[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@zephyr_z9](/creator/twitter/zephyr_z9) "@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946072085455081714) 2025-07-18 04:58:36 UTC 6664 followers, XXX engagements "Model companies backed by VCs- Zhipu Minimax Stepfun Baichuan Moonshot XX XX & Baichuan are out of the race Minimax is a bit behind on LLMs (Still ahead of Meta) Next Deepseek moment will come from Bytedance or Zhipu or Stepfun"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944977706745057380) 2025-07-15 04:29:55 UTC 6649 followers, 1842 engagements "@randomusernamw Whatever access they have isn't enough If China wants to win the AI race or have AI sovereignty then they need to give DS at least 100-200 EFLOPs Otherwise they will remain dependent on US just like semicon (Intel AMD Nvidia)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945707831405203663) 2025-07-17 04:51:11 UTC 6654 followers, XXX engagements "The next breakout success will come from Bytedance or Stepfun or Zhipu (Bytedance is very obvious)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945870398719164573) 2025-07-17 15:37:10 UTC 6652 followers, 6187 engagements "Pretty damn good image generator from AMD"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947360537941315628) 2025-07-21 18:18:27 UTC 6654 followers, 1976 engagements "Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945705969411117276) 2025-07-17 04:43:47 UTC 6650 followers, 8885 engagements "@CyberVerse91 startups yes Bytedance alone had over 500K H100 equivalents in 2024"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947705228121543053) 2025-07-22 17:08:07 UTC 6654 followers, XX engagements "1.6 is quite good I doubt they will do a global launch before Tiktok deal is closed Deepseek got attacked in DC a lot after R1 and was used as a pretext for more export controls Bytedance doesn't want the attention especially to their compute buildout in SEA and LATAM"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946066155946619054) 2025-07-18 04:35:02 UTC 6650 followers, 1329 engagements "very interesting Why is OAI ditching them Security vulnerability"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944311247480271204) 2025-07-13 08:21:39 UTC 6656 followers, 1563 engagements "@brickroad7 The guy I QTed is a VC Training models is expensive and has negative returns rn but it is essential as it enables others to build on top of it China can rely on American models So if LLM training stops in China (companies start focusing on application layer- cheaper and easy ROI)"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945763800667529376) 2025-07-17 08:33:35 UTC 6675 followers, XXX engagements "Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944984472186765725) 2025-07-15 04:56:48 UTC 6649 followers, 1192 engagements "@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946107310759407761) 2025-07-18 07:18:34 UTC 6669 followers, XXX engagements "The third will come from Bytedance or Stepfun"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944781625663066594) 2025-07-14 15:30:46 UTC 6649 followers, 1238 engagements "Need to invest at least $100B-$150B Mistral is too small"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1948108606395854891) 2025-07-23 19:51:00 UTC 6675 followers, 1022 engagements ""The free version of ChatGPT is used by the vast majority of the platform's 500m weekly active users" The masses need a taste of GPT-5 rather than eating 4o mini slop"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947506959101607979) 2025-07-22 04:00:16 UTC 6662 followers, 1502 engagements "@teortaxesTex If Cambricon can cross $50B mcap with way less revenue then Unitree can cross it to U are not familiar with Chinese stock pumps"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946390261443240302) 2025-07-19 02:02:55 UTC 6675 followers, 1113 engagements "Qwen bros are also very confident about their coding model"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1943695016825851956) 2025-07-11 15:32:58 UTC 6650 followers, 1011 engagements ""vision forms a core pillar of Chinas Eastern Data Western Computing initiative." XX GW for DCs"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946743189312094236) 2025-07-20 01:25:19 UTC 6649 followers, 3407 engagements "The OG Ascend XXX NPU was ahead of its time Next