "Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They" [X Link](https://x.com/Compute_King/status/1978660116821144024) 2025-10-16T03:11Z 16.5K followers, 10.6K engagements "Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are" [X Link](https://x.com/Compute_King/status/1978665877160817049) 2025-10-16T03:34Z 16.5K followers, [----] engagements "This is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has" [X Link](https://x.com/Compute_King/status/1978691103441465670) 2025-10-16T05:14Z 16.5K followers, [---] engagements "@mitchpresnick Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew" [X Link](https://x.com/Compute_King/status/1978692240483430596) 2025-10-16T05:19Z 16.5K followers, [---] engagements "@RnaudBertrand Yup judging from his body language definitely. shaking his head his former confidence basically gone even struggling to express himself. Honestly I have never seen anything like this on Bessent before It is really quite rough for him" [X Link](https://x.com/Compute_King/status/1978702288186159242) 2025-10-16T05:59Z 16.5K followers, [---] engagements "@HomieCharlie Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either out of his mind or not seeing the whole picture at the negotiation table" [X Link](https://x.com/Compute_King/status/1978714227780038826) 2025-10-16T06:46Z 16.5K followers, 12.5K engagements "@HomieCharlie Haha insulting without using curse words I like it. 😅" [X Link](https://x.com/Compute_King/status/1978715534523875632) 2025-10-16T06:52Z 16.5K followers, [----] engagements "Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either not seeing the whole picture at the negotiation table. or mentally damaged by Mr. Li Cheng Gang. https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and" [X Link](https://x.com/Compute_King/status/1978720953975890073) 2025-10-16T07:13Z 16.5K followers, [---] engagements "Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either not seeing the whole picture at the negotiation table. or mentally damaged by Mr. Li Cheng Gang. https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and" [X Link](https://x.com/Compute_King/status/1978721763069665417) 2025-10-16T07:16Z 16.5K followers, [---] engagements "BessentBessent [--] Lock-InSpot-on@tig88411109 20132016TTIP 🔹 🔹 🔹 Bessent MAGA Bessent Let me get this straight. Mr. Li Cheng Gang is the Vice Minister of the Ministry of Commerce of PRC the number two in the negotiation team second only to He. Would Bessent really call his own vice minister at the negotiation table a "low-level official" Clearly Bessent either: 🔹 Didn't prepare properly and failed to grasp the full picture at the negotiation table; 🔹 Was mentally damaged by Mr. Li Cheng Gang; 🔹 Or he did it on purpose Some analysts believe this was a deliberate "naming strike" by the" [X Link](https://x.com/Compute_King/status/1978825752951853478) 2025-10-16T14:09Z 16.5K followers, [---] engagements "$Will Semiconductor Co. Ltd. @ismsimon http://603501.SS http://603501.SS" [X Link](https://x.com/Compute_King/status/1893307308987347371) 2025-02-22T14:30Z [----] followers, [----] engagements "2025.02.24 Updated Qualcomm $QCOM Start: Part [--] Part [--] Part [--] Part [--] https://x.com/Compute_King/status/1890936139382759478 https://x.com/Compute_King/status/1891452880382841153 https://x.com/Compute_King/status/1892020078167908366 https://x.com/Compute_King/status/1891673602183004258 https://x.com/Compute_King/status/1892374448759791900 Qualcomm Part [--] of [--] Non-GAAP [--] * RevenueQ1FY25116.69 * Net https://t.co/4ZLGamHJyT https://x.com/Compute_King/status/1890936139382759478 https://x.com/Compute_King/status/1891452880382841153 https://x.com/Compute_King/status/1892020078167908366" [X Link](https://x.com/Compute_King/status/1894011018268869098) 2025-02-24T13:06Z [----] followers, [----] engagements "@caufield1225 @oasisfeng Guess China is perfectly fine with it after all they have Huawei Xpeng BYD and Nio leading the way" [X Link](https://x.com/Compute_King/status/1894687541124800984) 2025-02-26T09:54Z [----] followers, [---] engagements "@CharuruCha14310 @The_AI_Investor Nah that's not true With the same budget for one NVL72 GB200 you could buy [--] H200s and with the data shown in the chart. that setup could generate around $80 million in revenue" [X Link](https://x.com/Compute_King/status/1976746887509401855) 2025-10-10T20:29Z 18.7K followers, [--] engagements "Yoo eye for an eye. When Mr. Trump broke the Madrid agreement last week introduced the so-called BIS 50% rule tried to corner the semiconductor supply chain with Japan and Netherlands then. he should've expected the pushback coming. Same goes for everyone else this is just the beginning. There's definitely more to come from both sides. Featuring a graphic contributed by an online user" [X Link](https://x.com/Compute_King/status/1976790344374403194) 2025-10-10T23:21Z 16.8K followers, 26K engagements "Yoo eye for an eye. When Mr. Trump broke the Madrid agreement last week introduced the so-called BIS 50% rule tried to corner the semiconductor supply chain with Japan and Netherlands then. he should've expected the pushback coming. Same goes for everyone else this is just the beginning. There's definitely more to come from both sides. Featuring a graphic contributed by an online user" [X Link](https://x.com/Compute_King/status/1976790552793563221) 2025-10-10T23:22Z 16.8K followers, 11.1K engagements "Other than the BIS 50% rule the U.S. actually broke the mutual agreement in Madrid. U.S. has been pulling a lot of small moves including but not limited to adding new entity list trying to disrupt the semiconductor supply chain from Japan and Netherlands to China collecting port fees starting October [--] and imposing 100% to 150% tariffs on Chinese port cranes and truck chassis. From China's perspective this means. those negotiators are completely untrustworthy. Given all this Mr. Trump should have expected some major pushback" [X Link](https://x.com/Compute_King/status/1976817878520545743) 2025-10-11T01:11Z 16.8K followers, 26K engagements "If you really understand this industry you'd know that to make such a deal work you'd have to invest at least $15 billion over the next decade. building an entire ecosystem from power generation refining to complete heavy industry. And that so-called $1 billion purchase Its not annual its spread over ten years. Alright then good luck with that" [X Link](https://x.com/Compute_King/status/1977296085128499427) 2025-10-12T08:51Z 17.2K followers, 12.4K engagements "Well said Arnaud. and pretty good analysis 🫰 Lol where's the free market now Masks off it's a jungle out there. But still it is hard to believe the Dutch are actually bold enough to go after China Oh I forgot these guys used to be pirates back in the old days. But hey don't forget you got ASML NXP Shell ING Philips and Heineken all operating in China too. they are probably shaking right now. ASMLNXP Heihei Dutch this is about to get very interesting Gotta say in China robbery is treated as a serious crime offenders can face many years in prison. Good luck Dutch This is an extraordinarily" [X Link](https://x.com/Compute_King/status/1977661448240427464) 2025-10-13T09:03Z 16.8K followers, 63K engagements "China sanctioned ONLY the U.S. subsidiary of Hanwha Ocean Co and they should have known exactly what they were doing to China" [X Link](https://x.com/Compute_King/status/1977978880867872774) 2025-10-14T06:04Z 16.9K followers, [----] engagements "Hanwha U.S. subsidiaries got restricted because they helped the U.S. in every possible way to target Chinas shipbuilding industry bad for both countries and only fueled tensions. Also let me guess the end game: unfortunately for Hanwha the restrictions probably won't be lifted even if both countries eventually withdraw their sanctions to each other. A perfect example of why you should NOT do things that hurt China while harming yourself" [X Link](https://x.com/Compute_King/status/1977987841524425164) 2025-10-14T06:40Z 16.9K followers, [----] engagements "Lmao. Hanwha U.S. subsidiaries got restricted because they helped the U.S. in every possible way to target China's shipbuilding industry Bad for both countries and only fueled tensions. Also let me guess the end game: unfortunately for Hanwha the restrictions probably won't be lifted even if both countries eventually withdraw their sanctions to each other. A perfect example of why you should NOT do things that hurt China while harming yourself By the way one simple finding by @fanpy here. based on public evidence: [--] Earlier in [----] the USTR collected public comments regarding the Proposed" [X Link](https://x.com/Compute_King/status/1978112151140376679) 2025-10-14T14:54Z 16.9K followers, [----] engagements "@zephyr_z9 Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it" [X Link](https://x.com/Compute_King/status/1978691662743273638) 2025-10-16T05:17Z 17.5K followers, [----] engagements "@wangzhian8848 Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember" [X Link](https://x.com/Compute_King/status/1978691968021529061) 2025-10-16T05:18Z 17.5K followers, [----] engagements "@OopsGuess Super well said. Honestly. from what we heard. This Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew" [X Link](https://x.com/Compute_King/status/1978692494972916194) 2025-10-16T05:20Z 17.6K followers, [---] engagements "@RnaudBertrand 😅 Poor Bessent just mentally damaged by Mr. Li Chenggang and now break again by Nirmala from India" [X Link](https://x.com/Compute_King/status/1978694355234771440) 2025-10-16T05:27Z 17.5K followers, [----] engagements "😅 It seems Bessent and Trumps negotiation team have been mentally wrecked by Mr. Li Chenggang. Look at the video just judging from his body language definitely. shaking his head his former confidence basically gone even struggling to express himself. Honestly I have never seen anything like this on Bessent before It is really quite rough for him. Usa-Cina Scott #Bessent ha usato dura parole contro contro Li Chenggang un altro funzionario commerciale cinese definendolo un "diplomatico lupo-guerriero squilibrato". "Si presentato a Washington e ha detto la Cina causer il caos globale se le" [X Link](https://x.com/Compute_King/status/1978704501139022115) 2025-10-16T06:08Z 17.1K followers, 329.1K engagements "BessentBessent [--] [--] Lock-InSpot-on@tig88411109 20132016TTIP 🔹 🔹 🔹 BessentMAGA Bessent Let me get this straight. Mr. Li Cheng Gang is the Vice Minister of the Ministry of Commerce of PRC the number two in the negotiation team second only to He. Would Bessent really call the vice minister at the negotiation table a "a low level trade person who is slightly unhinged here" Clearly Bessent either: 🔹 Didn't prepare properly and failed to grasp the full picture at the negotiation table; 🔹 Was mentally damaged by Mr. Li Cheng Gang; 🔹 Or he did it on purpose Some analysts believe this was a" [X Link](https://x.com/Compute_King/status/1978827416534429729) 2025-10-16T14:16Z 16.8K followers, 154.8K engagements "Author's note: Let me introduce another typical anti-China person: Shyam Sankar originally from Indian he currently serves as Chief Technology Officer (CTO) and Executive Vice President at Palantir and is also a Trustee of the Hudson Institute. As we've discussed before the strong anti-China sentiment among Indian originated Americans can be understood through two underlying factors: 🔹 Geopolitical rivalry: Indians generally view China as a regional strategic competitor and this adversarial mindset carries over with their immigrant identity into U.S. society; 🔹 Pressure to integrate into" [X Link](https://x.com/Compute_King/status/1979521402463277229) 2025-10-18T12:14Z 16.8K followers, [---] engagements "Those people came from "Zion Church". Search the news and there was a lot of news about the "Hydrogen Peroxide Incident" on Zion Church. In July [----] just after the Fifth World Chinese Evangelical Conference concluded at the Hong Kong Convention and Exhibition Centre the Hong Kong Short-Term Christian Mission Training Centre began receiving a series of urgent requests for help from members of Hong Kong's "Zion Church". These church members following the guidance of Zion Church were consuming a daily measured dose of hydrogen peroxide solution claiming it could eliminate latent bacteria and" [X Link](https://x.com/Compute_King/status/1979895275490873376) 2025-10-19T12:59Z 16.8K followers, [---] engagements "@bozhang0407 @MFA_China @shaunrein @RnaudBertrand Well that's true tho" [X Link](https://x.com/Compute_King/status/1979942084867149888) 2025-10-19T16:05Z 16.8K followers, [---] engagements "Exactly. China is going. So Tesla is expanding its super-factory in Shanghai BASF invested [--] billion in Guangdong and