Huawei's clusters have close to 4x the ram as NVIDIAs, and TFLOPs is most relevant to training. Huawei has better interconnect technology than NVIDIA, but incompatible with H200s, and so for China/friends use, it's a much better package. Price/performance of 910 vs 5090 or 6000ada is much higher at single card level. The power cost/availability in China gives them much higher potential deployment rates. Chinese cloud rates tend to be lower than the same model on US clouds.
3.6 27b is probably most powerful/efficient (to size) model out there. Qwen has a history of leveraging deepseek power as well. (deepseek creating small models with Qwen as the base), and Alibaba is main hosting service for deepseek. Alibaba/Qwen in talks to invest in Deepseek, atm.
Huawei outperforms NVIDIA at the "cluster" level. Which are mostly turnkey systems for datacenter units. And promises truck container level cluster for next generation that is 30x the zetaflops as NVIDIA rubin cluster. China currently operates at 50% electric production capacity, and energy extremely abundant and low price, which make the per level card performance deficit irrelevant.
It is for inference, which is generally good at open backends. Most models done in pytorch, with backend library.
It's all going too slow, with Trump negotiating with himself. Iran should publicly reject Mossad agents being sent to negotiate if they want any deal/purpose to talks.
There is 0 practical use for this tech. Solar PV is cheaper than the panels required for this, with plumbing, and gain 100x-125x the energy per hour. LFP batteries could power a heat pump with 10x the storage/liter heat delivered. The molecule is not commercially produced yet, and energy extraction is far more complex than electricity from a battery.
storage per liter is only about 80% more than water at 60C differential (useful for hydronic floor heating), but per square meter of panel in sun only gains 2wh/hour, whereas water could gain close to 1000wh/hour. A bit complex to extract the heat as well.
equivalent to nearly 1T bcf of natural gas (peaker) electricity generation per year at just ~4 hours sun/day (1300/year). About 4% of US NG use per year. All in one month of just exports. Over life of panels, over 120% of 1 year's US NG use. Annualized would displace 1 US annual NG use every 2 years.
Canadian or Provincial annexation is a terrible deal for 2 main reasons.
US debt, and power projection, is on a near term collapse trajectory. Insane healthcare, military spending levels for no social services is higher effective tax/oppression rate on people/small business. Changes in provincial (and/or federal) government structure would be extremely disruptive.
Territorial possession of the US is far more likely than statehood. Far less generous autonomy (Quebec especially) granted by Federal government, and autonomy eroded continuously like native treaties have been. Increased north/south trade seems nice, but "real states" will get federal manufacturing incentives, and possessions will be hollowed out to 3rd world level. Jones act regulations on sea shipping means high cost of living.
While tariffs decrease unity as they should, the whole "protect steel and auto workers for outrageously expensive cars in states that don't have those industries" is reason for highest GDP states to secede from genuinely corrupt political process, that propagandizes swing states on national socialist domination of uneconomic operations delivering no results for them, and shit product for the oppressed states.
AIPAC, and Zionist supremacists pay the most for elections every cycle, and just demand that their clients say nice things about Israel, and mean things about its enemies. Relative to other US oligarchy, the bribes to cash back ratio is small in most years. Because all US media is controlled for Zionist supremacist goals, it is far easier for all politicians and oligarchy to go along with Zionist genocidal absolutism, than to be labelled an anti-semite extremist.
over $1.1B in losses since 2024 IPO. Stock down 90% since the hype.
This is fine! I get paid to write code that passes tests. if Format F: and recreating test environment passes the most tests...