year will be a big comeback for them"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946965863002939662) 2025-07-20 16:10:09 UTC 6649 followers, 1698 engagements "Now I'm really wondering if Robin Brooks was finessing & lying about Russian sanction evasion using these graphs Will have to cross-check with Russian imports from these countries"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946900767409119565) 2025-07-20 11:51:29 UTC 6650 followers, 2267 engagements "Grok X big launch fizzled Kimi & Qwen are doing great"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1948104328692093220) 2025-07-23 19:34:00 UTC 6675 followers, 15.9K engagements "Xai has already broken $20/$200 mark Others will raise too"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946897731261542476) 2025-07-20 11:39:25 UTC 6647 followers, 2238 engagements "This is the final output right They haven't published all the tokens it generated while solving the problem"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946635170859425992) 2025-07-19 18:16:06 UTC 6648 followers, 2077 engagements "Not in training Huawei 910C/920 is the only option now Inference rollouts will reach XX% of the training compute required for most companies by EOY Grok X is already at XX% H20s will help Chinese companies a lot here as the production volume for local alternatives is low in 2025"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945309687634911595) 2025-07-16 02:29:06 UTC 6645 followers, 1456 engagements "@basedjensen OAI hasn't even deployed $50B this year (5 months still left) OAI is certainly facing delays The article may have exaggerated the situation But the chances of $100B being deployed this year are quite low"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947561698950631781) 2025-07-22 07:37:47 UTC 6675 followers, XXX engagements "China should stop the development of the Type XXX carrier and J-36/J-50 as it doesn't have a clear financial ROI and it is fiscally irresponsible"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946057522424811980) 2025-07-18 04:00:44 UTC 6647 followers, 3758 engagements "@ThePoliEcon the short-term demand for AI GPUs is too high Chinese players can't meet it If the ban persisted then it would have jeopardized DC deployment in 2H25 Ascend 910Bs and the small startups will get buried 910Cs & CM384 are OK Big release for Huawei Ascend XXX in 1Q26"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945166316811509880) 2025-07-15 16:59:24 UTC 6649 followers, XXX engagements "@vikramskr @rwang07 Journey and Black Sesame are doing quite great in that area (ADAS + edge + humanoids) They have good products Xpeng will power their IRON humanoids with their Turing chips as well"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945505521349664870) 2025-07-16 15:27:16 UTC 6670 followers, XXX engagements "@ThePoliEcon read this from a Bytedance guy"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945166463066591389) 2025-07-15 16:59:58 UTC 6649 followers, XXX engagements "Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946052074636189721) 2025-07-18 03:39:05 UTC 6675 followers, 1335 engagements "Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1926620038762582522) 2025-05-25 12:43:06 UTC 6648 followers, 11.2K engagements "A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946046756548231377) 2025-07-18 03:17:57 UTC 6675 followers, 5321 engagements "They will reach parity with TEL and LAM in etch by the end of this year U should watch or read the Q1 earnings call from the CEO"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947949444160262441) 2025-07-23 09:18:33 UTC 6675 followers, 1700 engagements "This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946401158853214340) 2025-07-19 02:46:13 UTC 6656 followers, 4696 engagements "@casper_hansen_ who Tencent or is it the coding model from Alibaba"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947700763121356858) 2025-07-22 16:50:23 UTC 6675 followers, 2870 engagements "@Jukanlosreve Fixed focus is generally right about semiconductor stuff Could be true I hope DCS confirms it"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946885788991623459) 2025-07-20 10:51:58 UTC 6642 followers, XXX engagements "They are more detailed about their solutions and process @doomslide @_xjdr"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947893557072957636) 