Apple's CEO was in Beijing just a few days ago seeking cooperation. What a "flight" [---] """ [X Link](https://x.com/Compute_King/status/1980085009798365475) 2025-10-20T01:33Z 16.8K followers, [--] engagements "@mariocavolo . Foreigners could now link their foreign credit cards to Alipay and practically buy anything they want. She is doing this deliberately" [X Link](https://x.com/Compute_King/status/1980195256424615978) 2025-10-20T08:51Z 16.8K followers, [--] engagements "Nah the name Byron comes from the Old English byrum or byre meaning "cowshed" or "farm outbuilding". In other words it originally referred to "someone who lived next to the cowshed". No wonder expecting someone who "lived next to the cowshed" to think independently might be asking a bit too much. No surprise hes all noise and nonsense. As for Victor Gao he speaks plainly and directly. Can't handle it Well that's your problem. Byronbyrumbyre Victor Gao" [X Link](https://x.com/Compute_King/status/1980270011391631538) 2025-10-20T13:48Z 17.5K followers, [---] engagements "@MPIainDS Yup Victor has been really straightforward and honest" [X Link](https://x.com/Compute_King/status/1980501558854054216) 2025-10-21T05:09Z 16.8K followers, [---] engagements "@PDXFato @ZichenWanghere Better to say. China didn't have the tools to fight back before. Now China has a complete system in place from laws to practical enforcement fully prepared" [X Link](https://x.com/Compute_King/status/1980987128369791313) 2025-10-22T13:18Z 16.9K followers, [---] engagements "Underground church what did they expect Isn't legal compliance supposed to be the first thing you think about in the U.S. Shouldn't they have consulted a legal advisor before even starting They can gather all those old anti-China gangsters here but it won't make any difference. it won't pressure anyone and it certainly won't change the outcome. If they actually want to help his father-in-law and not just put on a show their top priority right now should be hiring him a good lawyer" [X Link](https://x.com/Compute_King/status/1981207636520632752) 2025-10-23T03:54Z 16.9K followers, [---] engagements "Yo unlike what your little brain might have been fed by stup*d propaganda Chinese live happy lives here food and healthcare are quite affordable. If you're lucky enough to be in China see the buildings and high-speed railways you'd realize how misguided it is to keep Taiwan on your "Chinese reference list". Yup unlike the U.S. over 95% of the population approves of CPP leadership. On the other hand. U.S. people really deserve a better life not rising grocery healthcare and tuition prices. This is just too bad and they certainly don't deserve a chaotic president whose friends made huge" [X Link](https://x.com/Compute_King/status/1981235682829107634) 2025-10-23T05:46Z 16.9K followers, [---] engagements "Wow. now Cruz. all those old anti-China gangsters pops out. But Underground church what did they expect Isn't legal compliance supposed to be the first thing you think about in the U.S. Shouldn't they have consulted a legal advisor before even starting They can gather all those old anti-China gangsters in U.S. but it won't make any difference. it won't pressure anyone and it certainly won't change the outcome. If they actually want to help his father-in-law and not just put on a show their top priority right now should be hiring him a good lawyer" [X Link](https://x.com/Compute_King/status/1981243118176653324) 2025-10-23T06:15Z 16.9K followers, [---] engagements "Dear customers Nexperia China entities as Chinese enterprises with deep-rooted operations in China and global strategies strictly adheres to Chinese laws operating legally in compliance and independently. Our foremost priority has always been the interests of our customers. At present Nexperia China's manufacturing and business activities are proceeding in an orderly manner; the board management and all employees are making every efforts to ensure the stability of the supply chain for our valued customers. However it is deeply regrettable that the current management at Nexperia Netherlands" [X Link](https://x.com/Compute_King/status/1981245330437087592) 2025-10-23T06:24Z 17.7K followers, 62.8K engagements "@Dialectscore91 @MediaUnlock me too. 😅" [X Link](https://x.com/Compute_King/status/1981277731469087018) 2025-10-23T08:33Z 16.9K followers, [---] engagements "X75.4X19. A female foreign friend shared a video of her experience getting a check-up at a public hospital in China. Her examination at a major hospital included an ECG blood tests and an X-ray. With only her passport and no health insurance the total cost came to just $75.40 with the X-ray alone costing only $19. This completely threw an American streamer off who immediately started criticizing the U.S. healthcare system" [X Link](https://x.com/Compute_King/status/1981649693848596579) 2025-10-24T09:11Z 17.5K followers, 160.8K engagements "This morning the Chinese delegation arrived in Malaysia. In the video footage Vice Premier He Lifeng and Vice Minister of Commerce as well as China's International Trade Representative Li Chenggang can be seen entering the negotiation venue together. Beseent's nightmare is about to replay once again" [X Link](https://x.com/Compute_King/status/1981976326727946438) 2025-10-25T06:49Z 17.2K followers, 20.4K engagements "@kakashiii111 Couldn't agree more. Frankly speaking Taiwan needs to make real adjustments to fit into this new global reality" [X Link](https://x.com/Compute_King/status/1981982550076817597) 2025-10-25T07:13Z 17K followers, [---] engagements "@IK929087 @Deep_Star_Six yup. no sh*t the target is not "Hassanabi" at all. the target is "China". Seems saying anything good about China "unleashes the dark corners of the internet with this tweet". as Angel said @Deep_Star_Six Haha" [X Link](https://x.com/Compute_King/status/1981991953488322960) 2025-10-25T07:51Z 17K followers, [--] engagements "Dick Schoof CEO Dutch Prime Minister Dick Schoof in an interview The Dutch openly rob a Chinese company and then try to blame on its Chinese CEO What kind of pirate logic is this Those people sucking up to the U.S. and completely out of touch with reality" [X Link](https://x.com/Compute_King/status/1982097025304080486) 2025-10-25T14:48Z 17K followers, [--] engagements "@jenzhuscott Jen. this guys serious replied you on this post How does this guy even have the "face" to speak again" [X Link](https://x.com/Compute_King/status/1982263482004258960) 2025-10-26T01:50Z 17.2K followers, [----] engagements "@ZichenWanghere Very few hallucinations Not for me. I still have to verify every fact ChatGPT comes up with" [X Link](https://x.com/Compute_King/status/1982380574162706773) 2025-10-26T09:35Z 17.1K followers, [---] engagements "26 [---] Li Chenggang: China and the U.S. Have Reached Initial Consensus on Relevant Issues Xinhua News Li Chenggang China's Vice Minister of Commerce and International Trade Representative said on the 26th that the Chinese and U.S. economic and trade teams had conducted in-depth and candid discussions and exchanges on issues of mutual concern. According to Li the talks covered a wide range of topics including export control issues of mutual concern further extension of the suspension period for reciprocal tariffs issues related to fentanyl tariffs and anti-fentanyl cooperation expanding" [X Link](https://x.com/Compute_King/status/1982385945895637104) 2025-10-26T09:56Z 17.3K followers, 95.9K engagements "@RYANHINGSHING Summary of Key Updates from Today's Trade Talks Between Li Chenggang and Bessent. https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9" [X Link](https://x.com/Compute_King/status/1982449618484089010) 2025-10-26T14:09Z 17.2K followers, [---] engagements "Summary of Key Updates from Today's Trade Talks Between China and U.S. Author's Note: This is a must-read piece. If you don't read Chinese I highly recommend using the "Translate" feature on X. 😀 https://x.com/Compute_King/status/1982446012817093080 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9 https://x.com/Compute_King/status/1982446012817093080 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9" [X Link](https://x.com/Compute_King/status/1982463451084759179) 2025-10-26T15:04Z 17.2K followers, [---] engagements "The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other" [X Link](https://x.com/Compute_King/status/1982670383481508333) 2025-10-27T04:47Z 17.2K followers, [----] engagements "Well. Arnaud the first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service" [X Link](https://x.com/Compute_King/status/1982670607000248425) 2025-10-27T04:48Z 17.2K followers, [----] engagements "The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other" [X Link](https://x.com/Compute_King/status/1982675899607629903) 2025-10-27T05:09Z 17.2K followers, [----] engagements "The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other" [X Link](https://x.com/Compute_King/status/1982676382695203067) 2025-10-27T05:11Z 17.2K followers, [---] engagements "@interjc @mranti Cryptocurrency - Support digital currency trading" [X Link](https://x.com/Compute_King/status/1982705677668880394) 2025-10-27T07:07Z 17.2K followers, [---] engagements "Wei Lingling@Lingling_Wei Seriously does Wei Lingling even understand Chinese As a professional journalist her take is so far off that its hard to believe she actually read the original context. Seems like shes more interested in bashing the Chinese government than reporting objectively. @Lingling_Wei Here is the link to the full document of "The Communist Party of China Central Committees Proposals for Formulating the 15th Five-Year Plan for National Economic and Social Development". I just don't know what's going on in Wei Lingling's mind. I truly have no idea. As clearly shown in the full" [X Link](https://x.com/Compute_King/status/1983460433588830470) 2025-10-29T09:06Z 17.2K followers, [----] engagements "@janet_e_egan Same logic applies: the U.S. may have the technology to make 3nm chips to power its AI data centers. China shouldn't supply any rare earths they rely on to do it. AI 3nm" [X Link](https://x.com/Compute_King/status/1983661921309225187) 2025-10-29T22:27Z 17.5K followers, [---] engagements "If that's true it simply means the balance of power is shifting. Yes the U.S. may have the technology to produce 3nm chips to fuel its AI data centers but technology alone isn't enough. Without access to China's rare earths even the most advanced fabs would struggle to sustain large-scale production. In the end it's not just about who holds the technology but who controls the key resources that make the technology possible. 3nmAI" [X Link](https://x.com/Compute_King/status/1983663527350170055) 2025-10-29T22:33Z 17.5K followers, [---] engagements "@pstAsiatech It's great to see their return to China" [X Link](https://x.com/Compute_King/status/1984185898200916390) 2025-10-31T09:09Z 17.4K followers, [---] engagements "AMD There's no such thing as a "reliable supplier". Companies like TSMC NVIDIA and AMD can all turn into "unreliable suppliers" the moment a political order comes down. Lmao Outlets like The New York Times and The Wall Street Journal are still trapped in their own narrative bubbles the deeper they play in them the less they see what's really going on. Time to face it bro. the world has changed" [X Link](https://x.com/Compute_King/status/1984494643258802648) 2025-11-01T05:36Z 17.3K followers, [----] engagements "Nexperia The White House is reportedly planning to announce that Dutch chipmaker Nexperia's factory in China will resume shipments. LMAO what does this have to do with the White House Dutch have to return the company control to Wingtech first then China can talk about anything else" [X Link](https://x.com/Compute_King/status/1984528200131887214) 2025-11-01T07:49Z 17.3K followers, [----] engagements "Read the actual news below November [--] at press briefing a spokesperson for China's Ministry of Commerce (MOFCOM) addressed questions regarding Nexperia. LMAO. The White House is reportedly planning to announce that Dutch chipmaker Nexperia's factory in China will resume shipments What a shame. The White House was the one that started all this with the BIS 50% rule and now they settle the deal with China. and they are not in any position to make announcements about it. Dutch hand the company control back to Wingtech first then China might consider talking about anything else. [---] BIS 50% " [X Link](https://x.com/Compute_King/status/1984537311930171781) 2025-11-01T08:25Z 17.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Compute_King Compute King
Compute King posts on X about china, ai, open ai, taiwan the most. They currently have [------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.
