Actually the fact the inference of a SOTA model is completely Nvidia-free is the biggest attack to Nvidia every carried so far. Even American frontier AI labs may start to buy Chinese hardware if they need to continue the AI race, they can't keep paying so much money for the GPUs, especially once Huawei training versions of their GPUs will ship.
replyThat's like saying Raytheon would outsource building drones from Saheed makers (don't know who exactly).
replyNot gonna happen
They might still kill the market for NVIDIA, if future releases prioritize Huawei chips
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