2025-07-23 05:36:28 UTC 6675 followers, 1021 engagements "@okaythenme @brickroad7 they are not poaching from China But Big Tech is going on the offensive and using its balance sheet It will strain the finances of startups like OpenAI Anthropic XAI"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947923893584597107) 2025-07-23 07:37:01 UTC 6665 followers, XXX engagements "@GlennLuk Just imagine the financial risk Oracle is taking to build XXX GW of DC capacity Over $250B for assets(GPU) that depreciate in less than X years"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947862761964507228) 2025-07-23 03:34:06 UTC 6675 followers, XXX engagements "Bytedance has a great & cheap proprietary model And considering the quality of papers they are churning out Doubou XXX will be lit No point in comparing Bytedance with wrapper producers"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945394903544160493) 2025-07-16 08:07:43 UTC 6649 followers, 1424 engagements "So Qwen also gets the frontier lab designation now @xeophon_ @Presidentlin"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947361576916554177) 2025-07-21 18:22:34 UTC 6675 followers, 12.2K engagements "Oracle is taking a huge risk by spending $250B to build XXX GW of DC capacity for OpenAI Will take X years to recoup the cost And financing this will be crazy hard"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947685804048105510) 2025-07-22 15:50:56 UTC 6675 followers, 1924 engagements "@DrFrederickChen XXX MTr/mm2 (leak) N2 was XX MTr/mm2 Waiting for Mate XX or Ascend XXX will give us a better picture"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946959660181025271) 2025-07-20 15:45:30 UTC 6662 followers, 1016 engagements "@brickroad7 Asml has a huge install base in China"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947115745676341526) 2025-07-21 02:05:44 UTC 6648 followers, XXX engagements "My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946541190322721185) 2025-07-19 12:02:39 UTC 6675 followers, 27K engagements ""more advanced chips into China over time" 😉🤫"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1945417383990251815) 2025-07-16 09:37:03 UTC 6652 followers, 2005 engagements "How many GPUs will be required for a 1e26 training run 2T MoE/50B active in X months"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944621347763810732) 2025-07-14 04:53:53 UTC 6671 followers, 2219 engagements "U need to spend at least $20B to create a better smartphone than Apple/Samsung Poaching talent will be hard and u will be sued into oblivion for patents"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1944577028826784120) 2025-07-14 01:57:46 UTC 6655 followers, 1949 engagements "not really Deepseek open sources because of Liang Wenfeng's ethos Qwen also has a robust open source culture which got strengthened when R1 came out They now release their Max models as well Same for Moonshot"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947902092355768408) 2025-07-23 06:10:23 UTC 6675 followers, 1945 engagements "@Why__Knot @teortaxesTex Is a ghost optimizing and creating new breakthroughs in EUV tech Japan own the whole EUV supply chain except the litho tool Nabtesco (founded in 2003) supplies the gearbox for most robots"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1919893615540584855) 2025-05-06 23:14:42 UTC 6648 followers, XXX engagements "This also means that Grok can't open source any model legally"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947705798148427812) 2025-07-22 17:10:23 UTC 6675 followers, 9451 engagements "Very good article But China isn't a big opportunity for Nvidia in robotics and autonomy Chinese gov and the corporations don't want a repeat of the AI GPU situation They are actively trying to derisk"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947738836060278795) 2025-07-22 19:21:40 UTC 6675 followers, 1409 engagements "Bruh Dawg had to collateralize the IP It will be so dystopian if a lab creates AGI but can't generate enough financial returns to pay off the debt so the bank takes away the IP 💀💀💀"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947698327660921233) 2025-07-22 16:40:42 UTC 6675 followers, 7494 engagements "@nntaleb this spike is due to Nauru buying tuna ships from China"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946641702024069545) 