Viewing profile — russli1993

CSPs making own hardware still needs hardware companies, they reduce the Nvidia tax but still need the likes of TSMC, Broadcom, micron/sk hynix, Marvell, the truth semi-companies. …

China does not want to crash US economy. US economy strong means more purchases for our goods. But US want to crash Chinese economy by: 2018 trade war, 2019 Huawei sanctions, sanct…

You need 64 H200 super-node for inference for kimi k3. You will not do inference locally. What might pop the western hardware bubble is Chinese GPU, memory, networking companies. B…

No, Nvidia is worried about Chinese hardware stack. China is under sanction, what are they training and inferencing these models on? Even if this model might still be Nvidia chips,…

Winners are hardware companies, GPUs,XPUs, HBM, memory, connectivity. Even CSPs are just compute renters, they charge a margin to make sure their hardware purchases can be made bac…

Chinese solar technology is multiple generations ahead of US companies. First solar panels have a conversion rate of 17% while longi is 24.8% and demonstrating 26%. First solar sho…

WS 15 is already shipping with latest J20, its trust to weight ratio is above 10.

CJ1000A is being certified by 2028. It is equivalent to LEAP engines on fuel burn. WS15 and WS19 are all shipping today and have thrust to weight ratio above 10. CJ2000 is a 35-ton…

if you look at the price per gb of memory, at today's prices its only equal to 2014. People don't complain about memory prices back then. The reality is modern world just need much…

US restriction on China is not just GPU, but total blockade of anything semi related all the way from fab equipment to final chips. Same restriction will work on any other country.…

Maybe software people can get around this issue by not making every app a electron bloat? This is now more than doable now you got AI right? And it will save your job

cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much ha…

if demand is too high, the market will adjust by adding supply. If Apple can't take the price of memory, why don't they make memory themselves. Oh no, the technical and manufacturi…

memory is a commodity is laughable. Then software engineering is even more a commodity, the amount of engineering going into making memory chips the vast majority of people don't u…

And hyper-scalers, Apple, AI labs all will die if memory makers can't sell to them?

Lol, software company execs didn't see this coming. Fire all your experienced devs to jump on Anthropic bandwagon. Then Anthropic dumb down their AIs and you have no one in your te…

Chargers don't charge at 1.5MW 100% of time. You have grid storage batteries serving as buffer. It can be charged at steady rate by the grid all the time. People need time to drive…

They simply use a few grid storage batteries. Chargers don't charge at 1.5MW 100% of time. You also have people driving in and out of the station. The math works out really well.

BYD is shipping both charging stations and cars with blade battery 2.0 first half of 2026. Both economic and premium models can charge from 0 - 97% under 12 minutes. They are also …

there needs to be battery chemistry improvements. Otherwise, with existing batteries, charging at these speeds will cause too much heat and shorten battery life span. BYD is offeri…

BYD did not go to specifics about their blade 2.0 battery that enables this, but there has to be battery chemistry and manufacturing advancements. CATL shared some details on their…

And the 2025 xpeng g6 is so much better than previous model, 5C charging battery, better ride, even better energy efficiency, better looks, better interior design, 30% of car parts…

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you mean how every single US tech company shares data with Google and Meta? How you browse a website, and, in an instant, ads show in Meta products? "user behaviour and device meta…

Next episode in this is Chinese companies produces HBM3 (they are already shipping HBM2), 7nm class GPU products competitive against A100 from multiple vendors, EUV. The US will re…