Engagements: [----------] #
- [--] Week [----------] +70%
- [--] Month [----------] +1,174,934%
- [--] Months [----------] +72,703%
- [--] Year [----------] +212,964%
Mentions: [--] #
- [--] Week [--] +583%
- [--] Month [--] +760%
- [--] Months [---] +322%
- [--] Year [---] +505%
Followers: [------] #
- [--] Week [------] +0.55%
- [--] Month [------] +3%
- [--] Months [------] +45%
- [--] Year [------] +286%
CreatorRank: [-------] #
Social Influence
Social category influence countries technology brands finance stocks travel destinations automotive brands cryptocurrencies social networks fashion brands exchanges
Social topic influence china, ai, open ai, taiwan, trade war, has been, gpu, infrastructure, huawei, seedance #325
Top accounts mentioned or mentioned by @zephyrz9 @kakashiii111 @ustraderep @rwang07 @sama @theaiinvestor @rnaudbertrand @robinjbrooks @ryanhingshing @extremeailabs @glennluk @bricsinfo @deepseekai @unusualwhales @teortaxestex @omercheeema @homiecharlie @tig88411109 @trumpwarroom @zichenwanghere
Top assets mentioned April (APRIL) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Bitcoin (BTC) DeepSeek (DEEPSEEK) QUALCOMM, Inc. (QCOM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Q: How many GPUs do we need to train a GPT3 175B model At what cost @extremeailabs"
X Link 2024-10-04T14:45Z [--] followers, [--] engagements
"Part [--] (1/3) GPT-3 175B has [---] billion (175B) model parameters and the entire complete training requires 3.14E11 (TFLOPS) of floating-point operations per second. If using an NVIDIA 80GB A100 GPU the theoretical performance is [---] TFLOPS. With Megatrons parallelization techniquestensor parallel and pipeline parallelthe utilization can reach 51.4% meaning that it can complete [---] TFLOPS per second. Thus The required GPU time is: 3.14E11 / [---] = 1.96E9 (seconds) Converted into hours: 1.96E9 / (60 x 60) = 5.44E5 (hours) Cost Calculation The daily rental price for an NVIDIA 80GB A100 GPU from"
X Link 2024-10-04T14:59Z [--] followers, [--] engagements
"Part [--] (2/3) What about NVidia 80GB H100 GPU FP16 = 990TFlops With utilization can reach 51.4% meaning that H100 can complete [---] TFLOPS per second. Thus The required GPU time is: 3.14E11 / [---] = 0.62E9 (seconds) Converted into hours: 0.62E9 / (60 x 60) = 1.72E5 (hours) Cost Calculation If you sign a 3-years bounding contract with AWS the daily rental price for an NVIDIA 80GB H100 GPU from them is: $5.6 per GPU hour. Thus the total cost would be: 1.72E5 x [---] = $963200 Time Calculation The time required with [----] H100 GPUs: 1.72E5 / (1000 x 24) = [---] (days) Saved [--] days vs. on A100 systembut"
X Link 2024-10-04T15:01Z [--] followers, [--] engagements
"Part [--] (3) If it is on Extreme AI Protocol. H100 only costs around $2 per GPU hour. @extremeailabs Which means Cost Calculation with Extreme AI Protocol The daily rental price for an NVIDIA 80GB H100 GPU is: $2 per hour. The total cost would be: 1.72E5 x [--] = [------] USDT USDT is US Dollar equivalent in digital currency format. In summery with Extreme AI Protocol you could save 64% on training cost vs. going to giant service provider AWS and you don't need to bear a three-year-long contract you come in at any time to use it"
X Link 2024-10-04T15:04Z [--] followers, [--] engagements
"Let me get into more of the "GPU as a service (GPUaaS)" market. You see [--] type of providers: Traditional Hyperscale Cloud Providers offering GPU cloud services i.e. Google Cloud Microsoft Azure Amazon Web Services (AWS) Oracle Tencent and Alibaba. Remember those Hyperscalers provide far more than GPU Cloud services. However companies like Meta xAI and Tesla also own huge amount of GPGPU capacities and expansion plans but they do not currently offer AI services. Traditional Hyperscalers diversified business models allow them the low cost of capital but enterprise focused Hyperscalers usually"
X Link 2024-10-05T04:33Z [--] followers, [---] engagements
"Aimerica I believe it is conceptualized as the first AI-driven country. Aimerica refers to where artificial intelligence plays a central role in the governance economy and society of a nation. Very cool idea [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] [--------] 01110011"
X Link 2024-11-29T13:31Z [----] followers, [----] engagements
"In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in"
X Link 2024-12-09T23:32Z [---] followers, [--] engagements
"In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in"
X Link 2024-12-09T23:35Z [---] followers, [--] engagements
"Well in March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair"
X Link 2024-12-09T23:40Z [---] followers, [--] engagements
"In March [----] NVIDIA and Mellanox announced that the two companies had reached a final agreement regarding the acquisition. According to the agreement NVIDIA would acquire all of Mellanox's outstanding and publicly traded common stock at a price of $125 per share with the total transaction amounting to approximately $6.9 billion. It wasn't until April [--] [----] that NVIDIA's acquisition of Mellanox received conditional approval from China's State Administration for Market Regulation (SAMR). At that time the SAMR imposed the following restrictive conditions on NVIDIA: [--]. Ensuring fair supply in"
X Link 2024-12-09T23:42Z [---] followers, [--] engagements
"@zerohedge https://www.reuters.com/technology/eu-watchdog-probes-nvidia-hardware-bundling-it-scrutinises-runai-deal-2024-12-04/ https://www.reuters.com/technology/eu-watchdog-probes-nvidia-hardware-bundling-it-scrutinises-runai-deal-2024-12-04/"
X Link 2024-12-09T23:42Z [---] followers, [--] engagements
"In a major blow to the US drone manufacturing sector Skydio the countrys largest drone manufacturer and a key supplier to Ukraines military is grappling with a critical supply chain crisis following recent sanctions by Beijing. The Chinese sanctions imposed on October [--] prohibit Chinese entities from supplying vital components including batteries. This development has prompted Skydio to urgently seek alternative suppliers to sustain its operations. The Financial Times citing sources reported that the sanctions have left Skydio scrambling to find new partners while intensifying concerns among"
X Link 2024-12-09T23:49Z [---] followers, [--] engagements
"Analysis by an Anti-monopoly Case Witness on Nvidia's Recent Probe in China Part [--] of [--] On December [--] [----] China's State Administration for Market Regulation (SAMR) announced that it had launched an investigation into NVIDIA for allegedly violating the "Anti-Monopoly Law of the People's Republic of China" and the "Announcement of the State Administration for Market Regulation on the Approval with Restrictive Conditions of NVIDIA's Acquisition of Mellanox Technologies Ltd. Stock" (SAMR Announcement [----] No. 16). This news has caused a significant stir and provoked numerous debates."
X Link 2024-12-12T01:04Z 15.3K followers, [----] engagements
"Part [--] of [--] Let's now discuss why NVIDIA decided to acquire Mellanox Technologies. NVIDIA spent $6.9 billion to acquire Mellanox an Israel-based company marking its most expensive acquisition to date. Although big corporations acquiring others isn't novel this move triggered a collective counteraction among other tech giants. The reason lies in Mellanox being the largest player in high-speed network interconnect devices holding over 90% of the market share in the InfiniBand (IB) device market at that time. InfiniBand (IB) is a high-performance interconnect technology originally designed to"
X Link 2024-12-12T01:15Z [---] followers, [---] engagements
"Part [--] of [--] Let's continue discussing why NVIDIA (NV) was investigated by China's State Administration for Market Regulation: The core reason for the investigation is straightforward: NVIDIA Mellanox and the merged entity failed to fulfill the obligations outlined previously specifically failing to meet the following conditions: [--]. Not to force bundling in any way or attach any other unreasonable trading conditions; not to hinder or restrict customers from purchasing or using the products separately; not to discriminate against customers who buy these products separately in terms of service"
X Link 2024-12-12T01:27Z 15.3K followers, [---] engagements
"@ShanghaoJiin A 910B Die Picture by comparing to Huawei family members"
X Link 2024-12-12T12:04Z [---] followers, [---] engagements
"From CPUs to GPUs and then to HPC-specific Accelerators: The Battle for Computational Power Introduction By popular demand from readers Ive decided to write a primer on computational power exploring its progression from CPUs to GPUs to dedicated accelerators and its applications across diverse fields. We'll touch on everything from daily use cases cryptocurrency mining scientific computing artificial intelligence and finally supercomputers. If you have [--] minutes I invite you to join a veteran with over [--] years of experience in the computational industry to explore some fundamental concepts."
X Link 2024-12-13T15:38Z [---] followers, [---] engagements
"I have previously written articles introducing CPUs (general-purpose processors) GPUs (general-purpose graphics processors) ASICs (application-specific integrated circuits) and quantum computing. You can find them on my homepage if you're interested. Lets revisit the smooth progression from CPUs to GPUs and eventually to ASICs in the evolution of Bitcoin (BTC) mining: [--] The Era of CPUs: Bitcoin was born in [----] employing the SHA-256 hashing function as its mining algorithm. It was originally designed for people to mine using CPUs in their home computers with the greatest advantage of CPUs"
X Link 2024-12-19T01:39Z [----] followers, [----] engagements
"#alchip #AVGO #MRVL #MediaTek #GUC #AI #BTC 🫰"
X Link 2024-12-31T02:03Z 14.4K followers, [----] engagements
"@VDKYSHGKdkzDMUe 🫰"
X Link 2025-01-01T02:05Z [----] followers, [--] engagements
"#BYD Electronic"
X Link 2025-01-01T09:40Z [----] followers, [----] engagements
"@user889889 NASDAQ: NA = Nano Labs Ltd. Thought they are public I am not sure if I could get any more info from my sources will try"
X Link 2025-01-03T14:57Z 13.1K followers, [--] engagements
"First NVL72 in Azure. Milestone for GB200. Just in time for test-time scaling we have our first NVlink [--] clusters live in Azure. Heres to the next generation of AI built on these systems https://t.co/rDJaBg1sXZ Just in time for test-time scaling we have our first NVlink [--] clusters live in Azure. Heres to the next generation of AI built on these systems https://t.co/rDJaBg1sXZ"
X Link 2025-01-07T23:23Z [----] followers, [----] engagements
"@BRICSinfo President Trump speaks the truth"
X Link 2025-01-07T23:36Z [----] followers, [---] engagements
"My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S."
X Link 2025-01-10T06:27Z [----] followers, [----] engagements
"My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S."
X Link 2025-01-10T06:28Z [----] followers, [---] engagements
"My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S."
X Link 2025-01-10T06:31Z [----] followers, [--] engagements
"My personal assessment. For your reference: The new policy will have an impact on #NVDA in the short term. After all a considerable amount of NVDA's business comes from Singapore as shown in the financial report. Singapore will be a Tier [--] country with a quota of only tens of thousands of units. The market needs a re-balancing. But other ASIC manufacturers are not affected: including but not limited to #AVGO #MRVL #MediaTek #AlChip #GUC. The supply chain of GB200 and GB300 will not be affected. After all the system main users are in the U.S. and per the latest check the CAPEX of U.S."