2025-07-19 18:42:03 UTC 6665 followers, 2408 engagements "He should have sold some Tesla stock rather than collateralizing the IP Even after all this the interest rate on that loan is XXXX% Unnecessary risk"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1947700307875795390) 2025-07-22 16:48:34 UTC 6671 followers, 1582 engagements "6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946397599025803711) 2025-07-19 02:32:04 UTC 6655 followers, 1416 engagements "If the restrictions on Huawei were never placed in 2018-2020 Nvidia wouldn't be a $4T company"  [@zephyr_z9](/creator/x/zephyr_z9) on [X](/post/tweet/1946965566977421725) 2025-07-20 16:08:58 UTC 6648 followers, 3202 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@zephyr_z9
"@DoggyDog1208 @teortaxesTex @dragoninvest470 I never said nobody But they certainly didn't extend their support towards them The government started focusing on GenAI/LLM after R1 dropped"
@zephyr_z9 on X 2025-07-18 04:58:36 UTC 6664 followers, XXX engagements
"Model companies backed by VCs- Zhipu Minimax Stepfun Baichuan Moonshot XX XX & Baichuan are out of the race Minimax is a bit behind on LLMs (Still ahead of Meta) Next Deepseek moment will come from Bytedance or Zhipu or Stepfun" @zephyr_z9 on X 2025-07-15 04:29:55 UTC 6649 followers, 1842 engagements
"@randomusernamw Whatever access they have isn't enough If China wants to win the AI race or have AI sovereignty then they need to give DS at least 100-200 EFLOPs Otherwise they will remain dependent on US just like semicon (Intel AMD Nvidia)" @zephyr_z9 on X 2025-07-17 04:51:11 UTC 6654 followers, XXX engagements
"The next breakout success will come from Bytedance or Stepfun or Zhipu (Bytedance is very obvious)" @zephyr_z9 on X 2025-07-17 15:37:10 UTC 6652 followers, 6187 engagements
"Pretty damn good image generator from AMD" @zephyr_z9 on X 2025-07-21 18:18:27 UTC 6654 followers, 1976 engagements
"Here's the list Startups: Deepseek Moonshot GLM Big Tech: Bytedance Alibaba Potential: Tencent Stepfun Minimax" @zephyr_z9 on X 2025-07-17 04:43:47 UTC 6650 followers, 8885 engagements
"@CyberVerse91 startups yes Bytedance alone had over 500K H100 equivalents in 2024" @zephyr_z9 on X 2025-07-22 17:08:07 UTC 6654 followers, XX engagements
"1.6 is quite good I doubt they will do a global launch before Tiktok deal is closed Deepseek got attacked in DC a lot after R1 and was used as a pretext for more export controls Bytedance doesn't want the attention especially to their compute buildout in SEA and LATAM" @zephyr_z9 on X 2025-07-18 04:35:02 UTC 6650 followers, 1329 engagements
"very interesting Why is OAI ditching them Security vulnerability" @zephyr_z9 on X 2025-07-13 08:21:39 UTC 6656 followers, 1563 engagements
"@brickroad7 The guy I QTed is a VC Training models is expensive and has negative returns rn but it is essential as it enables others to build on top of it China can rely on American models So if LLM training stops in China (companies start focusing on application layer- cheaper and easy ROI)" @zephyr_z9 on X 2025-07-17 08:33:35 UTC 6675 followers, XXX engagements
"Which company is this 300K B30s (will probably get canceled now that H20E is available) They are not Baidu Tencent or Alibaba Then is it Bytedance" @zephyr_z9 on X 2025-07-15 04:56:48 UTC 6649 followers, 1192 engagements
"@teortaxesTex Robin brooks is always wrong He was talking about Russia falling into a recession and China devaluing Yuan after Trump tariffs Both didn't happen" @zephyr_z9 on X 2025-07-18 07:18:34 UTC 6669 followers, XXX engagements
"The third will come from Bytedance or Stepfun" @zephyr_z9 on X 2025-07-14 15:30:46 UTC 6649 followers, 1238 engagements
"Need to invest at least $100B-$150B Mistral is too small" @zephyr_z9 on X 2025-07-23 19:51:00 UTC 6675 followers, 1022 engagements
""The free version of ChatGPT is used by the vast majority of the platform's 500m weekly active users" The masses need a taste of GPT-5 rather than eating 4o mini slop" @zephyr_z9 on X 2025-07-22 04:00:16 UTC 6662 followers, 1502 engagements
"@teortaxesTex If Cambricon can cross $50B mcap with way less revenue then Unitree can cross it to U are not familiar with Chinese stock pumps" @zephyr_z9 on X 2025-07-19 02:02:55 UTC 6675 followers, 1113 engagements
"Qwen bros are also very confident about their coding model" @zephyr_z9 on X 2025-07-11 15:32:58 UTC 6650 followers, 1011 engagements
