Yeah. Semianalysis seems to have a bit of an attitude when it comes to all things China. Relying on secondary/tertiary sources and a lot of Twitter trash talk.
In particular I think they are underestimating Huawei/SMICs production capabilities and way overestimating sanction evasion / smugling.
Still this machine seems important in the US-China tech war and sa is one of the few attempting a detailed coverage of it.
> Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72
Half of the article is "America is the best" and Apple style review: performance per centiliter and performance per fortnite.
Yeah. Semianalysis seems to have a bit of an attitude when it comes to all things China. Relying on secondary/tertiary sources and a lot of Twitter trash talk.
In particular I think they are underestimating Huawei/SMICs production capabilities and way overestimating sanction evasion / smugling.
Still this machine seems important in the US-China tech war and sa is one of the few attempting a detailed coverage of it.