X Link 2025-01-10T06:32Z [----] followers, [---] engagements
"@zhang_bj_ Very true"
X Link 2025-01-11T10:31Z [----] followers, [---] engagements
"In [----] Apple experienced a significant shift in its global market dynamics. In China Apple lost its leading position as the top smartphone seller to local brands Vivo and Huawei with Apple's shipments decreasing by 17% annually. This decline was particularly stark in the fourth quarter where shipments dropped by 25% year-on-year reducing Apple's market share from 24% to 17%. ⚠ JUST IN: *APPLE LOSES SMARTPHONE SALES CROWN IN CHINA DROPS TO THIRD IN [----] $AAPL https://t.co/bInKtXZOeo ⚠ JUST IN: *APPLE LOSES SMARTPHONE SALES CROWN IN CHINA DROPS TO THIRD IN [----] $AAPL https://t.co/bInKtXZOeo"
X Link 2025-01-16T12:59Z [----] followers, [----] engagements
"US Spot ETF Inflows for Bitcoin and Ethereum On January [--] [----] the U.S. cryptocurrency market experienced significant investment activity with Bitcoin and Ethereum spot ETFs seeing substantial inflows. Bitcoin ETFs recorded a net inflow of approximately $626.15 million with BlackRock's IBIT ETF alone accounting for $527.87 million of this total. Ethereum ETFs also saw notable investments with a total net inflow of $166.59 million led by BlackRock's ETHA ETF with $111.2 million. This surge in ETF investments reflects a bullish trend in the crypto market primarily driven by institutional"
X Link 2025-01-17T07:59Z [----] followers, [----] engagements
"@_Dean_Machine @0xMiraDAO Nice"
X Link 2025-01-19T07:45Z 13.2K followers, [---] engagements
"This is INSANE $TRUMP Coin Falls 30% Post $MELANIA Launch Ahead of Donald Trump's inauguration the cryptocurrency market has seen significant activity with the introduction of $TRUMP and now $MELANIA memecoins. The $TRUMP coin which reached a $15 billion market cap has experienced a sharp decline of over 30% following the launch of $MELANIA by Melania Trump"
X Link 2025-01-19T23:51Z [----] followers, [----] engagements
"The top [--] AI companies in China. Seems Beijing Shanghai and Shenzhen are the main bases"
X Link 2025-01-21T14:08Z [----] followers, [----] engagements
"Recommend to read - Good read from Deepseek CEO - Liang Wenfeng. I am super proud of our younger generation so humble and down to earth. And I was deeply moved by the kindness showed there in "at that moment my eyes suddenly welled up and I finally understood what you meant by 'water and electricity' true greatness never lies in any specific model but in the ripples of goodwill created by countless ordinary people using it." Copyright by Zhihu & Liang Wenfeng. @deepseek_ai"
X Link 2025-01-28T14:45Z [----] followers, [----] engagements
"@DavidSacks Only losers spread rumors: [--] Deepseek spent $140M on 10K A100 cluster. [--] Deepseek has 2Ku H800. [--] deployment of 50K H100 costs $2B. [--] Clearly even with its parent company together Deepseek does NOT have this $2B capital"
X Link 2025-02-01T15:39Z [----] followers, [---] engagements
"Wow. [----] + 382G DRAM 671BDeepSeek V3/R1"
X Link 2025-02-11T22:57Z [----] followers, [--] engagements
"Holy 🤯 DeepSeek is serving global users with just 278x H800 (8-GPU) servers 🚀 Insane performance per machine: 73.7k/14.8k input/output tokens per second per H800 node. 💰 Unreal cost-profit margin: 545%. Where are you OpenAI 👀 🚀 Day [--] of #OpenSourceWeek: One More Thing DeepSeek-V3/R1 Inference System Overview Optimized throughput and latency via: 🔧 Cross-node EP-powered batch scaling 🔄 Computation-communication overlap ⚖ Load balancing Statistics of DeepSeek's Online Service: ⚡ 73.7k/14.8k 🚀 Day [--] of #OpenSourceWeek: One More Thing DeepSeek-V3/R1 Inference System Overview Optimized"
X Link 2025-03-01T12:26Z [----] followers, [----] engagements
"@deepseek_ai DeepSeek uses [---] nodes of H800 to serve their user base. Vs. OpenAI are out of GPUs. https://x.com/sama/status/1895203654103351462 GPT-4.5 is ready good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where i've sat back in my chair and been astonished at getting actually good advice from an AI. bad news: it is a giant expensive model. we https://x.com/sama/status/1895203654103351462 GPT-4.5 is ready good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where"
X Link 2025-03-01T12:33Z [----] followers, [----] engagements
"Cost profit margin = profit/cost. Moreover DeepSeeks team is absolutely phenomenal their extraordinary grasp of infrastructure engineering and optimization is mind-blowing: the team used the H800 (HBM bandwidth limited version) and through optimization achieved 1.5x the performance of the H200 (3x HBM bandwidth) they are simply out of this world It makes you wonder: even after years of deployment large-scale compute platforms like A100 and H00 still have untapped potential. So heres the question for Capex-heavy service providers: keep investing massively in new hardware or shift focus to"
X Link 2025-03-01T16:01Z [----] followers, [----] engagements
"@glproductions @nembal that is cost based. slightly different concept which is popular in China. Cost profit margin = profit/cost. Again 545% Cost profit margin = 85% in regular concept of profit margin"
X Link 2025-03-02T00:33Z [----] followers, [---] engagements
"#INTC $Intel"
X Link 2025-03-13T23:03Z [----] followers, [----] engagements
"# #ZTE #ZTE Corporation $000063"
X Link 2025-03-18T10:10Z [----] followers, [----] engagements
"@leomironov More details: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800"
X Link 2025-03-24T11:35Z [----] followers, [---] engagements
"@wallstengine More info in Chinese: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800"
X Link 2025-03-24T11:37Z [----] followers, [---] engagements
"@StockSavvyShay More info in Chinese: https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800 https://x.com/Compute_King/status/1904115440194142242 20% Ling20%H100/H800"
X Link 2025-03-24T11:37Z [----] followers, [---] engagements
"@zjasper666 @balajis Cant agree more. Far more experienced engineers in China than in US"
X Link 2025-03-24T15:26Z [----] followers, [--] engagements
"@BRICSinfo China's countermeasures are a full packageit's not just about tariffs. They also include export controls putting entities on restriction lists and adding U.S. companies to the "unreliable entity list." It's a combo move not a single punch. 👊 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5"
X Link 2025-04-04T12:37Z [----] followers, [---] engagements
"@Investingcom China's countermeasures are a full packageit's not just about tariffs. They also include export controls putting entities on restriction lists and adding U.S. companies to the "unreliable entity list." It's a combo move not a single punch. 👊 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5 https://x.com/Compute_King/status/1908117763975172550 [--] https://t.co/pFda2wBZi5"
X Link 2025-04-04T12:37Z [----] followers, [---] engagements
"@GlobeEyeNews Trump seems panicked. Citigroups latest analysis predicts hell add another 25% countermeasure. More analysis: https://x.com/Compute_King/status/1908409885739675957o3-mini https://x.com/Compute_King/status/1908409885739675957o3-mini"
X Link 2025-04-05T07:51Z [----] followers, [--] engagements
"Personally liked these [--] charts explains a lot"
X Link 2025-04-10T05:36Z 10.8K followers, [----] engagements
"In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain"
X Link 2025-05-04T16:18Z 11.7K followers, [----] engagements
"In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain. Satellite images reveal Huaweis advanced chip"
X Link 2025-05-04T16:51Z 11.7K followers, [----] engagements
"Agreed. In China any enterprise with vision wants to build a truly homegrown semiconductor fab driven by ROI market forces and profits not necessary a political power play: 🔹 giving the technical ban from US government Chinas semiconductor push is largely motivated by reducing reliance on imports and capturing value in the global chip market. 🔹 Private firms and local governments invest heavily seeing clear economic ROI rather than political power play. 🔹 This momentum spans from design houses to foundries all aiming for an indigenous supply chain."
X Link 2025-05-04T16:52Z 11.7K followers, [---] engagements
"Broadcom $AVGO Part [--] Part [--] https://x.com/Compute_King/status/1869738318457708996 https://x.com/Compute_King/status/1869636152812315109 https://x.com/Compute_King/status/1869738318457708996 https://x.com/Compute_King/status/1869636152812315109"
X Link 2025-05-04T17:12Z 11.7K followers, [--] engagements
"Add a little bit more for clarity: China Unicom released a "Compute Center" bid worth 5.1B Yuan [--] days ago. We knew a "CM384 module" costs 50M yuan that bid alone could be almost [---] units of CM384 module. Realized [--] bids at the similar size in the past [--] weeks not includes the large CSPs yet. and I was told more to come. @zephyr_z9 @rwang07"
X Link 2025-05-06T01:08Z 12.1K followers, [----] engagements
"@lithos_graphein But ASML could charge that tariff to its customer for sure"
X Link 2025-05-07T08:05Z 12.4K followers, [---] engagements
"@PeterSchiff Hmm Secretary Bessent appears to be navigating a particularly challenging period"
X Link 2025-05-07T08:07Z 12.4K followers, [---] engagements
"@B91437401 @RaymondSeow1983 If Line complies theyll gain immediate access to the Chinese market. It seems you havent bothered to study China or its laws and your comments are completely baseless. Im not going to waste any more time with you"
X Link 2025-05-11T03:56Z 12.5K followers, [--] engagements
"Prime Minister Shehbaz Sharif made a special mention of the People's Republic of China President Xi and the Chinese people praising their iron-clad friendship time-tested support and deep sense of brotherhood bonds that hold a special place in the hearts of all Pakistanis. # # https://t.co/fmFwTtFv0O # # https://t.co/fmFwTtFv0O"
X Link 2025-05-11T12:40Z 12.5K followers, [----] engagements
"@rwang07 Quick take: 1The U.S. has lost its industrial edge. 2The bottom 60% of Americans are hit the hardest. 3China is overly dependent on U.S. debt assets. 4Global trade imbalances are unsustainable and must be restructured"
X Link 2025-05-11T13:05Z 12.5K followers, [----] engagements
"@zephyr_z9 Every day there are good new research papers to read. Proud of ByteDance"
X Link 2025-05-20T07:28Z 12.5K followers, [---] engagements
"@USA_China_Talk Rubio is a liar. Trust him Think again"
X Link 2025-05-22T03:44Z 12.5K followers, [----] engagements
"@zephyr_z9 Deepseek are able to get tremendous compute capacity now"
X Link 2025-05-22T04:58Z 12.6K followers, [---] engagements
"SOC2025.05 + Xiaomi 2015-2025 +Xiaomi Qualcomm Huawei Apple MTK"
X Link 2025-05-23T05:16Z 12.7K followers, 14.4K engagements
"@zhongha14245726 Trust me bro. CadenceSynopsys CNBC http://www.cnbc.com/2025/05/28/chip-software-trump-china.html http://www.cnbc.com/2025/05/28/chip-software-trump-china.html"
X Link 2025-05-28T23:44Z 12.7K followers, [---] engagements
"CUDA is NVIDIAs core competitive edge and the foundational platform for todays AI computing. Astonishingly over 50% of CUDA developers worldwide are from China where they play a critical role in algorithm optimization model training large-scale distributed computing and etc. Jensen Huang is well aware that if this vast Chinese technical force were to evolve into an independent ecosystem it could give rise to a second CUDA and challenge NVIDIAs dominance in the GPU-centric accelerator market. CUDANVIDIAAI50%CUDA Jensen HuangCUDANVIDIAGPU NVIDIA $NVDA CEO JENSEN HAUNG JUST SHARES HIS THOUGHTS"
X Link 2025-05-29T00:41Z 12.7K followers, [----] engagements
"They cry when they cant compete: German machinery makers demand the EU slap trade barriers on China whining that its not fair. Only losers call for help #Crybabies"
X Link 2025-06-13T13:28Z 13.1K followers, [---] engagements
"@I_loves_deep_nn Who is supplying chips to Israeli or US missiles Yet Iran's bombed victims aren't human You're totally biased cry harder drama queen"
X Link 2025-06-18T07:26Z 13.1K followers, [----] engagements
"@HotSpotHotSpot Lmao there are armed forces under the hospital IDF used hospital as human shield no wonder"
X Link 2025-06-20T13:57Z 13K followers, [---] engagements
