Hmm, I'm surprised it would be so much delayed. The current open weight models already feel mostly caught up.
Additionally, I didn't see mention of China's much cheaper electricity and subsidies for companies to build out on Huawei. It will be interesting to look back in six months to see how many of the h200s of their allotted amount do end up being purchased.
I think electricity doesn't matter that much (yet) because China is bottlenecked on chips. I think the incentives/directives to build on Huawei also doesn't matter that much yet because it's still such a small percentage of compute relative to NVIDIA, even for Chinese AI companies. (But this too could matter more from 2027-2030 and on.)
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[ 4.0 ms ] story [ 17.0 ms ] threadAdditionally, I didn't see mention of China's much cheaper electricity and subsidies for companies to build out on Huawei. It will be interesting to look back in six months to see how many of the h200s of their allotted amount do end up being purchased.