""vision forms a core pillar of Chinas Eastern Data Western Computing initiative." XX GW for DCs" @zephyr_z9 on X 2025-07-20 01:25:19 UTC 6649 followers, 3407 engagements
"The OG Ascend XXX NPU was ahead of its time Next year will be a big comeback for them" @zephyr_z9 on X 2025-07-20 16:10:09 UTC 6649 followers, 1698 engagements
"Now I'm really wondering if Robin Brooks was finessing & lying about Russian sanction evasion using these graphs Will have to cross-check with Russian imports from these countries" @zephyr_z9 on X 2025-07-20 11:51:29 UTC 6650 followers, 2267 engagements
"Grok X big launch fizzled Kimi & Qwen are doing great" @zephyr_z9 on X 2025-07-23 19:34:00 UTC 6675 followers, 15.9K engagements
"Xai has already broken $20/$200 mark Others will raise too" @zephyr_z9 on X 2025-07-20 11:39:25 UTC 6647 followers, 2238 engagements
"This is the final output right They haven't published all the tokens it generated while solving the problem" @zephyr_z9 on X 2025-07-19 18:16:06 UTC 6648 followers, 2077 engagements
"Not in training Huawei 910C/920 is the only option now Inference rollouts will reach XX% of the training compute required for most companies by EOY Grok X is already at XX% H20s will help Chinese companies a lot here as the production volume for local alternatives is low in 2025" @zephyr_z9 on X 2025-07-16 02:29:06 UTC 6645 followers, 1456 engagements
"@basedjensen OAI hasn't even deployed $50B this year (5 months still left) OAI is certainly facing delays The article may have exaggerated the situation But the chances of $100B being deployed this year are quite low" @zephyr_z9 on X 2025-07-22 07:37:47 UTC 6675 followers, XXX engagements
"China should stop the development of the Type XXX carrier and J-36/J-50 as it doesn't have a clear financial ROI and it is fiscally irresponsible" @zephyr_z9 on X 2025-07-18 04:00:44 UTC 6647 followers, 3758 engagements
"@ThePoliEcon the short-term demand for AI GPUs is too high Chinese players can't meet it If the ban persisted then it would have jeopardized DC deployment in 2H25 Ascend 910Bs and the small startups will get buried 910Cs & CM384 are OK Big release for Huawei Ascend XXX in 1Q26" @zephyr_z9 on X 2025-07-15 16:59:24 UTC 6649 followers, XXX engagements
"@vikramskr @rwang07 Journey and Black Sesame are doing quite great in that area (ADAS + edge + humanoids) They have good products Xpeng will power their IRON humanoids with their Turing chips as well" @zephyr_z9 on X 2025-07-16 15:27:16 UTC 6670 followers, XXX engagements
"@ThePoliEcon read this from a Bytedance guy" @zephyr_z9 on X 2025-07-15 16:59:58 UTC 6649 followers, XXX engagements
"Doggy forgot to add Cambricon & Enflame But the biggest bottleneck for these GPU designers is the lack of mature software Only Huawei's CANN and Baidu's PaddlePaddle have some level of maturity" @zephyr_z9 on X 2025-07-18 03:39:05 UTC 6675 followers, 1335 engagements
"Nabtesco Corporation (2003) was formed from the merger of NABCO (1925) which specialized in fluid and pneumatic control technology and Teijin Seiki Co. (1944) which specialized in cutting and assembly technology. Nabtesco is the largest manufacturer of precision cycloidal" @zephyr_z9 on X 2025-05-25 12:43:06 UTC 6648 followers, 11.2K engagements
"A paranoid China would have financed the R&D for its top X WFE companies and fabs They would have forced the small GPU startups to adopt open-source software for their GPUs rather than wasting resources on developing multiple immature closed source frameworks They would have/" @zephyr_z9 on X 2025-07-18 03:17:57 UTC 6675 followers, 5321 engagements
"They will reach parity with TEL and LAM in etch by the end of this year U should watch or read the Q1 earnings call from the CEO" @zephyr_z9 on X 2025-07-23 09:18:33 UTC 6675 followers, 1700 engagements
"This is a very funny and wrong graph Memory bandwidth Nvidia H100- XXX Tb/s Nvidia H20- XXX Tb/s Ascend 910C- XXX Tb/s In terms of inference 910C and H100 are evenly matched as SiliconFlow has shown" @zephyr_z9 on X 2025-07-19 02:46:13 UTC 6656 followers, 4696 engagements
"@casper_hansen_ who Tencent or is it the coding model from Alibaba" @zephyr_z9 on X 2025-07-22 16:50:23 UTC 6675 followers, 2870 engagements
"@Jukanlosreve Fixed focus is generally right about semiconductor stuff Could be true I hope DCS confirms it" @zephyr_z9 on X 2025-07-20 10:51:58 UTC 6642 followers, XXX engagements