"First GB300 out of the door. Quite impressive. GB300DellCoreWeave Our partnership with @CoreWeave and @nvidia continues to set the pace. Proud to deliver the worlds first GB300 NVL72 with 50x inference throughput. Give us a call if you need [--] trillion tokens or more per month 🦾🚀 https://t.co/8ToqmlUpk4 Our partnership with @CoreWeave and @nvidia continues to set the pace. Proud to deliver the worlds first GB300 NVL72 with 50x inference throughput. Give us a call if you need [--] trillion tokens or more per month 🦾🚀 https://t.co/8ToqmlUpk4"
X Link 2025-07-04T02:15Z 13K followers, [----] engagements
"@NuryVittachi Go go Luckin Coffee https://x.com/Compute_King/status/1942767421577941479 https://x.com/Compute_King/status/1942767421577941479"
X Link 2025-07-09T08:12Z 13.2K followers, [---] engagements
"@BenTallmadge01 Go go Luckin Coffee https://x.com/Compute_King/status/1942767421577941479 https://x.com/Compute_King/status/1942767421577941479"
X Link 2025-07-09T08:12Z 13.2K followers, [---] engagements
"Hegseth would have to authorize the acquisition of one million these drone units an initiative that if approved could fittingly be dubbed Drone Dominance. Well the total projected expenditure is $39000 x [-------] = $39000000000. Wow it is just $39 billion a relatively modest outlay given its strategic significance 😀 go go Hegseth go do it"
X Link 2025-07-12T06:40Z 13.2K followers, [----] engagements
"@unusual_whales Congratulations to everyone who contributed to these tariffs including you 😅"
X Link 2025-07-12T10:23Z 13.2K followers, [----] engagements
"BIS Looks like this could work: BIS might just turn into a profit-making machine. NvidiaAMDAI230BIS30 For NVIDIA and AMD these two AI chips together represent roughly $23 billion in potential sales with BIS raking in more than $3 billion in revenue. In essence its an export tax: whoever exports pays the fee. Under Trumps leadership the United States this giant corporation may have finally found its path to riches. BIG: $NVDA and $AMD have reportedly agreed to give the US government 15% of the revenues from chip sales (H20 and MI308) in China as a condition for obtaining export licences (for"
X Link 2025-08-11T05:20Z 13.3K followers, [----] engagements
"to update: DeepSeek100% After checking with multiple sources DeepSeek teams denied the circulation calling it 100% not true. Apologies for passing along incorrect info. Deepseek7C80 https://t.co/Ksjn2oiuJj Deepseek7C80 https://t.co/Ksjn2oiuJj"
X Link 2025-08-16T03:40Z 14.3K followers, [----] engagements
"@Jukanlosreve Disappointing of what didn't see Korean companies there"
X Link 2025-08-17T07:58Z 13.3K followers, [---] engagements
"@teortaxesTex Using the translate post would be better :)"
X Link 2025-08-24T07:12Z 14.1K followers, [---] engagements
"Yes all those areas are challenging. However Huawei and other Chinese companies possess much of the expertise in these areas. They dont just design solutions they build they implement they have demonstrated the strong ability to turn know-how into real-world execution. For example in networking Huawei deployed around [----] high-speed fiber modules and cables to build a fully connected Cloud Matrix [---] which it successfully operates and manages as a robust network. By contrast NVIDIA attempted something similar with the DGX H100 NVL256 Ranger at a much smaller scale (256 vs. 384) and failed."
X Link 2025-08-27T02:01Z 14.4K followers, [---] engagements
"@GlennLuk @streetfrontier Glenn this "Street Frontier" guys claim is baseless. He has never been to China and is relying on biased report as evidence - what a joke"
X Link 2025-08-27T07:12Z 14.4K followers, [---] engagements
"@teortaxesTex This is merely the description in the article however in reality competition among Chinas large model companies is also fierce. Alibaba Qwen ByteDance Doubao Moonshotai Kimi K2 Zhipu GLM-4.5 are all undoubtedly strong options"
X Link 2025-08-27T12:17Z 14.4K followers, [----] engagements
"Wow is this really an RTX [----] with 128GB of GDDR7 memory To achieve such a spec it would likely require new 4GB GDDR7(X) chips (4GB [--] = 128GB). Yet so far Samsung SK Hynix and Micron did not seem to have officially announced such kind of product. From the current information this graphics card is most likely still in a small-batch sample stage and its price tag of $13200 is certainly not cheap. However once it gets into mass output costs will likely come down. Thus RTX 5090-128GB price-performance ratio could outpace all its expensive competitors. Whether in AI inference professional"
X Link 2025-09-08T08:39Z 14.9K followers, [----] engagements
"@OmerCheeema Actually saw those [--] names were particularly mentioned: TI ADI Broadcom (AVGO) and On-Semi"
X Link 2025-09-14T11:52Z 15.1K followers, [---] engagements
"Charlie Kirk: The Most Dangerous Man in America The real danger of Charlie Kirk does not lie in every word he speaks but in the way he frames his narrative. He excels at using seemingly rational debate techniques to package complex social contradictions into simplistic binary logics: Left versus Right urban versus rural elites versus grassroots immigrants versus citizens China versus America. This dualistic framework often conceals the multidimensional complexity behind real issues. Charlie Kirk implants more information into young peoples thinking while subtly shifting concepts making"
X Link 2025-09-15T01:10Z 15K followers, [----] engagements
"Charlie Kirk Charlie Kirk: The Most Dangerous Man in America Guess we will need to add a disclaimer in case anyone missed it in the original video attached: "No one deserves to be killed for their beliefs include Charlie Kirk or anyone whose belief you disagree with no one deserves that" https://x.com/Compute_King/status/1967394108819066952 https://x.com/Compute_King/status/1967394108819066952 Charlie Kirk Charlie Kirk: The Most Dangerous Man in America Charlie https://t.co/rlv0logsc0 https://x.com/Compute_King/status/1967394108819066952 https://x.com/Compute_King/status/1967394108819066952"
X Link 2025-09-15T05:20Z 14.9K followers, [---] engagements
"@zephyr_z9 This is not just round tripping it is Ponzi Tripping"
X Link 2025-09-23T00:04Z 15.1K followers, [---] engagements
"@CapitalObserver If its not about cash then what exactly is $NVDA after by owning a portion of OpenAI"
X Link 2025-09-23T06:25Z 15.1K followers, [---] engagements
"@ThingsHiddenn Thats probably true. but it still artificially inflates the demand Also keep in mind that many of the super contracts OpenAI signed recently are non-binding agreements. This smells bad at least for me"
X Link 2025-09-23T15:33Z 15.1K followers, [---] engagements
"$MRVL [----] $MRVL authorizes additional $5 Billion in buybacks and $1 Billion in accelerated repurchases. Marvell2005020.061.9482025 Well Marvells current total assets amount to roughly $20 billion yet the company has just announced a massive $5 billion share repurchase program - equivalent to about one-fourth of its asset base. According to its latest earnings report Marvell generated $2.006 billion in revenue and $194.8 million in net profit in the second fiscal quarter of [----] marking the third profitable quarters after years of losses. Marvell10 Despite its relatively tight financial"
X Link 2025-09-24T20:01Z 15.2K followers, 11.6K engagements
"@tphuang Haha good for BYD"
X Link 2025-09-30T10:47Z 15.2K followers, [---] engagements
"@kakashiii111 Sharp observation"
X Link 2025-10-01T00:25Z 15.2K followers, [---] engagements
"AMD and OpenAI Forge a $90 Billion GPU Alliance Rewriting the Financial Playbook of AI Infrastructure Buildout AMD and OpenAI announced a so-called unprecedented partnership on Monday: OpenAI plans to purchase and deploy up to 6GW of AMD Instinct GPU clusters through affiliated entities spanning multiple hardware generations starting with the MI450 series in the second half of [----]. If fully executed the agreement could reach a total value of $90 billion. As part of the arrangement AMD has issued warrants to OpenAI allowing it to purchase up to [---] million AMD shares at the price of $0.01 per"
X Link 2025-10-07T05:03Z 15.8K followers, [----] engagements
"The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated in one"
X Link 2025-10-07T07:17Z 15.3K followers, [---] engagements
"OpenAIAMDDealAIAIAI The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits"
X Link 2025-10-07T08:48Z 15.3K followers, [---] engagements
"OpenAIAMDDealAIAIAI The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits"
X Link 2025-10-07T08:54Z 15.3K followers, [---] engagements
"Exactly. The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated"
X Link 2025-10-07T10:21Z 15.3K followers, [----] engagements
"The true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig" profits generated in one"
X Link 2025-10-07T10:25Z 15.3K followers, [---] engagements
"To add. in summery every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. And the true significance of the OpenAI and AMD deal yesterday lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. It's a financial model where as the saying goes "the wool comes from the pig" profits"
X Link 2025-10-07T12:06Z 15.3K followers, [---] engagements
"Quite true. To the industry the true significance of the OpenAI and AMD deal lies in its fundamental reshaping of the financial underpinnings of AI infrastructure buildout. For OpenAI the financing model has shifted from traditional debt-based structures to one backed by equity appreciation a mechanism that effectively leverages rising stock value to fund and accelerate infrastructure expansion. In other words every investor buying AMD shares on the market is in effect financing OpenAI's AI infrastructure buildout. It's a financial model where as the saying goes "the wool comes from the pig""
X Link 2025-10-08T00:37Z 15.4K followers, [---] engagements
"@hsu_steve Really great to see this Yes China is seriously committed to reducing emissions. Also remembered in one of Chai Jing's interview where Academician Ding Zhongli said "Western countries are all talk with no real action while China is seriously committed to doing it""
X Link 2025-10-08T01:07Z 15.4K followers, [---] engagements
"According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to $12.5 billion in debt structured through a special purpose vehicle (SPV). This SPV will purchase clusters built on latest NVIDIA GPUs and lease them to xAI for a period of five years. This model allows financial institutions to use the hardware assets as collateral and recover their investments over a longer cycle (5 years) - a structure once regarded as a typical financing paradigm for tech companies during capital-intensive phases. However when compared"
X Link 2025-10-08T01:40Z 15.5K followers, [---] engagements
"@The_AI_Investor One more today. Nvidia and xAI https://x.com/Compute_King/status/1975737986123002188 @kakashiii111 According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to $12.5 billion in debt structured through a special purpose vehicle (SPV). This SPV will purchase clusters built on latest NVIDIA GPUs and https://x.com/Compute_King/status/1975737986123002188 @kakashiii111 According to sources cited in the original report this financing round for xAI consists of approximately $7.5 billion in equity and up to"
X Link 2025-10-08T02:11Z 15.4K followers, [---] engagements
"Certainly one more today. 🔹 xAI & Nvidia - $2B investment but xAI up to $20B on GPUs. Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for 4% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for 10% equity stake 🔹 Oracle & OpenAI $300B cloud deal (5 years) Major AI Chip deal list 🔹 NVIDIA & OpenAI Up to $100B investment + chips 🔹 NVIDIA & Intel $5B for 4% stake 🔹 CoreWeave & NVIDIA $6.3B capacity order 🔹 AMD & OpenAI Multi-year AI chip deal + option for 10% equity stake 🔹 Oracle & OpenAI"
X Link 2025-10-08T02:14Z 15.9K followers, [----] engagements
"@Mojo_flyin Don't see any "too big to fail" story holding water in the tech world"
X Link 2025-10-08T02:37Z 15.3K followers, [--] engagements
"Yes OpenAI should invest in all the Big [--] companies and their stock prices would all rise Then the Big [--] investors could reinvest the gains from the stock appreciation back into OpenAI giving it more funding And the cycle repeats sending all the stocks to the moon. 🚀 Anyway as a private company OpenAI isnt required to disclose much to the public. 😀"
X Link 2025-10-08T02:44Z 15.4K followers, [---] engagements
"Let's do this smartly 😀😀 OpenAI should invest in all the Big [--] companies and their stock prices would all rise Then the Big [--] investors could reinvest the gains from the stock appreciation back into OpenAI giving it more funding And the cycle repeats sending all the stocks to the moon. 🚀 Anyway as a private company OpenAI isnt required to disclose much to the public O-yeah. OpenAI saves the world. 😀😀 OpenAIBig [--] Big 7OpenAI 🚀 OpenAI OpenAI The whole world economy depends on Microsoft and Oracle and Nvidia investing money into OpenAI and OpenAI using this money to rent GPUs from Oracle"
X Link 2025-10-08T02:49Z 15.9K followers, [----] engagements
"@OmerCheeema Well well. Nvidia and similarly AMD sits at the bottom of the AI stack meaning it must adopt a win-win mindset when it comes to building its ecosystem. The same principle applied to Intel during the x86 era before AMD came along and commoditized the entire market"
X Link 2025-10-08T12:22Z 15.8K followers, [----] engagements
"It is a highly unusual deal The agreement is entirely in OpenAI's favor marking a fundamental change in how the company's AI infrastructure is financed and deployed. Yes OpenAI no longer needs to spend a single dime on GPUs instead the financial markets are footing the bill. In essence investors who buy AMD shares are indirectly financing OpenAI's infrastructure buildout. Well after handing over 10% of its equity AMD does get a partner to help build out its ROCm ecosystem Still this deal is absolutely insane. https://x.com/Compute_King/status/1975426635978723493"
X Link 2025-10-09T00:30Z 15.8K followers, [---] engagements
"@zephyr_z9 Well OpenAI could get it for free from AMD theres little reason for them to keep developing it in-house"
X Link 2025-10-09T00:41Z 15.7K followers, [---] engagements
"@RnaudBertrand Yes it is already implemented by China airlines"
X Link 2025-10-10T06:57Z 15.9K followers, [---] engagements
"Shame on you. @WSJ The U.S. started the trade war with the world and started export controls to China on technology and anything they were good at. you didn't care at that time. many of your audience even cheered for it. China didn't cry then. But now when China uses the same tool to fight back you say this disrupts the global economy. Wow I can almost hear the sound of glass hearts broken. How pathetic Such blatant double standards from the West"
X Link 2025-10-10T09:21Z 16K followers, [----] engagements
"Shame on you. @RFI_Cn The U.S. started the trade war with the world and started export controls to China on technology and anything they were good at. you didn't care at that time. many of your audience even cheered for it. China didn't cry then. But now when China uses the same tool to fight back Wow I can almost hear the sound of glass hearts broken. How pathetic Such blatant double standards from the West. https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1976317012843614566 14nm256 Authors Note: This is a must-read piece. If you dont read Chinese I"
X Link 2025-10-10T09:35Z 16K followers, [---] engagements
"Bring up something new. Unfortunately that is meant to fail. Summoning allies comes at a cost. Beyond providing security guarantees the greatest price lies in economic incentives and benefits. During the Cold War the U.S. trade deficit and deindustrialization were the costs of building alliances against the Soviet Union. Today however the once-great U.S. empire has neither the willingness nor the capacity to bear such costs so are you really confident there will still be many allies willing to act as your vanguard https://x.com/RushDoshi/status/1964776985126642066"
X Link 2025-10-10T12:10Z 16.5K followers, [---] engagements
"China's Rare Earth Export Controls A "Long-Arm Jurisdiction" of Its Own May Disrupt High End Chip and Equipment Supply Chains: 14nm-and-Below Logic and 256-Layer-and-Above Memory at Risk Authors Note: This is a must-read piece. If you dont read Chinese I highly recommend using the Translate feature on X. https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1976317012843614566 14nm256 Authors Note: This is a must-read piece. If you dont read Chinese I highly recommend using the Translate feature on X. Title: China's Rare Earth Export https://t.co/ut1ewcWWPz"
X Link 2025-10-10T12:12Z 15.9K followers, [---] engagements
"Trump keeps forgetting who threw the first punch Let me remind you on September [--] the U.S. Department of Commerce announced a new rule. expanding its Entity List export restrictions to include any subsidiary at least 50% owned by a listed company. targeting China"
X Link 2025-10-10T20:46Z 16K followers, [---] engagements
"@robin_j_brooks Robin how did you even get that Senior Fellow title at @BrookingsInst Can't you just be a decent person for once instead of deliberately hiding key information from your audience"
X Link 2025-10-12T03:22Z 16.1K followers, [----] engagements
"Lmao you referred to "CHINA'S COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES." Yes CN never said "BAN" and that's consistent as always and this so-called "backed down" only proves I was right. As I said: China's measures are specifically aimed at the United States and allied governments pursuing containment policies. China's approach to other trading partners remains open: over 99.9% of commercial requests continue to receive approval. It's Washington policymakers who still cling to the"
X Link 2025-10-12T04:29Z 16.1K followers, [---] engagements
"Well Dean what's on your mind Do you really think Washington policymakers would admit that any of their policies are specifically targeting CN Also where did you see a BAN in CN announcement That's just more of a media misinterpretation. and CN corrected it. I would say the U.S. miscalculated. Apart from the BIS 50% rule announced just before the Chinese national holiday the U.S. has in fact breached the "no escalation" consensus reached in Madrid a consensus that He Lifeng and the Chinese delegation believed had established a clear "freeze" on further actions after the meeting. However after"
X Link 2025-10-12T04:55Z 16.3K followers, 13.9K engagements
"AI by/tuzhuxi [--------] Title: Analysis and Projection of the U.S.-China Trade War and the U.S. AI Bubble Author's Note: A must-read. This piece largely mirrors author's views. For non-Chinese readers the "Translate" button in Google Chrome works very well. Original Link: Table of Contents 1From Truce to Escalation: The U.S.-China Trade War 2China's Countermeasures [--] 3Various "Strange Moves" by the U.S. Government Against China Since the Madrid Talks in September [--] Why China Responded So Strongly [--] Analysis from the U.S.: Why Did the Trump Administration Take These Actions in Recent Weeks "
X Link 2025-10-12T05:52Z 16.4K followers, 10.9K engagements
"Most important thing is. the U.S. could spend a minimum of $100 billion over the next decade to rebuild not just its domestic rare earth industry but also the related power and heavy industrial base. The projected revenue however stands only at a mere $1 billion. and need to compete heavily vs. China. I can't find the economics there. probably someone could"
X Link 2025-10-12T06:25Z 16.3K followers, 16.6K engagements
"@RYANHINGSHING Nice move by CN. reenforce domestical circle"
X Link 2025-10-12T07:10Z 16K followers, [----] engagements
"@BrianTycangco Because it's a super hot topic and gets traffic driven by algorithms"
X Link 2025-10-12T07:11Z 16.1K followers, [---] engagements
"Chinas Rare Earth Controls: Building an Effective System of Enforcement Incentives and Penalties China's Ministry of Commerce has recently taken decisive action to tighten its control over the export of rare earth materials and technologies. The new measures extend far beyond raw materials they also cover products made with Chinese rare earths and technologies overseas signaling the start of a long-arm jurisdiction approach once pioneered by the United States itself. This move reflects Beijing's growing determination to translate its regulatory principles into real enforceable mechanisms a"
X Link 2025-10-12T08:30Z 16.5K followers, 14K engagements
"@The_AI_Investor AMD still has a lot of work to do on software for sure"
X Link 2025-10-12T08:42Z 16.1K followers, [---] engagements
"@HotAisle @The_AI_Investor CUDA is definitely a moat for Nvidia. at least for now. AMD need more efforts there. Wan to go AMD"
X Link 2025-10-13T00:11Z 16K followers, [--] engagements
"@iwelsh Thats capitalism ROI comes first. Right"
X Link 2025-10-13T09:04Z 16.3K followers, [---] engagements
"Mark Rutte has totally lost his mind he actually said publicly "China will force Russia under the leadership of Vladimir Vladimirovich Putin to attack NATO". As a key political figure in Dutch Rutte served as Prime Minister from [----] to [----] making him the longest-serving Dutch prime minister to date leading four consecutive coalition governments. On October [--] [----] he assumed the position of Secretary General of NATO. Rutte's rhetoric exaggerates the threat from China providing a convenient justification for so-called "national security first" measures. At its core his statement is a"
X Link 2025-10-13T16:54Z 16.4K followers, 10.7K engagements
"@unusual_whales If I remember correctly someone started this trade war first. China didnt cry back then. So why should you Come on Bessent you're representing the mighty U.S. aren't you"
X Link 2025-10-14T14:30Z 16.4K followers, [---] engagements
"Add more info. :) if anyone wants to read through. Again China's REE industry is like another TSMC. it's reached this level because of 40+ years of continuous investment bearing huge lost and a fully integrated end-to-end industrial chain. If the U.S. wants to catch up in both quality and capacity U.S. would need to replicate the entire industry from the ground up. Post 1: Post 2: Post 3: Post 4: https://x.com/Compute_King/status/1976317012843614566 https://x.com/Compute_King/status/1977932260436521287 https://x.com/Compute_King/status/1977541153466773554"
X Link 2025-10-14T16:30Z 16.4K followers, [---] engagements
"@SecScottBessent @POTUS Wrong calculation by Bessent If Trump and Bessent really believes this sht we would be deeply disappointed in U.S. leadership. they clearly have no basic understanding of how key decisions are actually made from China. https://x.com/Compute_King/status/1978125752676872248 BessentBessent Wrong calculation by Bessent If Trump and Bessent really believes this sht we would be deeply disappointed in U.S. leadership. they https://x.com/Compute_King/status/1978125752676872248 BessentBessent Wrong calculation by Bessent If Trump and Bessent really believes this sh*t we would"
X Link 2025-10-15T01:11Z 16.4K followers, [---] engagements
"@IngrahamAngle Lmao. This is a U.S. to China trade war and U.S. started. It's the U.S. that has to make a choice not the rest of the world"
X Link 2025-10-15T01:13Z 16.4K followers, [---] engagements
"Liar Doshi Endless lies. Anyone claiming that China is doing something new or unprecedented should take a look at the past six years of U.S. policy. The weaponization of supply chains began in Washington not in Beijing. It is a trade WAR U.S. started it. When the U.S. started this war China didn't cry though. so why is U.S. crying now that China is simply mirroring the restrictions Now the U.S. is crying: Oh no China added more measures to hurt us directly It's unfair unfair I can't believe they did this to us"
X Link 2025-10-15T02:21Z 16.5K followers, [----] engagements
"@zephyr_z9 Hahaha Yup China used to buy tons of soybeans from the U.S. and sounds like they turn them into cooking oil and sell it back to the U.S. Trump was simple-minded but at least straightforward"
X Link 2025-10-15T02:42Z 16.4K followers, [---] engagements
"Xinkailai Subsidiary Launches Two Domestic EDA Design Software Featuring Fully Independent Intellectual Property and Industry-Leading Core Performance Editor's Note: Trump recently mentioned weaponizing critical software tools in the trade war with China interesting times. According to Yicai Global Xinkailai's subsidiary Qiyunfang officially launched two domestic electronic design automation (EDA) software products with fully independent intellectual property at the [----] Bay Area Semiconductor Industry Ecosystem Expo. The products cover electronic circuit schematic and PCB design. Qiyunfang's"
X Link 2025-10-15T03:07Z 16.5K followers, [----] engagements