"They are more detailed about their solutions and process @doomslide @_xjdr" @zephyr_z9 on X 2025-07-23 05:36:28 UTC 6675 followers, 1021 engagements
"@okaythenme @brickroad7 they are not poaching from China But Big Tech is going on the offensive and using its balance sheet It will strain the finances of startups like OpenAI Anthropic XAI" @zephyr_z9 on X 2025-07-23 07:37:01 UTC 6665 followers, XXX engagements
"@GlennLuk Just imagine the financial risk Oracle is taking to build XXX GW of DC capacity Over $250B for assets(GPU) that depreciate in less than X years" @zephyr_z9 on X 2025-07-23 03:34:06 UTC 6675 followers, XXX engagements
"Bytedance has a great & cheap proprietary model And considering the quality of papers they are churning out Doubou XXX will be lit No point in comparing Bytedance with wrapper producers" @zephyr_z9 on X 2025-07-16 08:07:43 UTC 6649 followers, 1424 engagements
"So Qwen also gets the frontier lab designation now @xeophon_ @Presidentlin" @zephyr_z9 on X 2025-07-21 18:22:34 UTC 6675 followers, 12.2K engagements
"Oracle is taking a huge risk by spending $250B to build XXX GW of DC capacity for OpenAI Will take X years to recoup the cost And financing this will be crazy hard" @zephyr_z9 on X 2025-07-22 15:50:56 UTC 6675 followers, 1924 engagements
"@DrFrederickChen XXX MTr/mm2 (leak) N2 was XX MTr/mm2 Waiting for Mate XX or Ascend XXX will give us a better picture" @zephyr_z9 on X 2025-07-20 15:45:30 UTC 6662 followers, 1016 engagements
"@brickroad7 Asml has a huge install base in China" @zephyr_z9 on X 2025-07-21 02:05:44 UTC 6648 followers, XXX engagements
"My Third Post Implications of the H20 It will have profound change on the dynamics of US-China AI race especially in the RL/inference age" @zephyr_z9 on X 2025-07-19 12:02:39 UTC 6675 followers, 27K engagements
""more advanced chips into China over time" 😉🤫" @zephyr_z9 on X 2025-07-16 09:37:03 UTC 6652 followers, 2005 engagements
"How many GPUs will be required for a 1e26 training run 2T MoE/50B active in X months" @zephyr_z9 on X 2025-07-14 04:53:53 UTC 6671 followers, 2219 engagements
"U need to spend at least $20B to create a better smartphone than Apple/Samsung Poaching talent will be hard and u will be sued into oblivion for patents" @zephyr_z9 on X 2025-07-14 01:57:46 UTC 6655 followers, 1949 engagements
"not really Deepseek open sources because of Liang Wenfeng's ethos Qwen also has a robust open source culture which got strengthened when R1 came out They now release their Max models as well Same for Moonshot" @zephyr_z9 on X 2025-07-23 06:10:23 UTC 6675 followers, 1945 engagements
"@Why__Knot @teortaxesTex Is a ghost optimizing and creating new breakthroughs in EUV tech Japan own the whole EUV supply chain except the litho tool Nabtesco (founded in 2003) supplies the gearbox for most robots" @zephyr_z9 on X 2025-05-06 23:14:42 UTC 6648 followers, XXX engagements
"This also means that Grok can't open source any model legally" @zephyr_z9 on X 2025-07-22 17:10:23 UTC 6675 followers, 9451 engagements
"Very good article But China isn't a big opportunity for Nvidia in robotics and autonomy Chinese gov and the corporations don't want a repeat of the AI GPU situation They are actively trying to derisk" @zephyr_z9 on X 2025-07-22 19:21:40 UTC 6675 followers, 1409 engagements
"Bruh Dawg had to collateralize the IP It will be so dystopian if a lab creates AGI but can't generate enough financial returns to pay off the debt so the bank takes away the IP 💀💀💀" @zephyr_z9 on X 2025-07-22 16:40:42 UTC 6675 followers, 7494 engagements
"@nntaleb this spike is due to Nauru buying tuna ships from China" @zephyr_z9 on X 2025-07-19 18:42:03 UTC 6665 followers, 2408 engagements
"He should have sold some Tesla stock rather than collateralizing the IP Even after all this the interest rate on that loan is XXXX% Unnecessary risk" @zephyr_z9 on X 2025-07-22 16:48:34 UTC 6671 followers, 1582 engagements
"6-7 GPU startups in China in 2026 As long as H20E is supplied to China Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027" @zephyr_z9 on X 2025-07-19 02:32:04 UTC 6655 followers, 1416 engagements
"If the restrictions on Huawei were never placed in 2018-2020 Nvidia wouldn't be a $4T company" @zephyr_z9 on X 2025-07-20 16:08:58 UTC 6648 followers, 3202 engagements