"Xinkailai Showcases at [----] Bay Area Semiconductor Expo; Subsidiaries Continue Launching High-Speed Real-Time Oscilloscopes Editor's Note: High-speed real-time oscilloscopes are core instruments in electronic testing and measurement capable of capturing signals at nanosecond and even picosecond levels. They are indispensable in semiconductor telecommunications aerospace and electronics manufacturing. China has long relied on foreign instruments in this field facing not only technological restrictions and supply chain limitations but also export control constraints. Independent development"
X Link 2025-10-15T03:31Z 16.5K followers, [----] engagements
"Lmao. Pure nonsense you need to have some self-awareness will you Why don't you take a look at all the publicly listed manufacturing companies Midea Gree BYD SAIC their financial data is all public. They operates globally but they are all being accused of overcapacity every single day. However. when Volkswagen BMW Mercedes Ford Toyota were dumping cars into China like crazy from year [----] to [----]. nobody said a word about "overcapacity" did they overcapacity. 20002019dumpovercapacity"
X Link 2025-10-15T09:17Z 16.5K followers, [----] engagements
"Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They"
X Link 2025-10-16T03:11Z 16.5K followers, 10.6K engagements
"Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are"
X Link 2025-10-16T03:34Z 16.5K followers, [----] engagements
"This is China vs. the U.S. not "China vs. the world". Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one fighting back effectively. But now the U.S. is crying to the world for help how ironic. Every other country's normal rare earth demand will have no problem getting supply approvals except the U.S. https://x.com/Compute_King/status/1978510859099111654 https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has"
X Link 2025-10-16T05:14Z 16.5K followers, [---] engagements
"@mitchpresnick Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew"
X Link 2025-10-16T05:19Z 16.5K followers, [---] engagements
"@RnaudBertrand Yup judging from his body language definitely. shaking his head his former confidence basically gone even struggling to express himself. Honestly I have never seen anything like this on Bessent before It is really quite rough for him"
X Link 2025-10-16T05:59Z 16.5K followers, [---] engagements
"@HomieCharlie Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either out of his mind or not seeing the whole picture at the negotiation table"
X Link 2025-10-16T06:46Z 16.5K followers, 12.5K engagements
"@HomieCharlie Haha insulting without using curse words I like it. 😅"
X Link 2025-10-16T06:52Z 16.5K followers, [----] engagements
"Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either not seeing the whole picture at the negotiation table. or mentally damaged by Mr. Li Cheng Gang. https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and"
X Link 2025-10-16T07:13Z 16.5K followers, [---] engagements
"Hahaha Li Chenggang is the Vice Minister of the Ministry of Commerce of the People's Republic of China. Would Bessent really call his vice minister a "low-level" official Clearly he's either not seeing the whole picture at the negotiation table. or mentally damaged by Mr. Li Cheng Gang. https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and https://x.com/Compute_King/status/1978704501139022115 https://x.com/Compute_King/status/1978704501139022115 😅 It seems Bessent and"
X Link 2025-10-16T07:16Z 16.5K followers, [---] engagements
"BessentBessent [--] Lock-InSpot-on@tig88411109 20132016TTIP 🔹 🔹 🔹 Bessent MAGA Bessent Let me get this straight. Mr. Li Cheng Gang is the Vice Minister of the Ministry of Commerce of PRC the number two in the negotiation team second only to He. Would Bessent really call his own vice minister at the negotiation table a "low-level official" Clearly Bessent either: 🔹 Didn't prepare properly and failed to grasp the full picture at the negotiation table; 🔹 Was mentally damaged by Mr. Li Cheng Gang; 🔹 Or he did it on purpose Some analysts believe this was a deliberate "naming strike" by the"
X Link 2025-10-16T14:09Z 16.5K followers, [---] engagements
"$Will Semiconductor Co. Ltd. @ismsimon http://603501.SS http://603501.SS"
X Link 2025-02-22T14:30Z [----] followers, [----] engagements
"2025.02.24 Updated Qualcomm $QCOM Start: Part [--] Part [--] Part [--] Part [--] https://x.com/Compute_King/status/1890936139382759478 https://x.com/Compute_King/status/1891452880382841153 https://x.com/Compute_King/status/1892020078167908366 https://x.com/Compute_King/status/1891673602183004258 https://x.com/Compute_King/status/1892374448759791900 Qualcomm Part [--] of [--] Non-GAAP [--] * RevenueQ1FY25116.69 * Net https://t.co/4ZLGamHJyT https://x.com/Compute_King/status/1890936139382759478 https://x.com/Compute_King/status/1891452880382841153 https://x.com/Compute_King/status/1892020078167908366"
X Link 2025-02-24T13:06Z [----] followers, [----] engagements
"@caufield1225 @oasisfeng Guess China is perfectly fine with it after all they have Huawei Xpeng BYD and Nio leading the way"
X Link 2025-02-26T09:54Z [----] followers, [---] engagements
"@CharuruCha14310 @The_AI_Investor Nah that's not true With the same budget for one NVL72 GB200 you could buy [--] H200s and with the data shown in the chart. that setup could generate around $80 million in revenue"
X Link 2025-10-10T20:29Z 18.7K followers, [--] engagements
"Yoo eye for an eye. When Mr. Trump broke the Madrid agreement last week introduced the so-called BIS 50% rule tried to corner the semiconductor supply chain with Japan and Netherlands then. he should've expected the pushback coming. Same goes for everyone else this is just the beginning. There's definitely more to come from both sides. Featuring a graphic contributed by an online user"
X Link 2025-10-10T23:21Z 16.8K followers, 26K engagements
"Yoo eye for an eye. When Mr. Trump broke the Madrid agreement last week introduced the so-called BIS 50% rule tried to corner the semiconductor supply chain with Japan and Netherlands then. he should've expected the pushback coming. Same goes for everyone else this is just the beginning. There's definitely more to come from both sides. Featuring a graphic contributed by an online user"
X Link 2025-10-10T23:22Z 16.8K followers, 11.1K engagements
"Other than the BIS 50% rule the U.S. actually broke the mutual agreement in Madrid. U.S. has been pulling a lot of small moves including but not limited to adding new entity list trying to disrupt the semiconductor supply chain from Japan and Netherlands to China collecting port fees starting October [--] and imposing 100% to 150% tariffs on Chinese port cranes and truck chassis. From China's perspective this means. those negotiators are completely untrustworthy. Given all this Mr. Trump should have expected some major pushback"
X Link 2025-10-11T01:11Z 16.8K followers, 26K engagements
"If you really understand this industry you'd know that to make such a deal work you'd have to invest at least $15 billion over the next decade. building an entire ecosystem from power generation refining to complete heavy industry. And that so-called $1 billion purchase Its not annual its spread over ten years. Alright then good luck with that"
X Link 2025-10-12T08:51Z 17.2K followers, 12.4K engagements
"Well said Arnaud. and pretty good analysis 🫰 Lol where's the free market now Masks off it's a jungle out there. But still it is hard to believe the Dutch are actually bold enough to go after China Oh I forgot these guys used to be pirates back in the old days. But hey don't forget you got ASML NXP Shell ING Philips and Heineken all operating in China too. they are probably shaking right now. ASMLNXP Heihei Dutch this is about to get very interesting Gotta say in China robbery is treated as a serious crime offenders can face many years in prison. Good luck Dutch This is an extraordinarily"
X Link 2025-10-13T09:03Z 16.8K followers, 63K engagements
"China sanctioned ONLY the U.S. subsidiary of Hanwha Ocean Co and they should have known exactly what they were doing to China"
X Link 2025-10-14T06:04Z 16.9K followers, [----] engagements
"Hanwha U.S. subsidiaries got restricted because they helped the U.S. in every possible way to target Chinas shipbuilding industry bad for both countries and only fueled tensions. Also let me guess the end game: unfortunately for Hanwha the restrictions probably won't be lifted even if both countries eventually withdraw their sanctions to each other. A perfect example of why you should NOT do things that hurt China while harming yourself"
X Link 2025-10-14T06:40Z 16.9K followers, [----] engagements
"Lmao. Hanwha U.S. subsidiaries got restricted because they helped the U.S. in every possible way to target China's shipbuilding industry Bad for both countries and only fueled tensions. Also let me guess the end game: unfortunately for Hanwha the restrictions probably won't be lifted even if both countries eventually withdraw their sanctions to each other. A perfect example of why you should NOT do things that hurt China while harming yourself By the way one simple finding by @fanpy here. based on public evidence: [--] Earlier in [----] the USTR collected public comments regarding the Proposed"
X Link 2025-10-14T14:54Z 16.9K followers, [----] engagements
"@zephyr_z9 Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it"
X Link 2025-10-16T05:17Z 17.5K followers, [----] engagements
"@wangzhian8848 Hahaha. Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember it was the U.S. that started the trade war against the world and it's been especially hostile toward China. China didn't cry and China is just the one https://x.com/Compute_King/status/1978660116821144024 @TrumpWarRoom Liar. put away that narrative this is China vs. the U.S. not "China vs. the world". https://t.co/wxFidxPQ17 Remember"
X Link 2025-10-16T05:18Z 17.5K followers, [----] engagements
"@OopsGuess Super well said. Honestly. from what we heard. This Bessent has been mentally damaged by Mr. Li Chenggang. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew. https://x.com/Compute_King/status/1978510859099111654 @USTradeRep Hahaha they totally panicked. They are accusing "The U.S. has complied China has not complied". The decline in influence is far too obvious this is not the U.S. we knew"
X Link 2025-10-16T05:20Z 17.6K followers, [---] engagements
"@RnaudBertrand 😅 Poor Bessent just mentally damaged by Mr. Li Chenggang and now break again by Nirmala from India"
X Link 2025-10-16T05:27Z 17.5K followers, [----] engagements
"😅 It seems Bessent and Trumps negotiation team have been mentally wrecked by Mr. Li Chenggang. Look at the video just judging from his body language definitely. shaking his head his former confidence basically gone even struggling to express himself. Honestly I have never seen anything like this on Bessent before It is really quite rough for him. Usa-Cina Scott #Bessent ha usato dura parole contro contro Li Chenggang un altro funzionario commerciale cinese definendolo un "diplomatico lupo-guerriero squilibrato". "Si presentato a Washington e ha detto la Cina causer il caos globale se le"
X Link 2025-10-16T06:08Z 17.1K followers, 329.1K engagements
"BessentBessent [--] [--] Lock-InSpot-on@tig88411109 20132016TTIP 🔹 🔹 🔹 BessentMAGA Bessent Let me get this straight. Mr. Li Cheng Gang is the Vice Minister of the Ministry of Commerce of PRC the number two in the negotiation team second only to He. Would Bessent really call the vice minister at the negotiation table a "a low level trade person who is slightly unhinged here" Clearly Bessent either: 🔹 Didn't prepare properly and failed to grasp the full picture at the negotiation table; 🔹 Was mentally damaged by Mr. Li Cheng Gang; 🔹 Or he did it on purpose Some analysts believe this was a"
X Link 2025-10-16T14:16Z 16.8K followers, 154.8K engagements
"Author's note: Let me introduce another typical anti-China person: Shyam Sankar originally from Indian he currently serves as Chief Technology Officer (CTO) and Executive Vice President at Palantir and is also a Trustee of the Hudson Institute. As we've discussed before the strong anti-China sentiment among Indian originated Americans can be understood through two underlying factors: 🔹 Geopolitical rivalry: Indians generally view China as a regional strategic competitor and this adversarial mindset carries over with their immigrant identity into U.S. society; 🔹 Pressure to integrate into"
X Link 2025-10-18T12:14Z 16.8K followers, [---] engagements
"Those people came from "Zion Church". Search the news and there was a lot of news about the "Hydrogen Peroxide Incident" on Zion Church. In July [----] just after the Fifth World Chinese Evangelical Conference concluded at the Hong Kong Convention and Exhibition Centre the Hong Kong Short-Term Christian Mission Training Centre began receiving a series of urgent requests for help from members of Hong Kong's "Zion Church". These church members following the guidance of Zion Church were consuming a daily measured dose of hydrogen peroxide solution claiming it could eliminate latent bacteria and"
X Link 2025-10-19T12:59Z 16.8K followers, [---] engagements
"@bozhang0407 @MFA_China @shaunrein @RnaudBertrand Well that's true tho"
X Link 2025-10-19T16:05Z 16.8K followers, [---] engagements
"Exactly. China is going. So Tesla is expanding its super-factory in Shanghai BASF invested [--] billion in Guangdong and Apple's CEO was in Beijing just a few days ago seeking cooperation. What a "flight" [---] """
X Link 2025-10-20T01:33Z 16.8K followers, [--] engagements
"@mariocavolo . Foreigners could now link their foreign credit cards to Alipay and practically buy anything they want. She is doing this deliberately"
X Link 2025-10-20T08:51Z 16.8K followers, [--] engagements
"Nah the name Byron comes from the Old English byrum or byre meaning "cowshed" or "farm outbuilding". In other words it originally referred to "someone who lived next to the cowshed". No wonder expecting someone who "lived next to the cowshed" to think independently might be asking a bit too much. No surprise hes all noise and nonsense. As for Victor Gao he speaks plainly and directly. Can't handle it Well that's your problem. Byronbyrumbyre Victor Gao"
X Link 2025-10-20T13:48Z 17.5K followers, [---] engagements
"@MPIainDS Yup Victor has been really straightforward and honest"
X Link 2025-10-21T05:09Z 16.8K followers, [---] engagements
"@PDXFato @ZichenWanghere Better to say. China didn't have the tools to fight back before. Now China has a complete system in place from laws to practical enforcement fully prepared"
X Link 2025-10-22T13:18Z 16.9K followers, [---] engagements
"Underground church what did they expect Isn't legal compliance supposed to be the first thing you think about in the U.S. Shouldn't they have consulted a legal advisor before even starting They can gather all those old anti-China gangsters here but it won't make any difference. it won't pressure anyone and it certainly won't change the outcome. If they actually want to help his father-in-law and not just put on a show their top priority right now should be hiring him a good lawyer"
X Link 2025-10-23T03:54Z 16.9K followers, [---] engagements
"Yo unlike what your little brain might have been fed by stup*d propaganda Chinese live happy lives here food and healthcare are quite affordable. If you're lucky enough to be in China see the buildings and high-speed railways you'd realize how misguided it is to keep Taiwan on your "Chinese reference list". Yup unlike the U.S. over 95% of the population approves of CPP leadership. On the other hand. U.S. people really deserve a better life not rising grocery healthcare and tuition prices. This is just too bad and they certainly don't deserve a chaotic president whose friends made huge"
X Link 2025-10-23T05:46Z 16.9K followers, [---] engagements
"Wow. now Cruz. all those old anti-China gangsters pops out. But Underground church what did they expect Isn't legal compliance supposed to be the first thing you think about in the U.S. Shouldn't they have consulted a legal advisor before even starting They can gather all those old anti-China gangsters in U.S. but it won't make any difference. it won't pressure anyone and it certainly won't change the outcome. If they actually want to help his father-in-law and not just put on a show their top priority right now should be hiring him a good lawyer"
X Link 2025-10-23T06:15Z 16.9K followers, [---] engagements
"Dear customers Nexperia China entities as Chinese enterprises with deep-rooted operations in China and global strategies strictly adheres to Chinese laws operating legally in compliance and independently. Our foremost priority has always been the interests of our customers. At present Nexperia China's manufacturing and business activities are proceeding in an orderly manner; the board management and all employees are making every efforts to ensure the stability of the supply chain for our valued customers. However it is deeply regrettable that the current management at Nexperia Netherlands"
X Link 2025-10-23T06:24Z 17.7K followers, 62.8K engagements
"@Dialectscore91 @MediaUnlock me too. 😅"
X Link 2025-10-23T08:33Z 16.9K followers, [---] engagements
"X75.4X19. A female foreign friend shared a video of her experience getting a check-up at a public hospital in China. Her examination at a major hospital included an ECG blood tests and an X-ray. With only her passport and no health insurance the total cost came to just $75.40 with the X-ray alone costing only $19. This completely threw an American streamer off who immediately started criticizing the U.S. healthcare system"
X Link 2025-10-24T09:11Z 17.5K followers, 160.8K engagements
"This morning the Chinese delegation arrived in Malaysia. In the video footage Vice Premier He Lifeng and Vice Minister of Commerce as well as China's International Trade Representative Li Chenggang can be seen entering the negotiation venue together. Beseent's nightmare is about to replay once again"
X Link 2025-10-25T06:49Z 17.2K followers, 20.4K engagements
"@kakashiii111 Couldn't agree more. Frankly speaking Taiwan needs to make real adjustments to fit into this new global reality"
X Link 2025-10-25T07:13Z 17K followers, [---] engagements
"@IK929087 @Deep_Star_Six yup. no sh*t the target is not "Hassanabi" at all. the target is "China". Seems saying anything good about China "unleashes the dark corners of the internet with this tweet". as Angel said @Deep_Star_Six Haha"
X Link 2025-10-25T07:51Z 17K followers, [--] engagements
"Dick Schoof CEO Dutch Prime Minister Dick Schoof in an interview The Dutch openly rob a Chinese company and then try to blame on its Chinese CEO What kind of pirate logic is this Those people sucking up to the U.S. and completely out of touch with reality"
X Link 2025-10-25T14:48Z 17K followers, [--] engagements
"@jenzhuscott Jen. this guys serious replied you on this post How does this guy even have the "face" to speak again"
X Link 2025-10-26T01:50Z 17.2K followers, [----] engagements
"@ZichenWanghere Very few hallucinations Not for me. I still have to verify every fact ChatGPT comes up with"
X Link 2025-10-26T09:35Z 17.1K followers, [---] engagements
"26 [---] Li Chenggang: China and the U.S. Have Reached Initial Consensus on Relevant Issues Xinhua News Li Chenggang China's Vice Minister of Commerce and International Trade Representative said on the 26th that the Chinese and U.S. economic and trade teams had conducted in-depth and candid discussions and exchanges on issues of mutual concern. According to Li the talks covered a wide range of topics including export control issues of mutual concern further extension of the suspension period for reciprocal tariffs issues related to fentanyl tariffs and anti-fentanyl cooperation expanding"
X Link 2025-10-26T09:56Z 17.3K followers, 95.9K engagements
"@RYANHINGSHING Summary of Key Updates from Today's Trade Talks Between Li Chenggang and Bessent. https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9"
X Link 2025-10-26T14:09Z 17.2K followers, [---] engagements
"Summary of Key Updates from Today's Trade Talks Between China and U.S. Author's Note: This is a must-read piece. If you don't read Chinese I highly recommend using the "Translate" feature on X. 😀 https://x.com/Compute_King/status/1982446012817093080 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9 https://x.com/Compute_King/status/1982446012817093080 https://x.com/Compute_King/status/1982446012817093080 [--] [---] https://t.co/QM5DKvS6f9"
X Link 2025-10-26T15:04Z 17.2K followers, [---] engagements
"The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other"
X Link 2025-10-27T04:47Z 17.2K followers, [----] engagements
"Well. Arnaud the first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service"
X Link 2025-10-27T04:48Z 17.2K followers, [----] engagements
"The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other"
X Link 2025-10-27T05:09Z 17.2K followers, [----] engagements
"The first ship of the Nimitz-class aircraft carriers USS Nimitz (CVN-68) was commissioned on May [--] [----]. As of October [----] it has been in service for [--] years and [--] months. The class was originally designed for a service life of around [--] years. The USS Nimitz was initially scheduled for retirement in [----] but due to delays in the construction of the Ford-class carriers its decommissioning has been postponed to May [----]. The USS Dwight D. Eisenhower (CVN-69) has been in service for [--] years and was originally set to retire in [----] but it is now expected to remain in service until [----]. Other"
X Link 2025-10-27T05:11Z 17.2K followers, [---] engagements
"@interjc @mranti Cryptocurrency - Support digital currency trading"
X Link 2025-10-27T07:07Z 17.2K followers, [---] engagements
"Wei Lingling@Lingling_Wei Seriously does Wei Lingling even understand Chinese As a professional journalist her take is so far off that its hard to believe she actually read the original context. Seems like shes more interested in bashing the Chinese government than reporting objectively. @Lingling_Wei Here is the link to the full document of "The Communist Party of China Central Committees Proposals for Formulating the 15th Five-Year Plan for National Economic and Social Development". I just don't know what's going on in Wei Lingling's mind. I truly have no idea. As clearly shown in the full"
X Link 2025-10-29T09:06Z 17.2K followers, [----] engagements
"@janet_e_egan Same logic applies: the U.S. may have the technology to make 3nm chips to power its AI data centers. China shouldn't supply any rare earths they rely on to do it. AI 3nm"
X Link 2025-10-29T22:27Z 17.5K followers, [---] engagements
"If that's true it simply means the balance of power is shifting. Yes the U.S. may have the technology to produce 3nm chips to fuel its AI data centers but technology alone isn't enough. Without access to China's rare earths even the most advanced fabs would struggle to sustain large-scale production. In the end it's not just about who holds the technology but who controls the key resources that make the technology possible. 3nmAI"
X Link 2025-10-29T22:33Z 17.5K followers, [---] engagements
"@pstAsiatech It's great to see their return to China"
X Link 2025-10-31T09:09Z 17.4K followers, [---] engagements
"AMD There's no such thing as a "reliable supplier". Companies like TSMC NVIDIA and AMD can all turn into "unreliable suppliers" the moment a political order comes down. Lmao Outlets like The New York Times and The Wall Street Journal are still trapped in their own narrative bubbles the deeper they play in them the less they see what's really going on. Time to face it bro. the world has changed"
X Link 2025-11-01T05:36Z 17.3K followers, [----] engagements
"Nexperia The White House is reportedly planning to announce that Dutch chipmaker Nexperia's factory in China will resume shipments. LMAO what does this have to do with the White House Dutch have to return the company control to Wingtech first then China can talk about anything else"
X Link 2025-11-01T07:49Z 17.3K followers, [----] engagements
"Read the actual news below November [--] at press briefing a spokesperson for China's Ministry of Commerce (MOFCOM) addressed questions regarding Nexperia. LMAO. The White House is reportedly planning to announce that Dutch chipmaker Nexperia's factory in China will resume shipments What a shame. The White House was the one that started all this with the BIS 50% rule and now they settle the deal with China. and they are not in any position to make announcements about it. Dutch hand the company control back to Wingtech first then China might consider talking about anything else. [---] BIS 50% "
X Link 2025-11-01T08:25Z 17.3K followers, [----] engagements
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